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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 %
AB
501
Atlas Brown
Kentucky
$1.86M -$93K -684 -5%
MPPLM
502
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.85M +$1.85M +13,610 New
RFA
503
Resurgent Financial Advisors
Georgia
$1.83M +$441K +3,240 +32%
TFA
504
Tobias Financial Advisors
Florida
$1.83M -$85K -625 -4%
EWM
505
Evercore Wealth Management
New York
$1.82M – – –
SCA
506
Stillwater Capital Advisors
Pennsylvania
$1.81M -$194K -1,429 -10%
GA
507
GFS Advisors
Texas
$1.8M – – –
GBT
508
Grove Bank & Trust
Florida
$1.78M – – –
First Manhattan
509
First Manhattan
New York
$1.78M – – –
FFM
510
Forum Financial Management
Illinois
$1.77M +$6.39K +47 +0.4%
JF
511
Jump Financial
Illinois
$1.76M +$342K +2,516 +24%
NGA
512
Naples Global Advisors
Florida
$1.75M +$270K +1,982 +18%
WS
513
Wedbush Securities
California
$1.75M +$17.8K +131 +1%
FPAS
514
Focus Partners Advisor Solutions
Missouri
$1.75M +$741K +5,446 +74%
IIC
515
Ironwood Investment Counsel
Arizona
$1.74M +$10.2K +75 +0.6%
NCM
516
Next Capital Management
New York
$1.74M +$152K +1,115 +10%
RCAMU
517
Rothschild & Co Asset Management US
Connecticut
$1.72M -$1.67M -12,293 -49%
TNA
518
True North Advisors
Texas
$1.71M +$545K +4,006 +47%
VW
519
Vance Wealth
California
$1.7M -$136K -998 -7%
CL
520
CPWM LLC
Washington
$1.68M +$46.1K +339 +3%
PFM
521
Phillips Financial Management
Indiana
$1.66M -$4.49K -33 -0.3%
CT
522
Coastline Trust
Rhode Island
$1.66M -$84K -618 -5%
CAC
523
Certified Advisory Corp
Florida
$1.65M +$24.5K +180 +2%
PAMS
524
Pictet Asset Management (Switzerland)
Switzerland
$1.65M -$633K -4,655 -28%
EIA
525
Eldridge Investment Advisors
New Hampshire
$1.64M +$12.8K +94 +0.8%
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