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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 %
CWA
576
CJM Wealth Advisers
Virginia
$1.7M +$488K +3,216 +40%
MWP
577
MYCIO Wealth Partners
Pennsylvania
$1.7M +$6.37K +42 +0.4%
Lord, Abbett & Co
578
Lord, Abbett & Co
New Jersey
$1.7M +$1.7M +11,175 New
WTA
579
Washington Trust Advisors
Massachusetts
$1.69M -$1.07M -7,025 -39%
CFG
580
Cooper Financial Group
California
$1.69M -$18.4K -121 -1%
GJIA
581
Glass Jacobson Investment Advisors
Maryland
$1.67M +$1.67M +11,022 New
ACA
582
Atlas Capital Advisors
Wyoming
$1.66M +$56.6K +373 +4%
WDG
583
Wealth Dimensions Group
Ohio
$1.65M +$1.38M +9,125 +517%
FT
584
Fiduciary Trust
Massachusetts
$1.64M – – –
FTS
585
Fifth Third Securities
Ohio
$1.64M -$147K -967 -8%
OWA
586
One Wealth Advisors
California
$1.64M +$1.1M +7,230 +203%
CAM
587
Carret Asset Management
New York
$1.63M +$303 +2 +0%
BDFN
588
Bond & Devick Financial Network
Minnesota
$1.63M +$10K +66 +0.6%
NLG
589
New Legacy Group
New York
$1.61M – – –
BFA
590
Benedict Financial Advisors
Georgia
$1.61M -$7.58K -50 -0.5%
CG
591
Clifford Group
Massachusetts
$1.6M +$1.6M +10,559 New
CFG
592
Citizens Financial Group
Rhode Island
$1.6M -$55.7K -367 -3%
LWCFA
593
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.59M – – –
RLIM
594
Red Lighthouse Investment Management
New York
$1.59M +$1.59M +10,482 New
EFS
595
Essex Financial Services
Connecticut
$1.59M -$52.5K -346 -3%
PP
596
Prosperity Planning
Missouri
$1.58M – – –
TSW
597
Thompson Siegel & Walmsley
Virginia
$1.58M – – –
SCP
598
Seizert Capital Partners
Michigan
$1.57M +$1.57M +10,372 New
IAG
599
Investmark Advisory Group
Connecticut
$1.56M +$819K +5,398 +111%
DFS
600
Dixon Fnancial Services
California
$1.55M – – –
22 23
24
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