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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.

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

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.29B
2
JHU
Johns Hopkins University
Maryland
$231M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.76B
4
BWCS
Beirne Wealth Consulting Services
Connecticut
$14.7M
5
UBS Group
UBS Group
Switzerland
$1.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
SBH
326
Segall Bryant & Hamill
Illinois
$5.43M +$6.07K +40 +0.1%
APP
327
Avantax Planning Partners
Iowa
$5.39M -$11.2K -74 -0.2%
CGA
328
Crescent Grove Advisors
Illinois
$5.35M +$2.01M +13,250 +60%
SCM
329
SOL Capital Management
Maryland
$5.29M -$183K -1,210 -3%
PWPS
330
Pinnacle Wealth Planning Services
Ohio
$5.21M -$6.55M -43,174 -56%
BPCE
331
Bank Pictet & Cie (Europe)
Germany
$5.14M – – –
Deutsche Bank
332
Deutsche Bank
Germany
$5.13M +$78.7K +519 +2%
AIFAIM
333
American Institute for Advanced Investment Management
Arizona
$5.11M -$91.6K -604 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
334
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.08M – – –
HCMT
335
Highland Capital Management (Tennessee)
Tennessee
$5.06M -$161K -1,059 -3%
UWPG
336
Ullmann Wealth Partners Group
Florida
$5.06M +$12.7K +84 +0.3%
IWC
337
Integrated Wealth Concepts
Massachusetts
$5.03M -$71.4K -471 -1%
SWA
338
Stratos Wealth Advisors
Ohio
$5.01M +$36.5K +241 +0.7%
SFM
339
Signet Financial Management
New Jersey
$5.01M -$162K -1,071 -3%
GVAG
340
Great Valley Advisor Group
Delaware
$4.98M +$271K +1,786 +6%
MYIA
341
Mount Yale Investment Advisors
Colorado
$4.94M +$4.7M +31,022 +1,958%
QCG
342
Quadrant Capital Group
Ohio
$4.93M -$7.89K -52 -0.2%
TAS
343
TIFF Advisory Services
Pennsylvania
$4.93M – – –
QC
344
Quent Capital
New York
$4.92M +$155K +1,020 +3%
DIP
345
DT Investment Partners
Pennsylvania
$4.92M +$1.67M +11,000 +51%
SC
346
Sierra Capital
Florida
$4.9M +$1.97K +13 +0%
BI
347
Ballast Inc
Kentucky
$4.87M -$30.6K -202 -0.6%
TA
348
Tiedemann Advisors
New York
$4.87M +$6.82K +45 +0.1%
SFB
349
STAR Financial Bank
Indiana
$4.8M +$4.8M +31,645 New
HCA
350
Harbour Capital Advisors
Virginia
$4.79M -$29.1K -192 -0.6%
12 13
14
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