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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 %
GC
801
Gratus Capital
Georgia
$767K -$28.7K -189 -4%
SCI
802
S&CO Inc
Massachusetts
$765K – – –
EA
803
Evergreen Advisors
Tennessee
$764K -$717K -4,730 -48%
PG
804
Patten Group
Tennessee
$759K +$225K +1,481 +42%
CB
805
Cadence Bank
Mississippi
$754K -$32.5K -214 -4%
CWA
806
CM Wealth Advisors
Ohio
$749K – – –
PGWM
807
Parisi Gray Wealth Management
New Jersey
$747K +$747K +4,927 New
FMTC
808
Farmers & Merchants Trust Company
California
$745K +$60.7K +400 +9%
MCCA
809
Mill Creek Capital Advisors
Pennsylvania
$744K +$744K +4,908 New
FFP
810
FourThought Financial Partners
Florida
$737K +$737K +4,860 New
H
811
HoyleCohen
California
$735K +$735K +4,848 New
WCWM
812
Willow Creek Wealth Management
California
$735K – – –
CAAS
813
Capital Asset Advisory Services
Michigan
$730K -$813K -5,359 -53%
GG
814
Gofen & Glossberg
Illinois
$729K – – –
WP
815
WMS Partners
Maryland
$728K -$261K -1,723 -26%
JF
816
Jump Financial
Illinois
$728K -$1.23M -8,109 -63%
B
817
Bailard
California
$728K – – –
CCM
818
Coldstream Capital Management
Washington
$727K +$727K +4,791 New
YWP
819
YorkBridge Wealth Partners
New York
$725K – – –
BS
820
Boenning & Scattergood
Pennsylvania
$725K -$15.6K -94 -2%
MGIA
821
Matthew Goff Investment Advisor
Texas
$722K -$607 -4 -0.1%
LT
822
Legacy Trust
Michigan
$719K +$719K +4,744 New
First Manhattan
823
First Manhattan
New York
$718K -$1.26M -8,331 -64%
BFA
824
Beaumont Financial Advisors
Massachusetts
$718K +$14K +92 +2%
FFA
825
First Foundation Advisors
California
$711K +$2.58K +17 +0.4%
31 32
33
34 35