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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.

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
1
Johns Hopkins University
Maryland
$293M
2
American Century Companies
2
American Century Companies
Missouri
$537M
3
JRP
3
Jasper Ridge Partners
California
$224M
4
BWCS
4
Beirne Wealth Consulting Services
Connecticut
$68.1M
5
PFO
5
Pathstone Family Office
New Jersey
$93.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.82B
2
APF
2
Alaska Permanent Fund
Alaska
$246M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.14B
4
Bank of America
4
Bank of America
North Carolina
$6.83B
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
1SB
51
1ST Source Bank
Indiana
$76.4M 562,019 -8,369 -1%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$76.2M 560,428 -191,384 -25%
Creative Planning
53
Creative Planning
Kansas
$73.4M 539,494 -51,147 -9%
EH
54
Equitable Holdings
New York
$71.2M 523,548 -17,089 -3%
Mariner
55
Mariner
Kansas
$70.2M 516,068 -8,736 -2%
BWCS
56
Beirne Wealth Consulting Services
Connecticut
$68.1M 500,521 +398,365 +390%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$58M 417,774 +14,100 +3%
Bank of Nova Scotia
58
Bank of Nova Scotia
Ontario, Canada
$57.7M 424,125 -1,500 -0.4%
WHG
59
Westwood Holdings Group
Texas
$55.9M 411,258 -12,802 -3%
CMA
60
Cedar Mountain Advisors
Oregon
$55.5M 408,048 +24,860 +6%
CL
61
Choreo LLC
Illinois
$54.9M 400,072 -78,144 -16%
BDF
62
Balasa Dinverno & Foltz
$52.1M 383,319 -8,271 -2%
SWPG
63
Strategic Wealth Partners Group
Illinois
$52M 382,747 +12,391 +3%
Brown Advisory
64
Brown Advisory
Maryland
$49.7M 365,219 -88,508 -20%
CAN
65
Cetera Advisor Networks
California
$49.2M 362,100 +19,505 +6%
SGAM
66
Stephens Group Asset Management
Arkansas
$47.5M 349,221 +180 +0.1%
AIA
67
Alera Investment Advisors
Illinois
$47.2M 347,156 +34,143 +11%
GW
68
GW & Wade
Massachusetts
$46.7M 343,060 -269 -0.1%
MCM
69
MV Capital Management
Maryland
$46.1M 338,823 +18,971 +6%
LC
70
Landaas & Company
Wisconsin
$45.3M 333,356 +6,247 +2%
PAS
71
Park Avenue Securities
New York
$45M 330,943 -7,381 -2%
William Blair & Company
72
William Blair & Company
Illinois
$43.9M 322,900 +133,203 +70%
PAG
73
Private Advisor Group
New Jersey
$42.7M 314,286 -44,012 -12%
GA
74
Geller Advisors
New York
$42.5M 312,295 -103,998 -25%
BIM
75
Bridges Investment Management
Nebraska
$42M 308,782 -22,064 -7%
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