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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
+$171M
2
American Century Companies
American Century Companies
Missouri
+$136M
3
JRP
Jasper Ridge Partners
California
+$75.6M
4
BWCS
Beirne Wealth Consulting Services
Connecticut
+$54.2M
5
PFO
Pathstone Family Office
New Jersey
+$50.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
2
APF
Alaska Permanent Fund
Alaska
-$143M
3
Morgan Stanley
Morgan Stanley
New York
-$70.6M
4
Bank of America
Bank of America
North Carolina
-$62.9M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
476
Fullen Financial Group
Ohio
$2.05M -$12K -80 -0.6%
SFG
477
Summit Financial Group
West Virginia
$2.04M +$98.6K +725 +5%
B
478
Brightworth
Georgia
$2.02M +$7.89K +58 +0.4%
PWM
479
Perigon Wealth Management
California
$2.02M – – –
SC
480
Savant Capital
Illinois
$2.01M -$19K -140 -0.9%
AGP
481
Autumn Glory Partners
Texas
$1.99M – – –
PFA
482
Pathway Financial Advisors
Vermont
$1.98M +$2.04K +15 +0.1%
WA
483
Wealth Alliance
New York
$1.98M -$1.26M -9,268 -39%
FFA
484
Founders Financial Alliance
North Carolina
$1.97M +$30.9K +227 +2%
HH
485
Hilltop Holdings
Texas
$1.97M +$1.07M +7,864 +118%
CWM
486
Cahaba Wealth Management
Georgia
$1.97M +$167K +1,225 +9%
GLA
487
Great Lakes Advisors
Illinois
$1.96M +$85.6K +629 +5%
MFC
488
Morris Financial Concepts
South Carolina
$1.96M -$201K -1,481 -9%
SL
489
Savior LLC
Massachusetts
$1.96M -$91.5K -673 -4%
VWA
490
V Wealth Advisors
Kansas
$1.94M +$64.1K +471 +3%
IAA
491
Ironsides Asset Advisors
North Carolina
$1.94M -$8.43K -62 -0.4%
SBWIC
492
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.93M – – –
FDCC
493
Foster Dykema Cabot & Co
Massachusetts
$1.92M – – –
SG Americas Securities
494
SG Americas Securities
New York
$1.92M -$5.44K -40 -0.3%
SI
495
Saxon Interests
Texas
$1.91M -$485K -3,378 -20%
IFPG
496
Intrepid Financial Planning Group
Indiana
$1.91M -$43.4K -319 -2%
NB
497
Nicolet Bankshares
Wisconsin
$1.9M -$94.8K -697 -5%
NAM
498
NTV Asset Management
West Virginia
$1.89M +$108K +791 +6%
WAL
499
W Advisors LLC
Tennessee
$1.89M +$38.4K +282 +2%
KCM
500
Kanawha Capital Management
Virginia
$1.87M -$2.04K -15 -0.1%
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