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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 %
PFGIA
701
Patriot Financial Group Insurance Agency
Massachusetts
$851K -$8.02K -59 -0.9%
AF
702
Apexium Financial
Texas
$849K +$849K +6,243 New
FWM
703
Fairhaven Wealth Management
Illinois
$848K – – –
CFO
704
CVA Family Office
Colorado
$848K – – –
MWM
705
Mascoma Wealth Management
New Hampshire
$846K – – –
HPA
706
High Probability Advisors
New York
$844K – – –
AIS
707
American Investment Services
Massachusetts
$844K +$500K +3,680 +145%
LCM
708
Logan Capital Management
Pennsylvania
$838K -$2.72M -20,010 -76%
AFG
709
Allegheny Financial Group
Pennsylvania
$824K +$40.3K +297 +5%
CWA
710
Core Wealth Advisors
Florida
$823K – – –
PWP
711
Pursue Wealth Partners
California
$821K +$286K +2,100 +53%
BCM
712
Bayesian Capital Management
New York
$819K +$819K +6,021 New
EW
713
Evoke Wealth
California
$818K – – –
WWA
714
WCG Wealth Advisors
Nevada
$817K +$817K +5,901 New
ClearBridge Investments
715
ClearBridge Investments
New York
$814K -$1.11M -8,179 -58%
IAIM
716
International Assets Investment Management
Florida
$814K +$85.3K +627 +12%
KFP
717
KB Financial Partners
New Jersey
$813K – – –
MC
718
Middleton & Co
Massachusetts
$807K – – –
BFS
719
Bradley Foster & Sargent
Connecticut
$806K -$50.2K -369 -6%
SWM
720
Soundmark Wealth Management
Washington
$802K – – –
AG
721
Appleton Group
Wisconsin
$796K – – –
RPWA
722
Regent Peak Wealth Advisors
Georgia
$796K – – –
FI
723
Financial Insights
Washington
$789K -$6.39K -47 -0.8%
HC
724
Hoese & Co
Minnesota
$784K – – –
CFAM
725
Coury Firm Asset Management
Pennsylvania
$784K – – –
27 28
29
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