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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 %
UL
601
Unionview LLC
Washington
$1.55M +$32K +211 +2%
VA
602
Valmark Advisers
Ohio
$1.54M +$7.73K +51 +0.5%
MCM
603
Mitchell Capital Management
Kansas
$1.54M +$315K +2,075 +26%
LWAC
604
Laurel Wealth Advisors (California)
California
$1.54M -$49.9K -329 -3%
EI
605
Ellevest Inc
New York
$1.54M +$33.4K +220 +2%
WLPWM
606
Walled Lake Planning & Wealth Management
Illinois
$1.53M +$1.08M +7,098 +236%
SFA
607
Seneca Financial Advisors
New York
$1.53M -$11.4K -75 -0.7%
AWM
608
Angeles Wealth Management
California
$1.53M +$1.48M +9,730 +2,780%
BP
609
BBR Partners
New York
$1.52M – – –
JIR
610
James Investment Research
Ohio
$1.52M -$34.7K -229 -2%
FLPIM
611
F.L. Putnam Investment Management
Massachusetts
$1.51M -$39.4K -260 -3%
MCA
612
Maryland Capital Advisors
Maryland
$1.51M -$1.67K -11 -0.1%
AWA
613
Aaron Wealth Advisors
Illinois
$1.51M +$980K +6,464 +184%
CFA
614
Cahill Financial Advisors
Minnesota
$1.51M -$41.4K -273 -3%
GG
615
GenWealth Group
New Jersey
$1.5M -$52.5K -346 -3%
MIM
616
Miller Investment Management
Pennsylvania
$1.5M +$1.5M +9,868 New
SFS
617
Summit Financial Strategies
Ohio
$1.49M – – –
EPA
618
Element Pointe Advisors
Florida
$1.48M +$408K +2,691 +38%
FPF
619
First Pacific Financial
Washington
$1.48M -$64.4K -425 -4%
NHC
620
Nicholas Hoffman & Company
Georgia
$1.47M +$434K +2,859 +42%
WCP
621
Wick Capital Partners
Pennsylvania
$1.47M -$289K -1,904 -16%
CT
622
Colonial Trust
South Carolina
$1.46M +$145K +954 +11%
VCP
623
Vista Capital Partners
Oregon
$1.46M -$161K -1,061 -10%
AP
624
Adero Partners
California
$1.45M -$8.19K -54 -0.6%
EAM
625
Evanson Asset Management
California
$1.45M +$303 +2 +0%
23 24
25
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