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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 %
LWP
751
Legacy Wealth Planning
Nevada
$705K -$136K -996 -16%
SC
752
SouthState Corp
Florida
$705K -$32.1K -236 -4%
TWM
753
Thrive Wealth Management
Pennsylvania
$705K +$110K +812 +19%
HI
754
Harbour Investments
Wisconsin
$691K – – –
SCI
755
S&CO Inc
Massachusetts
$686K – – –
OLA
756
Oliver Luxxe Assets
New Jersey
$682K +$44.6K +328 +7%
KFI
757
Key Financial Inc
Pennsylvania
$680K +$11.8K +87 +2%
WI
758
WrapManager Inc
California
$666K -$33K -243 -5%
IAG
759
Investmark Advisory Group
Connecticut
$663K -$4.76K -35 -0.7%
WCWM
760
Willow Creek Wealth Management
California
$659K – – –
AW
761
ACG Wealth
Georgia
$656K – – –
GG
762
Gofen & Glossberg
Illinois
$653K -$213K -1,565 -25%
B
763
Bailard
California
$652K -$123K -903 -16%
YWP
764
YorkBridge Wealth Partners
New York
$650K +$22.7K +167 +4%
MGIA
765
Matthew Goff Investment Advisor
Texas
$648K – – –
CPA
766
Capital Planning Advisors
California
$646K -$487K -3,578 -43%
EWM
767
Empirical Wealth Management
Washington
$646K -$147K -1,080 -19%
PIFP
768
Partners in Financial Planning
Virginia
$642K +$182K +1,173 +39%
PCIA
769
Prime Capital Investment Advisors
Kansas
$641K +$183K +1,344 +40%
GTAM
770
Global Trust Asset Management
Florida
$639K -$47.2K -347 -7%
IAG
771
Investment Advisory Group
Massachusetts
$636K +$307K +2,262 +94%
CIM
772
Confluence Investment Management
Missouri
$635K -$113K -830 -15%
FFA
773
First Foundation Advisors
California
$635K -$28.5K -210 -4%
BFA
774
Beaumont Financial Advisors
Massachusetts
$631K +$54.8K +403 +10%
CC
775
Courier Capital
New York
$630K -$17K -125 -3%
29 30
31
32 33