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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 %
MCWS
376
McKinley Carter Wealth Services
West Virginia
$4.32M -$50.3K -332 -1%
GIA
377
Gladstone Institutional Advisory
Florida
$4.32M +$24.9K +164 +0.6%
FWTB
378
First Western Trust Bank
Colorado
$4.29M +$29.7K +196 +0.7%
FA
379
FC Advisory
Pennsylvania
$4.27M +$31.5K +208 +0.7%
BP
380
Ballentine Partners
Massachusetts
$4.25M -$1.06K -7 -0%
AF
381
Allworth Financial
California
$4.25M -$44.1K -291 -1%
MCM
382
Moore Capital Management
New York
$4.25M +$4.25M +28,000 New
RIL
383
Rothschild Investment LLC
Illinois
$4.24M -$243K -1,600 -5%
DWT
384
Dorsey & Whitney Trust
South Dakota
$4.23M +$819K +5,402 +24%
AAG
385
Armstrong Advisory Group
Massachusetts
$4.22M +$4.22M +27,841 New
CFO
386
Custos Family Office
Texas
$4.2M +$4.2M +27,711 New
HDIM
387
Hanson & Doremus Investment Management
Vermont
$4.16M – – –
BJL
388
Brighton Jones LLC
Washington
$4.15M -$131K -862 -3%
CG
389
Caprock Group
Idaho
$4.14M +$1.55M +10,225 +60%
DADC
390
D.A. Davidson & Co
Montana
$4.14M +$411K +2,707 +11%
RDIA
391
RE Dickinson Investment Advisors
Iowa
$4.13M -$572K -3,773 -12%
Renaissance Technologies
392
Renaissance Technologies
New York
$4.13M +$3.47M +22,900 +533%
SFG
393
Sage Financial Group
Pennsylvania
$4.11M +$25.5K +168 +0.6%
ClearBridge Investments
394
ClearBridge Investments
New York
$4.08M +$3.18M +20,947 +350%
AWA
395
Alta Wealth Advisors
Massachusetts
$4.06M -$118K -777 -3%
RCA
396
Riverview Capital Advisers
Massachusetts
$4.06M +$252K +1,660 +7%
SIA
397
Stegner Investment Associates
Kentucky
$4.05M +$731K +4,817 +22%
SYBT
398
Stock Yards Bank & Trust
Kentucky
$4.03M +$38.8K +256 +1%
CB
399
Community Bank
New York
$4.02M +$53.1K +350 +1%
BFM
400
Broadview Financial Management
Wisconsin
$4.01M -$41.7K -275 -1%
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