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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,456 hedge funds and large institutions have $46.7B invested in iShares Russell 1000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 536 increasing their positions, 409 reducing their positions, and 48 closing their positions.

Holders
1,456
Holders Change
+143
Holders Change %
+10.89%
% of All Funds
23.49%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
1.87%
New
219
Increased
536
Reduced
409
Closed
48
Calls
$17.3M
Puts
$13.9M
Net Calls
+$3.37M
Net Calls Change
-$10.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.92B
2
BlackRock
2
BlackRock
New York
$792M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.15B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$463M
5
Wells Fargo
5
Wells Fargo
California
$857M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.29B
2
JHU
2
Johns Hopkins University
Maryland
$231M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.76B
4
BWCS
4
Beirne Wealth Consulting Services
Connecticut
$14.7M
5
UBS Group
5
UBS Group
Switzerland
$1.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
251
Breakwater Capital Group
New Jersey
$8.88M +$8.88M +58,523 New
PAG
252
Private Advisor Group
New Jersey
$8.84M +$532K +20,137 +6%
WB
253
West Bancorporation
Iowa
$8.84M -$151K -999 -2%
KPWS
254
Kestra Private Wealth Services
Texas
$8.79M +$7.25M +47,824 +471%
NOI
255
Newton One Investments
Delaware
$8.77M -$118K -776 -1%
MFG
256
Magnus Financial Group
New York
$8.7M +$1.51M +9,930 +21%
GC
257
Guggenheim Capital
Illinois
$8.7M – – –
SCG
258
Sonata Capital Group
Washington
$8.69M -$101K -663 -1%
DI
259
Disciplined Investments
Oklahoma
$8.69M -$258K -1,698 -3%
CI
260
CX Institutional
Indiana
$8.62M -$6.37M -42,020 -43%
WB
261
Webster Bank
Connecticut
$8.6M +$1.01M +6,633 +13%
GLA
262
Great Lakes Advisors
Illinois
$8.58M +$6.39M +42,141 +292%
BCI
263
Brinker Capital Investments
Pennsylvania
$8.57M -$1.27M -8,375 -13%
CPIG
264
Chicago Partners Investment Group
Illinois
$8.5M -$46.3K -288 -0.5%
FCBT
265
First Citizens Bank & Trust
North Carolina
$8.47M -$1.24M -8,152 -13%
VFA
266
Valeo Financial Advisors
Indiana
$8.36M -$25.8K -170 -0.3%
SWRP
267
Summit Wealth & Retirement Planning
California
$8.28M +$1.05M +6,954 +15%
CCT
268
Chemung Canal Trust
New York
$8.26M -$16.5K -109 -0.2%
KWM
269
Kingsview Wealth Management
Oregon
$8.26M +$965K +6,366 +13%
SWM
270
Segment Wealth Management
Texas
$8.24M -$99.3K -655 -1%
Macquarie Group
271
Macquarie Group
Australia
$8.17M +$3.48M +22,943 +74%
FTUS
272
Flow Traders U.S.
New York
$8.11M +$314K +2,072 +4%
CG
273
Colony Group
Massachusetts
$7.97M +$1.7M +11,186 +27%
NW
274
Naviter Wealth
Arkansas
$7.96M +$7.96M +50,578 New
FA
275
Flagstar Advisors
New York
$7.9M -$200K -1,319 -2%
9 10
11
12 13