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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 %
RCIM
276
Red Cedar Investment Management
Michigan
$7.89M -$388K -2,557 -5%
MLM
277
Mount Lucas Management
Pennsylvania
$7.88M +$5.54M +36,561 +237%
Barclays
278
Barclays
United Kingdom
$7.87M +$1.71M +11,300 +28%
PP
279
Pegasus Partners
Wisconsin
$7.81M +$4.73M +31,173 +153%
MAM
280
Marquette Asset Management
Minnesota
$7.78M -$571K -3,765 -7%
AFP
281
Ausdal Financial Partners
Iowa
$7.71M -$221K -1,460 -3%
CW
282
CreativeOne Wealth
Kansas
$7.64M -$191K -1,259 -2%
JIC
283
Johnson Investment Counsel
Ohio
$7.53M -$452K -2,981 -6%
SCA
284
Snowden Capital Advisors
New York
$7.45M +$2.89M +19,063 +63%
JFG
285
Jefferies Financial Group
New York
$7.36M +$7.36M +48,536 New
SAM
286
Stone Asset Management
Texas
$7.31M +$288K +1,899 +4%
AI
287
Atria Investments
North Carolina
$7.2M -$1.01M -6,692 -12%
RCAMU
288
Rothschild & Co Asset Management US
Connecticut
$7.02M +$5.1M +33,639 +266%
HW
289
Hancock Whitney
Mississippi
$6.96M +$986K +6,499 +16%
PRWA
290
Platte River Wealth Advisors
Colorado
$6.89M – – –
TNBTD
291
Trustmark National Bank Trust Department
Mississippi
$6.84M -$598K -3,946 -8%
OPS
292
Orion Portfolio Solutions
Nebraska
$6.84M -$409K -2,700 -6%
JWA
293
JFS Wealth Advisors
Pennsylvania
$6.76M -$1.02M -6,705 -13%
PA
294
Parallel Advisors
California
$6.75M +$1.53M +10,109 +29%
USCWA
295
U.S. Capital Wealth Advisors
Texas
$6.67M +$551K +3,635 +9%
WTC
296
WhitTier Trust Company
Nevada
$6.58M +$77.5K +511 +1%
GWM
297
Geneos Wealth Management
Colorado
$6.54M -$4.37M -28,828 -40%
OFG
298
Oxford Financial Group
Indiana
$6.5M -$274K -1,806 -4%
1WM
299
1900 Wealth Management
Texas
$6.48M -$56.3K -371 -0.9%
AP
300
Advisors Preferred
Maryland
$6.45M -$2.34M -15,445 -27%
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12
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