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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 %
SWM
451
Spire Wealth Management
Virginia
$3.04M +$51K +336 +2%
SMC
452
Smith, Moore & Co
Missouri
$3.03M +$19.1K +126 +0.6%
CWP
453
CFM Wealth Partners
Texas
$3.01M -$109K -719 -3%
1IA
454
1834 Investment Advisors
Wisconsin
$2.99M -$249K -1,644 -8%
SWA
455
SOA Wealth Advisors
New York
$2.98M +$21.1K +139 +0.7%
CWA
456
Cornerstone Wealth Advisors
Minnesota
$2.97M -$150K -990 -5%
RBFC
457
Roman Butler Fullerton & Co
Missouri
$2.95M +$2.95M +18,725 New
BFG
458
Beacon Financial Group
Texas
$2.95M -$15.6K -103 -0.5%
HIA
459
Harbor Investment Advisory
Maryland
$2.95M +$29.9K +197 +1%
NCM
460
Next Capital Management
New York
$2.93M +$991K +6,536 +51%
NP
461
NorthRock Partners
Minnesota
$2.92M -$160K -1,055 -5%
SLT
462
St Louis Trust
Missouri
$2.88M +$2.88M +19,018 New
CP
463
Coho Partners
Pennsylvania
$2.88M +$2.88M +19,014 New
BWM
464
Baystate Wealth Management
Massachusetts
$2.88M -$245K -1,614 -8%
BB
465
Busey Bank
Illinois
$2.88M -$18.7K -123 -0.6%
BBHC
466
Brown Brothers Harriman & Co
New York
$2.87M +$148K +978 +5%
PAMS
467
Pictet Asset Management (Switzerland)
Switzerland
$2.87M +$1.03M +6,760 +56%
Jane Street
468
Jane Street
New York
$2.86M +$2.48M +16,363 +652%
Nomura Asset Management
469
Nomura Asset Management
Japan
$2.83M +$1.16M +7,680 +70%
ZB
470
Zions Bancorporation
Utah
$2.79M +$146K +965 +6%
WAP
471
Wealthcare Advisory Partners
Pennsylvania
$2.78M -$1.13M -7,483 -29%
FMC
472
First Merchants Corp
Indiana
$2.77M -$11.7K -77 -0.4%
CWS
473
Confluence Wealth Services
Pennsylvania
$2.74M +$1.34M +8,869 +97%
OWM
474
Opes Wealth Management
California
$2.73M -$62.3K -411 -2%
CWM
475
Congress Wealth Management
Massachusetts
$2.73M +$1.63M +10,746 +148%
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