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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 %
AHC
651
Anderson Hoagland & Co
Missouri
$1.31M +$1.31M +8,540 New
AFA
652
American Financial Advisors
Georgia
$1.31M -$5.76K -38 -0.4%
SIA
653
Schechter Investment Advisors
Michigan
$1.31M +$142K +936 +12%
KWS
654
Keystone Wealth Services
California
$1.3M +$18.8K +124 +1%
TNA
655
True North Advisors
Texas
$1.3M -$608K -4,006 -32%
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$1.3M – – –
WI
657
Wintrust Investments
Illinois
$1.28M -$1.37K -9 -0.1%
RW
658
RVW Wealth
California
$1.28M +$1.28M +8,433 New
LGG
659
Luts & Greenleigh Group
Maryland
$1.27M +$1.27M +8,404 New
DWM
660
Darwin Wealth Management
Florida
$1.26M -$51K -322 -4%
PFA
661
Pure Financial Advisors
California
$1.26M +$298K +1,966 +31%
CGL
662
Clarius Group LLC
Washington
$1.26M – – –
MW
663
Marcum Wealth
Ohio
$1.26M -$15.5K -102 -1%
LOAMS
664
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.26M -$38.6M -254,800 -97%
LFG
665
Larson Financial Group
Missouri
$1.25M -$8.04K -53 -0.6%
DWM
666
Dakota Wealth Management
Florida
$1.23M +$205K +1,352 +20%
DFA
667
DHK Financial Advisors
New Hampshire
$1.23M – – –
NLP
668
Next Level Private
New York
$1.23M -$386K -2,492 -24%
NPF
669
Norris Perne & French
Michigan
$1.23M -$45.5K -300 -4%
B
670
Bensler
Washington
$1.23M +$112K +738 +10%
MHS
671
M Holdings Securities
Oregon
$1.23M +$150K +988 +14%
ES
672
Eagle Strategies
New York
$1.22M +$134K +885 +12%
TP
673
Tranquility Partners
Tennessee
$1.22M -$44K -290 -3%
RW
674
Regimen Wealth
Georgia
$1.22M +$1.22M +8,014 New
CAMG
675
CWA Asset Management Group
Florida
$1.21M -$11.2K -74 -0.9%
25 26
27
28 29