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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 %
TFGT
701
TS Financial Group (TSFG)
Illinois
$1.1M +$705K +4,650 +177%
SHJ
702
Sharkey, Howes & Javer
Colorado
$1.1M – – –
OCG
703
Opus Capital Group
Ohio
$1.1M -$140K -926 -11%
WMA
704
West Michigan Advisors
Michigan
$1.08M -$43.4K -286 -4%
PPP
705
Private Portfolio Partners
New Jersey
$1.08M +$16.4K +108 +2%
WIC
706
Whitegate Investment Counselors
New Hampshire
$1.07M – – –
OCM
707
Objective Capital Management
Ohio
$1.07M +$152 +1 +0%
AWA
708
Amplius Wealth Advisors
Pennsylvania
$1.07M – – –
MWM
709
Moran Wealth Management
Florida
$1.06M +$1.06M +7,004 New
PWMG
710
Provence Wealth Management Group
California
$1.06M -$292K -1,924 -22%
CAM
711
Campion Asset Management
Virginia
$1.06M +$21.2K +140 +2%
CIA
712
Capital Investment Advisors
Georgia
$1.06M +$152 +1 +0%
SIC
713
Sigma Investment Counselors
Michigan
$1.05M +$13.6K +90 +1%
WTB
714
Washington Trust Bank
Washington
$1.04M -$3.28M -21,618 -76%
TFO
715
Tarbox Family Office
California
$1.04M – – –
IAIM
716
International Assets Investment Management
Florida
$1.04M +$132K +870 +15%
WB
717
WesBanco Bank
West Virginia
$1.03M +$27.1K +179 +3%
NIM
718
Northeast Investment Management
Massachusetts
$1.03M +$1.03M +6,800 New
VF
719
Vawter Financial
Ohio
$1.03M +$1.03M +6,785 New
SS
720
Simplicity Solutions
Minnesota
$1.03M -$12.4K -82 -1%
WG
721
Watchman Group
Texas
$1.02M -$290K -1,910 -22%
ERWM
722
Elk River Wealth Management
Colorado
$1.01M -$61.3K -404 -6%
KTC
723
Kistler-Tiffany Companies
Pennsylvania
$1M +$152 +1 +0%
LBC
724
Lowe Brockenbrough & Co
Virginia
$1,000K – – –
CBA
725
Coastal Bridge Advisors
Connecticut
$999K – – –
27 28
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