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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 %
VCA
526
Verdence Capital Advisors
Maryland
$1.63M +$135K +992 +9%
OPCM
527
Osborne Partners Capital Management
California
$1.62M – – –
MFGP
528
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.61M -$62.4K -459 -4%
FTS
529
Fifth Third Securities
Ohio
$1.61M +$91.1K +670 +6%
PA
530
Parkside Advisors
California
$1.6M -$94.6K -696 -6%
BIS
531
BG Investment Services
Guam
$1.59M – – –
WCP
532
Wick Capital Partners
Pennsylvania
$1.58M +$1.58M +11,617 New
FCH
533
Freestone Capital Holdings
Washington
$1.58M -$143K -1,054 -8%
NFC
534
Northeast Financial Consultants
Connecticut
$1.57M +$44.5K +327 +3%
T. Rowe Price Associates
535
T. Rowe Price Associates
Maryland
$1.57M – – –
VFP
536
Verus Financial Partners
Virginia
$1.57M +$2.14K +15 +0.1%
FWP
537
FAS Wealth Partners
Kansas
$1.56M +$145K +1,064 +10%
YIH
538
Y-Intercept (HK)
Hong Kong
$1.53M +$1.28M +9,385 +499%
AWM
539
Apollon Wealth Management
South Carolina
$1.53M +$329K +2,420 +27%
CFG
540
Cooper Financial Group
California
$1.53M -$104K -764 -6%
WFA
541
WestHill Financial Advisors
California
$1.53M +$5.3K +39 +0.3%
MWP
542
MYCIO Wealth Partners
Pennsylvania
$1.52M +$880K +6,469 +139%
NLP
543
Next Level Private
New York
$1.5M +$1.5M +10,456 New
Nomura Asset Management
544
Nomura Asset Management
Japan
$1.5M – – –
Wellington Management Group
545
Wellington Management Group
Massachusetts
$1.49M -$1.53M -11,265 -51%
CFG
546
Citizens Financial Group
Rhode Island
$1.49M -$218K -1,603 -13%
FT
547
Fiduciary Trust
Massachusetts
$1.47M +$3.54K +26 +0.2%
PP
548
Prosperity Planning
Missouri
$1.47M -$77.4K -569 -5%
EFS
549
Essex Financial Services
Connecticut
$1.47M +$265K +1,946 +22%
CAM
550
Carret Asset Management
New York
$1.46M -$20.1K -148 -1%
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