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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 %
CWM
726
Connecticut Wealth Management
Connecticut
$783K – – –
FBA
727
Front Barnett Associates
Illinois
$775K -$14K -103 -2%
FFN
728
Focus Financial Network
Minnesota
$771K -$24.6K -180 -3%
BC
729
Barnett & Company
Tennessee
$765K -$242K -1,778 -24%
CTC
730
Central Trust Company
Missouri
$765K +$29.8K +219 +4%
GSIS
731
Global Strategic Investment Solutions
Arizona
$764K – – –
AIP
732
Ameritas Investment Partners
Nebraska
$754K -$431K -3,167 -36%
DIA
733
Dana Investment Advisors
Wisconsin
$750K -$277K -2,038 -27%
PCM
734
Pointe Capital Management
Michigan
$746K +$15.4K +113 +2%
MSFS
735
Main Street Financial Solutions
Pennsylvania
$745K -$6.94K -51 -0.9%
WIA
736
World Investment Advisors
California
$736K – – –
SCA
737
STALEY CAPITAL ADVISERS
Pennsylvania
$729K – – –
AWE
738
Avidian Wealth Enterprises
Texas
$729K +$35.8K +263 +5%
ONB
739
Old National Bancorp
Indiana
$728K +$139K +1,019 +24%
GT
740
Greenleaf Trust
Michigan
$723K +$88.6K +651 +14%
CWM
741
Cornerstone Wealth Management
Missouri
$723K +$111K +820 +18%
SWA
742
Sax Wealth Advisors
New Jersey
$718K -$239K -1,760 -25%
RC
743
RegentAtlantic Capital
New Jersey
$716K -$18.9K -139 -3%
CWM
744
Chicago Wealth Management
Illinois
$716K -$3.13K -23 -0.4%
GC
745
Gratus Capital
Georgia
$714K +$153K +1,125 +27%
BFPW
746
BOK Financial Private Wealth
Colorado
$712K +$160K +1,179 +29%
CSPAM
747
Cary Street Partners Asset Management
Virginia
$711K +$271K +1,991 +62%
FUBT
748
First United Bank & Trust
Maryland
$709K -$8.84K -65 -1%
MA
749
MONECO Advisors
Connecticut
$706K -$54.9K -404 -7%
CB
750
Cadence Bank
Mississippi
$706K +$706K +5,188 New
28 29
30
31 32