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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.

Holders
1,456
Holders Change
+143
Holders Change %
+10.89%
% of All Funds
23.5%
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
1
Bank of America
North Carolina
$7.92B
2
BlackRock
2
BlackRock
New York
$792M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.15B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$463M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$80.2M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.29B
2
JHU
2
Johns Hopkins University
Maryland
$231M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.76B
4
BWCS
4
Beirne Wealth Consulting Services
Connecticut
$14.7M
5
UBS Group
5
UBS Group
Switzerland
$1.08B
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$312M 2,060,291 +80,943 +4%
JRP
27
Jasper Ridge Partners
California
$281M 1,855,594 +209,428 +13%
Citigroup
28
Citigroup
New York
$254M 1,676,236 -79,166 -5%
APF
29
Alaska Permanent Fund
Alaska
$243M 1,603,335 -202,674 -11%
JHU
30
Johns Hopkins University
Maryland
$231M 1,520,347 -636,444 -30%
TF
31
TIAA FSB
Florida
$211M 1,393,808 -39,986 -3%
Ameriprise
32
Ameriprise
Minnesota
$185M 1,216,650 +165,325 +16%
CAM
33
Cresset Asset Management
Illinois
$180M 1,194,909 +241,689 +25%
OC
34
Oakworth Capital
Alabama
$166M 1,096,265 +4,580 +0.4%
UMC
35
UNC Management Company
North Carolina
$165M 1,089,714 -213,400 -16%
HighTower Advisors
36
HighTower Advisors
Illinois
$163M 1,073,647 +287,991 +37%
Prudential Financial
37
Prudential Financial
New Jersey
$159M 1,048,761 +78,562 +8%
US Bancorp
38
US Bancorp
Minnesota
$156M 1,028,059 +18,986 +2%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$147M 967,820 +17,245 +2%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$141M 929,557 +30,328 +3%
SP
41
Stairway Partners
Illinois
$130M 854,704 +15,850 +2%
WPW
42
Waldron Private Wealth
Pennsylvania
$127M 932,839 – –
CB
43
Commerce Bank
Missouri
$125M 825,360 -54,040 -6%
Osaic Holdings
44
Osaic Holdings
Arizona
$125M 824,076 -73,524 -8%
SI
45
Stephens Inc
Arkansas
$123M 813,522 -18,298 -2%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$119M 785,481 +24,118 +3%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$113M 745,274 +184,846 +33%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$105M 691,164 +8,640 +1%
Comerica Bank
49
Comerica Bank
Texas
$96.9M 614,653 +61,895 +11%
CI Investments Inc
50
CI Investments Inc
Ontario, Canada
$94.8M 625,094 -26,995 -4%
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