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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 %
VA
576
Valmark Advisers
Ohio
$1.38M +$408 +3 +0%
BP
577
BBR Partners
New York
$1.37M +$16.2K +119 +1%
BC
578
Barrett & Company
Rhode Island
$1.36M +$1.36M +8,978 New
UL
579
Unionview LLC
Washington
$1.36M +$29.8K +219 +2%
MCA
580
Maryland Capital Advisors
Maryland
$1.36M -$2.18K -16 -0.2%
PWM
581
PRW Wealth Management
Massachusetts
$1.36M -$247K -1,817 -15%
EI
582
Ellevest Inc
New York
$1.35M – – –
SFS
583
Summit Financial Strategies
Ohio
$1.34M – – –
NCM
584
NCM Capital Management
New Jersey
$1.33M +$8.84K +65 +0.7%
EA
585
Evergreen Advisors
Tennessee
$1.33M +$551K +4,049 +71%
ATC
586
Argent Trust Co
Tennessee
$1.32M – – –
EAM
587
Evanson Asset Management
California
$1.3M -$76.2K -560 -6%
RB
588
Renasant Bank
Mississippi
$1.3M -$2.72K -20 -0.2%
GFP
589
Gryphon Financial Partners
Ohio
$1.3M -$15.5K -114 -1%
SC
590
Steph & Co
Wisconsin
$1.29M +$127K +937 +11%
EVM
591
Eaton Vance Management
Massachusetts
$1.29M -$30.7K -226 -2%
KCM
592
Kornitzer Capital Management
Kansas
$1.29M – – –
CRC
593
Curi RMB Capital
Illinois
$1.29M -$10.2K -75 -0.8%
IA
594
IFG Advisory
Georgia
$1.29M +$421K +3,101 +49%
SCI
595
Stableford Capital II
Arizona
$1.28M +$30.4K +212 +2%
WP
596
WealthShield Partners
North Carolina
$1.27M +$14K +103 +1%
AIM
597
Anchor Investment Management
South Carolina
$1.27M +$37.4K +275 +3%
SPC
598
Sigma Planning Corp
Michigan
$1.26M +$60.9K +448 +5%
CIA
599
Choate Investment Advisors
Massachusetts
$1.26M – – –
CWS
600
Confluence Wealth Services
Pennsylvania
$1.25M +$39.8K +293 +3%
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