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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 %
AA
501
Ancora Advisors
Ohio
$2.39M +$45.5K +300 +2%
TFA
502
TPG Financial Advisors
Oregon
$2.39M -$495K -3,261 -17%
BTW
503
Boston Trust Walden
Massachusetts
$2.38M +$1.21M +7,992 +103%
SBL
504
Sargent Bickham Lagudis
Colorado
$2.38M +$2.02M +13,296 +550%
WP
505
WealthShield Partners
North Carolina
$2.37M +$954K +6,293 +68%
FFM
506
Forum Financial Management
Illinois
$2.36M +$391K +2,579 +20%
GWWM
507
Great Waters Wealth Management
Minnesota
$2.36M +$2.36M +14,942 New
Millennium Management
508
Millennium Management
New York
$2.35M +$2.35M +15,462 New
PWM
509
Perigon Wealth Management
California
$2.34M +$90.4K +596 +4%
Qube Research & Technologies (QRT)
510
Qube Research & Technologies (QRT)
United Kingdom
$2.33M +$2.33M +15,388 New
SC
511
Savant Capital
Illinois
$2.33M +$111K +738 +5%
WAG
512
Winthrop Advisory Group
Massachusetts
$2.31M -$183K -1,207 -7%
FPAS
513
Focus Partners Advisor Solutions
Missouri
$2.31M +$362K +2,384 +19%
AIM
514
Allen Investment Management
New York
$2.3M – – –
MFWP
515
Mosaic Family Wealth Partners
Missouri
$2.3M +$2.3M +15,166 New
TCBWMS
516
Texas Capital Bank Wealth Management Services
Texas
$2.26M -$662K -4,363 -23%
AGP
517
Autumn Glory Partners
Texas
$2.22M – – –
SG Americas Securities
518
SG Americas Securities
New York
$2.22M +$81.9K +540 +4%
CWM
519
ClientFirst Wealth Management
Arkansas
$2.21M – – –
PFA
520
Pathway Financial Advisors
Vermont
$2.21M – – –
FFA
521
Founders Financial Alliance
North Carolina
$2.2M +$1.21K +8 +0.1%
NGA
522
Naples Global Advisors
Florida
$2.19M +$241K +1,588 +12%
SCA
523
Stillwater Capital Advisors
Pennsylvania
$2.19M +$171K +1,130 +8%
CWM
524
Cahaba Wealth Management
Georgia
$2.18M -$9.71K -64 -0.4%
FFG
525
Fullen Financial Group
Ohio
$2.16M -$22.2K -139 -1%
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