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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 %
VAS
426
Vestmark Advisory Solutions
Massachusetts
$3.44M +$716K +4,719 +26%
CSPIA
427
Cary Street Partners Investment Advisory
Virginia
$3.43M -$186K -1,224 -5%
HFP
428
Holistic Financial Partners
Indiana
$3.42M -$58.1K -383 -2%
AIM
429
Acropolis Investment Management
Missouri
$3.41M +$12.9K +85 +0.4%
CIC
430
Carnegie Investment Counsel
Ohio
$3.4M +$745K +4,912 +28%
HF
431
Halpern Financial
Virginia
$3.37M -$7.58K -50 -0.2%
NEPWA
432
New England Private Wealth Advisors
Massachusetts
$3.35M +$39K +257 +1%
PGFC
433
Peapack-Gladstone Financial Corp
New Jersey
$3.32M +$137K +901 +4%
GT
434
Glenview Trust
Kentucky
$3.31M +$610K +4,022 +23%
WP
435
Wealthspan Partners
Iowa
$3.3M -$66.7K -440 -2%
CT
436
Columbia Trust
Oregon
$3.3M +$3.02M +19,910 +1,087%
AWP
437
Ascent Wealth Partners
New York
$3.29M -$338K -2,229 -9%
TDWM
438
Topel & Distasi Wealth Management
California
$3.27M +$5K +33 +0.2%
SFA
439
Sequoia Financial Advisors
Ohio
$3.26M +$81K +534 +3%
EC
440
Estate Counselors
Wisconsin
$3.25M +$10.6K +70 +0.3%
Legal & General Group
441
Legal & General Group
United Kingdom
$3.21M -$3.78M -24,940 -54%
GRP
442
Global Retirement Partners
California
$3.19M +$864K +5,696 +37%
AF
443
Advisornet Financial
Minnesota
$3.17M +$22.4K +148 +0.7%
BRWA
444
B. Riley Wealth Advisors
Florida
$3.15M +$2.58K +17 +0.1%
SSB
445
Sandy Spring Bank
Maryland
$3.13M +$191K +1,259 +7%
AWA
446
Arkadios Wealth Advisors
Georgia
$3.09M +$402K +2,648 +15%
RFA
447
Resurgent Financial Advisors
Georgia
$3.06M +$1.02M +6,697 +50%
EWM
448
EPG Wealth Management
Georgia
$3.06M +$18.4K +121 +0.6%
CRC
449
Curi RMB Capital
Illinois
$3.05M +$1.62M +10,650 +113%
BWM
450
BigSur Wealth Management
Florida
$3.05M – – –
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