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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 %
SC
626
Steph & Co
Wisconsin
$1.45M +$7.13K +47 +0.5%
NCM
627
NCM Capital Management
New Jersey
$1.45M -$34.9K -230 -2%
CWP
628
Cyndeo Wealth Partners
Florida
$1.44M +$1.44M +9,494 New
RB
629
Renasant Bank
Mississippi
$1.44M -$9.86K -65 -0.7%
PTC
630
Private Trust Company
Ohio
$1.43M -$110K -728 -7%
GF
631
Gries Financial
Ohio
$1.42M +$72.7K +479 +5%
HS
632
Horan Securities
United States
$1.42M -$159K -1,047 -10%
AIM
633
Anchor Investment Management
South Carolina
$1.41M +$303 +2 +0%
GFP
634
Gryphon Financial Partners
Ohio
$1.41M -$35.8K -236 -2%
BSSFA
635
Baron Silver Stevens Financial Advisors
Florida
$1.39M +$152 +1 +0%
LDB
636
Lee, Danner & Bass
Tennessee
$1.39M – – –
SPC
637
Sigma Planning Corp
Michigan
$1.38M -$22.4K -148 -2%
TWA
638
TCI Wealth Advisors
Arizona
$1.38M -$10.2K -67 -0.7%
KCM
639
Kornitzer Capital Management
Kansas
$1.38M -$63.2K -417 -4%
BAG
640
Briggs Advisory Group
Rhode Island
$1.37M -$5.61K -37 -0.4%
BC
641
Barrett & Company
Rhode Island
$1.36M – – –
MOS
642
MGO One Seven
Ohio
$1.36M +$903K +5,952 +197%
PA
643
Pinnacle Associates
New York
$1.35M +$64.6K +426 +5%
IB
644
Intrust Bank
Kansas
$1.34M +$7.58K +50 +0.6%
JIC
645
Joel Isaacson & Co
New York
$1.34M +$369K +2,432 +38%
BCM
646
Brookstone Capital Management
Illinois
$1.33M +$933 +6 +0.1%
RWA
647
Ropes Wealth Advisors
Massachusetts
$1.33M -$10.5K -69 -0.8%
GC
648
Grimes & Company
Massachusetts
$1.33M -$212K -1,401 -14%
SVWAG
649
Sound View Wealth Advisors Group
Georgia
$1.32M +$78.8K +477 +6%
AssetMark Inc
650
AssetMark Inc
California
$1.32M +$940K +6,199 +246%
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