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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.

Holders
1,456
Holders Change
+143
Holders Change %
+10.89%
% of All Funds
23.5%
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
1
Bank of America
North Carolina
$7.92B
2
BlackRock
2
BlackRock
New York
$792M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.15B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$463M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$80.2M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.29B
2
JHU
2
Johns Hopkins University
Maryland
$231M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.76B
4
BWCS
4
Beirne Wealth Consulting Services
Connecticut
$14.7M
5
UBS Group
5
UBS Group
Switzerland
$1.08B
Name Market Value Shares Shares
Change 		Shares
Change %
PFO
51
Pathstone Family Office
New Jersey
$86.6M 426,984 -259,568 -38%
Mariner
52
Mariner
Kansas
$85.6M 564,675 +48,607 +9%
1SB
53
1ST Source Bank
Indiana
$84.2M 555,389 -6,630 -1%
Creative Planning
54
Creative Planning
Kansas
$81.6M 538,258 -1,236 -0.2%
Corient Private Wealth
55
Corient Private Wealth
Florida
$80.2M 501,079 +501,079 New
EH
56
Equitable Holdings
New York
$76.3M 503,113 -20,435 -4%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$74.8M 493,081 +328,172 +199%
CAN
58
Cetera Advisor Networks
California
$69.7M 459,344 +97,244 +27%
GA
59
Geller Advisors
New York
$69.1M 455,627 +143,332 +46%
Aristotle Capital Management
60
Aristotle Capital Management
California
$65.9M 434,748 +395,097 +996%
Bank of Nova Scotia
61
Bank of Nova Scotia
Ontario, Canada
$64.3M 424,125 – –
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$63.3M 402,712 -15,062 -4%
CMA
63
Cedar Mountain Advisors
Oregon
$61.4M 404,571 -3,477 -0.9%
CL
64
Choreo LLC
Illinois
$60.8M 400,612 +540 +0.1%
SWPG
65
Strategic Wealth Partners Group
Illinois
$59.9M 394,892 +12,145 +3%
PI
66
Putnam Investments
Massachusetts
$59.2M 390,517 +322,285 +472%
CCWM
67
Cassaday & Co Wealth Management
Virginia
$59.2M 390,155 +390,155 New
LCOV
68
London Company of Virginia
Virginia
$56.5M 372,421 +225,334 +153%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$55.5M 365,291 +110,692 +43%
LC
70
Landaas & Company
Wisconsin
$54.4M 358,915 +25,559 +8%
MCM
71
MV Capital Management
Maryland
$53.8M 354,851 +16,028 +5%
SGAM
72
Stephens Group Asset Management
Arkansas
$53M 349,345 +124 +0%
AIA
73
Alera Investment Advisors
Illinois
$51.8M 341,339 -5,817 -2%
Cerity Partners
74
Cerity Partners
New York
$51.5M 283,244 +201,300 +246%
PAS
75
Park Avenue Securities
New York
$50.9M 335,582 +4,639 +1%
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