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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 %
CPA
651
Cardiff Park Advisors
California
$995K +$952 +7 +0.1%
SHJ
652
Sharkey, Howes & Javer
Colorado
$988K – – –
CWM
653
Congress Wealth Management
Massachusetts
$984K – – –
ES
654
Eagle Strategies
New York
$977K -$134K -988 -12%
FFA
655
Fragasso Financial Advisors
Pennsylvania
$975K +$2.59K +19 +0.3%
ADL
656
Asset Dedication LLC
California
$972K +$972K +7,132 New
MHS
657
M Holdings Securities
Oregon
$965K -$11.4K -84 -1%
ERWM
658
Elk River Wealth Management
Colorado
$963K +$700K +5,150 +267%
EPA
659
Element Pointe Advisors
Florida
$962K -$278K -2,041 -22%
WIC
660
Whitegate Investment Counselors
New Hampshire
$961K – – –
OCM
661
Objective Capital Management
Ohio
$958K +$136 +1 +0%
AWA
662
Amplius Wealth Advisors
Pennsylvania
$957K – – –
PPP
663
Private Portfolio Partners
New Jersey
$950K -$64.1K -471 -6%
BOH
664
Bank of Hawaii
Hawaii
$950K -$73.2K -538 -7%
STA
665
Summit Trail Advisors
New York
$949K -$2.72M -19,998 -74%
CIA
666
Capital Investment Advisors
Georgia
$946K -$2.04K -15 -0.2%
RCM
667
RNC Capital Management
California
$938K +$167K +1,225 +22%
NHC
668
Nicholas Hoffman & Company
Georgia
$933K – – –
SIC
669
Sigma Investment Counselors
Michigan
$930K – – –
SS
670
Simplicity Solutions
Minnesota
$930K – – –
CAM
671
Campion Asset Management
Virginia
$929K +$60.5K +445 +7%
DWM
672
Dakota Wealth Management
Florida
$922K -$323K -2,377 -26%
New York State Common Retirement Fund
673
New York State Common Retirement Fund
New York
$920K – – –
CTA
674
Chesley Taft & Associates
Illinois
$915K +$60.5K +445 +7%
MCA
675
MSH Capital Advisors
Arizona
$910K +$143K +1,050 +19%
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