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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,313 hedge funds and large institutions have $38.5B invested in iShares Russell 1000 Value ETF in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 437 increasing their positions, 446 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
-27
Holders Change %
-2.01%
% of All Funds
22.7%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
1.88%
New
80
Increased
437
Reduced
446
Closed
89
Calls
$24M
Puts
$10.2M
Net Calls
+$13.8M
Net Calls Change
-$67.3M

Top Buyers

1
JHU
Johns Hopkins University
Maryland
$293M
2
American Century Companies
American Century Companies
Missouri
$537M
3
JRP
Jasper Ridge Partners
California
$224M
4
BWCS
Beirne Wealth Consulting Services
Connecticut
$68.1M
5
PFO
Pathstone Family Office
New Jersey
$93.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.82B
2
APF
Alaska Permanent Fund
Alaska
$246M
3
Morgan Stanley
Morgan Stanley
New York
$4.14B
4
Bank of America
Bank of America
North Carolina
$6.83B
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
451
Affinity Capital Advisors
California
$2.35M – – –
BFG
452
Baron Financial Group
New Jersey
$2.35M -$13.6K -100 -0.6%
WSFS
453
Wilmington Savings Fund Society
Delaware
$2.34M +$40.1K +295 +2%
CG
454
Caprock Group
Idaho
$2.32M +$327K +2,407 +16%
EWM
455
Evermay Wealth Management
Virginia
$2.32M +$174K +1,280 +8%
PO
456
Private Ocean
California
$2.31M -$6.93K -51 -0.3%
GRP
457
Global Retirement Partners
California
$2.29M -$18.3K -122 -0.8%
Diamond Hill Capital Management
458
Diamond Hill Capital Management
Ohio
$2.28M -$52.5M -386,350 -96%
CA
459
Clearstead Advisors
Ohio
$2.26M -$51.7K -380 -2%
CWM
460
ClientFirst Wealth Management
Arkansas
$2.25M +$35.1K +227 +2%
RIA
461
Realta Investment Advisors
Delaware
$2.25M +$134K +985 +6%
WAG
462
Winthrop Advisory Group
Massachusetts
$2.24M +$288K +2,117 +15%
BMCM
463
Bryn Mawr Capital Management
Pennsylvania
$2.23M -$204K -1,503 -8%
PA
464
Procyon Advisors
Connecticut
$2.22M -$107K -785 -5%
FHB
465
First Hawaiian Bank
Hawaii
$2.21M -$11.4K -84 -0.5%
AI
466
Accredited Investors
Minnesota
$2.21M +$417K +3,068 +23%
IWA
467
Icon Wealth Advisors
Texas
$2.2M +$2.2M +16,189 New
GPFA
468
Game Plan Financial Advisors
Ohio
$2.17M – – –
Mackenzie Financial
469
Mackenzie Financial
Ontario, Canada
$2.15M -$8.04M -59,137 -79%
IC
470
IEQ Capital
California
$2.14M -$954K -7,011 -31%
CCM
471
Colorado Capital Management
Colorado
$2.14M -$34.9K -257 -2%
AA
472
Ancora Advisors
Ohio
$2.1M +$9.39K +69 +0.4%
MLM
473
Mount Lucas Management
Pennsylvania
$2.1M +$235K +1,729 +13%
AA
474
AlphaCentric Advisors
Puerto Rico
$2.1M +$2.1M +15,402 New
AIM
475
Allen Investment Management
New York
$2.07M – – –
17 18
19
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