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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 %
MPM
351
Meritage Portfolio Management
Kansas
$4.77M -$93.7K -618 -2%
SW
352
SlateStone Wealth
Florida
$4.77M +$516K +3,403 +12%
BAMG
353
Brand Asset Management Group
Missouri
$4.77M -$57.6K -380 -1%
IWM
354
IHT Wealth Management
Illinois
$4.76M -$267K -1,759 -5%
SWM
355
Southern Wealth Management
Texas
$4.73M -$9.86K -65 -0.2%
TW
356
Towerpoint Wealth
California
$4.72M -$123K -809 -3%
Cohen & Steers
357
Cohen & Steers
New York
$4.7M +$1.13M +7,455 +32%
SF
358
Summit Financial
New Jersey
$4.66M -$172K -1,137 -4%
CCM
359
Cullen Capital Management
New York
$4.65M +$4.17M +27,502 +865%
Franklin Resources
360
Franklin Resources
California
$4.61M -$2.61M -17,234 -36%
JWCA
361
J.W. Cole Advisors
Florida
$4.61M +$220K +1,451 +5%
AAS
362
Ameritas Advisory Services
Nebraska
$4.58M +$640K +4,219 +16%
TLA
363
Tanglewood Legacy Advisors
Texas
$4.57M +$4.57M +30,165 New
HWA
364
Hillcrest Wealth Advisors
New Jersey
$4.55M +$497K +3,280 +12%
EIG
365
Ellenbecker Investment Group
Wisconsin
$4.52M -$172K -1,137 -4%
HR
366
Hardy Reed
Mississippi
$4.5M – – –
NWA
367
New World Advisors
Massachusetts
$4.47M +$4.47M +29,456 New
S
368
SignatureFD
Georgia
$4.46M -$262K -1,728 -6%
TWM
369
Tolleson Wealth Management
Texas
$4.46M – – –
WAM
370
Wakefield Asset Management
Colorado
$4.43M +$54.6K +360 +1%
HNB
371
Huntington National Bank
Ohio
$4.39M -$3.56M – –
ASN
372
Advisory Services Network
Georgia
$4.37M +$786K +5,184 +22%
R
373
Rebalance
California
$4.37M +$4.37M +28,788 New
RTL
374
Red Tortoise LLC
Georgia
$4.36M +$4.36M +28,756 New
CB
375
Centennial Bank
Arkansas
$4.36M +$4.36M +28,755 New
13 14
15
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