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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 %
BFA
551
Benedict Financial Advisors
Georgia
$1.45M -$66.4K -488 -4%
BDFN
552
Bond & Devick Financial Network
Minnesota
$1.45M +$153K +1,124 +12%
VCP
553
Vista Capital Partners
Oregon
$1.45M – – –
NLG
554
New Legacy Group
New York
$1.45M – – –
MWA
555
Monograph Wealth Advisors
California
$1.44M – – –
ACA
556
Atlas Capital Advisors
Wyoming
$1.44M -$20.4K -150 -1%
Members Trust
557
Members Trust
Florida
$1.44M -$165K -1,216 -10%
FFC
558
First Financial Corp
Indiana
$1.44M +$142K +1,042 +11%
LWCFA
559
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.43M – – –
LWAC
560
Laurel Wealth Advisors (California)
California
$1.43M -$272 -2 -0%
TSW
561
Thompson Siegel & Walmsley
Virginia
$1.42M +$22.6K +166 +2%
HS
562
Horan Securities
United States
$1.41M -$104K -761 -7%
MSWMA
563
Market Street Wealth Management Advisors
Indiana
$1.41M -$25.6K -188 -2%
JIR
564
James Investment Research
Ohio
$1.4M -$190K -1,399 -12%
AP
565
Adero Partners
California
$1.4M – – –
FLPIM
566
F.L. Putnam Investment Management
Massachusetts
$1.39M -$186K -1,368 -12%
GG
567
GenWealth Group
New Jersey
$1.39M – – –
CFA
568
Cahill Financial Advisors
Minnesota
$1.39M -$61.9K -455 -4%
DFS
569
Dixon Fnancial Services
California
$1.39M – – –
CAAS
570
Capital Asset Advisory Services
Michigan
$1.38M -$84.3K -620 -6%
SFA
571
Seneca Financial Advisors
New York
$1.38M +$147K +1,078 +12%
FPF
572
First Pacific Financial
Washington
$1.38M – – –
KPWS
573
Kestra Private Wealth Services
Texas
$1.38M -$56.7K -417 -4%
PTC
574
Private Trust Company
Ohio
$1.38M +$85.4K +628 +7%
GC
575
Grimes & Company
Massachusetts
$1.38M +$276K +2,030 +25%
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