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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 %
TWA
601
TCI Wealth Advisors
Arizona
$1.25M -$58.5K -430 -4%
LDB
602
Lee, Danner & Bass
Tennessee
$1.25M – – –
BAG
603
Briggs Advisory Group
Rhode Island
$1.23M – – –
PWMG
604
Provence Wealth Management Group
California
$1.21M +$175K +1,290 +17%
GF
605
Gries Financial
Ohio
$1.21M +$8.57K +63 +0.7%
IB
606
Intrust Bank
Kansas
$1.2M -$32.9K -242 -3%
RWA
607
Ropes Wealth Advisors
Massachusetts
$1.2M +$5.85K +43 +0.5%
AFA
608
American Financial Advisors
Georgia
$1.18M -$14.7K -108 -1%
WG
609
Watchman Group
Texas
$1.18M -$109K -800 -8%
CT
610
Colonial Trust
South Carolina
$1.18M +$1.18M +8,650 New
BCM
611
Brookstone Capital Management
Illinois
$1.17M -$169K -1,239 -13%
DWM
612
Darwin Wealth Management
Florida
$1.17M -$107K -760 -8%
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$1.16M +$211K +1,552 +22%
MCM
614
Manchester Capital Management
Vermont
$1.16M -$550K -4,047 -32%
PA
615
Pinnacle Associates
New York
$1.15M -$5.85K -43 -0.5%
WI
616
Wintrust Investments
Illinois
$1.15M +$22.3K +164 +2%
KWS
617
Keystone Wealth Services
California
$1.15M – – –
NPF
618
Norris Perne & French
Michigan
$1.14M -$20.9K -154 -2%
MW
619
Marcum Wealth
Ohio
$1.14M -$200K -1,469 -15%
TP
620
Tranquility Partners
Tennessee
$1.13M -$29.7K -218 -3%
LFG
621
Larson Financial Group
Missouri
$1.13M -$17.4K -128 -2%
IA
622
IFP Advisors
Florida
$1.13M +$110K +904 +11%
CGL
623
Clarius Group LLC
Washington
$1.13M – – –
AWM
624
Accurate Wealth Management
Florida
$1.13M +$137K +525 +14%
HHRDM
625
H&H Retirement Design & Management
Nevada
$1.12M -$6.35K -46 -0.6%
23 24
25
26 27