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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 %
KIG
551
Kowal Investment Group
Wisconsin
$1.91M +$1.53M +10,121 +405%
VWM
552
Valley Wealth Managers
New Jersey
$1.89M +$1.89M +12,440 New
PFM
553
Phillips Financial Management
Indiana
$1.86M +$2.43K +16 +0.1%
GBT
554
Grove Bank & Trust
Florida
$1.85M -$136K -900 -7%
SFS
555
Sowell Financial Services
Arkansas
$1.85M +$1.85M +12,165 New
SFG
556
Summit Financial Group
West Virginia
$1.84M -$433K -2,853 -19%
EIA
557
Eldridge Investment Advisors
New Hampshire
$1.84M +$7.89K +52 +0.4%
CAC
558
Certified Advisory Corp
Florida
$1.83M -$8.8K -58 -0.5%
FCH
559
Freestone Capital Holdings
Washington
$1.81M +$49.6K +327 +3%
OPCM
560
Osborne Partners Capital Management
California
$1.81M – – –
MWA
561
Monograph Wealth Advisors
California
$1.81M +$196K +1,295 +12%
MFGP
562
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.81M +$8.49K +56 +0.5%
VCA
563
Verdence Capital Advisors
Maryland
$1.8M -$12.1K -80 -0.7%
T. Rowe Price Associates
564
T. Rowe Price Associates
Maryland
$1.78M +$27.6K +182 +2%
BIS
565
BG Investment Services
Guam
$1.78M – – –
TG
566
TCW Group
California
$1.77M +$1.77M +11,696 New
VCM
567
Virtue Capital Management
Tennessee
$1.75M +$1.75M +11,555 New
WFA
568
WestHill Financial Advisors
California
$1.75M +$45.6K +301 +3%
FWP
569
FAS Wealth Partners
Kansas
$1.73M -$6.22K -41 -0.4%
VFP
570
Verus Financial Partners
Virginia
$1.73M -$23K -144 -1%
AWM
571
Arista Wealth Management
Nevada
$1.72M +$1.72M +11,372 New
LFAS
572
Level Four Advisory Services
Texas
$1.72M +$502K +3,307 +41%
PA
573
Parkside Advisors
California
$1.71M -$78.4K -517 -4%
SCI
574
Stableford Capital II
Arizona
$1.71M +$325K +2,099 +24%
FFC
575
First Financial Corp
Indiana
$1.7M +$104K +686 +7%
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