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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 %
PFP
676
Paragon Financial Partners
California
$1.21M +$5.31K +35 +0.4%
MSWMA
677
Market Street Wealth Management Advisors
Indiana
$1.21M -$367K -2,419 -23%
VW
678
Vance Wealth
California
$1.2M -$696K -4,588 -37%
NFG
679
Nations Financial Group
Iowa
$1.2M +$50.5K +333 +4%
HHRDM
680
H&H Retirement Design & Management
Nevada
$1.2M -$85.1K -537 -7%
AWM
681
Axxcess Wealth Management
California
$1.19M +$510K +3,364 +75%
LAM
682
Lakewood Asset Management
Illinois
$1.18M +$1.18M +7,788 New
ACM
683
Alamar Capital Management
California
$1.17M – – –
AA
684
AlphaQ Advisors
Florida
$1.17M +$1.17M +7,709 New
RFG
685
RFP Financial Group
Georgia
$1.15M +$1.15M +7,616 New
BWP
686
Balboa Wealth Partners
Arizona
$1.15M +$606K +3,996 +111%
HCM
687
Hamlin Capital Management
New York
$1.15M +$18.7K +123 +2%
EWA
688
EverSource Wealth Advisors
Alabama
$1.15M +$767K +5,059 +202%
HF
689
HRT Financial
New York
$1.15M -$12.7M -83,968 -92%
ML
690
Mayport LLC
Massachusetts
$1.14M – – –
ADL
691
Asset Dedication LLC
California
$1.14M +$55.9K +369 +5%
MCA
692
MSH Capital Advisors
Arizona
$1.13M +$116K +765 +11%
GC
693
Garde Capital
Washington
$1.13M -$6.67K -44 -0.6%
IA
694
IFP Advisors
Florida
$1.12M -$4.87K -40 -0.4%
AWM
695
Atticus Wealth Management
Florida
$1.12M +$1.12M +7,404 New
FFA
696
Fragasso Financial Advisors
Pennsylvania
$1.12M +$35.8K +236 +3%
MCM
697
Manchester Capital Management
Vermont
$1.12M -$171K -1,125 -13%
MWM
698
Meridian Wealth Management
Kentucky
$1.12M -$96.4K -636 -8%
CTA
699
Chesley Taft & Associates
Illinois
$1.12M +$96.1K +634 +9%
CPA
700
Cardiff Park Advisors
California
$1.11M +$1.06K +7 +0.1%
26 27
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