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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 %
AWM
476
Aprio Wealth Management
Georgia
$2.71M +$910 +6 +0%
PA
477
Procyon Advisors
Connecticut
$2.7M +$224K +1,477 +9%
RI
478
Rinkey Investments
California
$2.68M +$2.68M +17,694 New
CWM
479
Castle Wealth Management
Florida
$2.65M – – –
SL
480
Savior LLC
Massachusetts
$2.64M +$460K +3,035 +21%
RA
481
Rational Advisors
New York
$2.64M +$1.65M +10,866 +166%
BFG
482
Baron Financial Group
New Jersey
$2.64M +$19.6K +129 +0.7%
ACA
483
Affinity Capital Advisors
California
$2.62M – – –
EWM
484
Evermay Wealth Management
Virginia
$2.59M – – –
IC
485
IEQ Capital
California
$2.59M +$199K +1,309 +8%
WAL
486
W Advisors LLC
Tennessee
$2.54M +$428K +2,825 +20%
PO
487
Private Ocean
California
$2.53M -$48.2K -318 -2%
RIA
488
Realta Investment Advisors
Delaware
$2.52M +$7.73K +51 +0.3%
CA
489
Clearstead Advisors
Ohio
$2.52M +$2.58K +17 +0.1%
BMCM
490
Bryn Mawr Capital Management
Pennsylvania
$2.49M +$1.06K +7 +0%
WSFS
491
Wilmington Savings Fund Society
Delaware
$2.49M -$124K -821 -5%
WWM
492
Western Wealth Management
Colorado
$2.48M -$3.03M -20,011 -55%
FHB
493
First Hawaiian Bank
Hawaii
$2.47M – – –
IWA
494
Icon Wealth Advisors
Texas
$2.46M – – –
PPC
495
Park Place Capital
Alabama
$2.45M +$2.45M +16,180 New
BTI
496
Blue Trust Inc
Georgia
$2.44M +$166K +1,221 +7%
CCM
497
Colorado Capital Management
Colorado
$2.43M +$53.1K +351 +2%
GPFA
498
Game Plan Financial Advisors
Ohio
$2.42M – – –
NRC
499
New Republic Capital
North Carolina
$2.41M +$2.41M +15,887 New
AI
500
Accredited Investors
Minnesota
$2.41M -$55K -363 -2%
18 19
20
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