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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
+$300M
2
BlackRock
BlackRock
New York
+$174M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$122M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$85.7M
5
Wells Fargo
Wells Fargo
California
+$79.3M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$353M
2
JHU
Johns Hopkins University
Maryland
-$96.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$78M
4
BWCS
Beirne Wealth Consulting Services
Connecticut
-$61.2M
5
UBS Group
UBS Group
Switzerland
-$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
401
JMG Financial Group
Illinois
$4M +$247K +1,630 +7%
MAM
402
MMA Asset Management
Pennsylvania
$3.93M +$975K +6,428 +33%
FWCM
403
Ferguson Wellman Capital Management
Oregon
$3.93M +$2.93M +19,321 +293%
AAM
404
Aureus Asset Management
Massachusetts
$3.92M – – –
Bessemer Group
405
Bessemer Group
New Jersey
$3.91M -$688K -4,537 -15%
WFS
406
Widmann Financial Services
Maryland
$3.9M +$38.5K +254 +1%
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$3.87M +$59K +389 +2%
PFS
408
Prospera Financial Services
Texas
$3.85M +$564K +3,721 +17%
LCM
409
Logan Capital Management
Pennsylvania
$3.75M +$2.82M +18,598 +302%
AWM
410
AE Wealth Management
Kansas
$3.75M -$184K -1,213 -5%
MA
411
Mutual Advisors
Nebraska
$3.75M -$179K -1,180 -5%
CA
412
Cornerstone Advisory
Maryland
$3.7M +$143K +942 +4%
DPI
413
Diversified Portfolios Inc
Michigan
$3.69M -$15K -99 -0.4%
TFCP
414
Twin Focus Capital Partners
Massachusetts
$3.69M -$182K -1,200 -5%
AMG
415
Asset Management Group
Connecticut
$3.66M +$38.4K +253 +1%
Simplex Trading
416
Simplex Trading
Illinois
$3.66M +$3.66M +24,104 New
DCM
417
Dimension Capital Management
Florida
$3.64M -$258K -1,703 -7%
HS
418
HighVista Strategies
Massachusetts
$3.61M – – –
BAM
419
Berkshire Asset Management
Pennsylvania
$3.58M +$895K +5,900 +33%
KAH
420
Kathryn A. Hall
$3.58M – – –
WFA
421
Wellspring Financial Advisors
Ohio
$3.56M -$6.82K -45 -0.2%
VIA
422
Vantagepoint Investment Advisers
District of Columbia
$3.55M -$4.99M -32,900 -58%
MMG
423
Monetary Management Group
Missouri
$3.47M -$63.1K -415 -2%
OCM
424
One Capital Management
California
$3.47M -$54.1K -357 -2%
ARG
425
Advisory Resource Group
Oklahoma
$3.45M +$103K +677 +3%
15 16
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