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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.82B
2
APF
Alaska Permanent Fund
Alaska
$246M
3
Morgan Stanley
Morgan Stanley
New York
$4.14B
4
Bank of America
Bank of America
North Carolina
$6.83B
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
901
Moloney Securities Asset Management
Missouri
$413K +$4.62K +34 +1%
LIM
902
Leavell Investment Management
Alabama
$412K – – –
DDPIC
903
Deroy & Devereaux Private Investment Counsel
Michigan
$411K -$40.8K -300 -9%
FNT
904
First National Trust
Pennsylvania
$410K +$50.7K +373 +14%
WLPWM
905
Walled Lake Planning & Wealth Management
Illinois
$409K -$4.49K -33 -1%
BLC
906
Brown, Lisle/Cummings
Rhode Island
$408K +$49K +360 +14%
CIP
907
Capital Insight Partners
Arizona
$406K -$101K -739 -20%
SAG
908
Spotlight Asset Group
Illinois
$406K +$406K +2,831 New
MPWT
909
MassMutual Private Wealth & Trust
Connecticut
$403K – – –
DC
910
Davenport & Co
Virginia
$400K +$2.99K +22 +0.8%
SW
911
SteelPeak Wealth
California
$398K – – –
SCP
912
Syntal Capital Partners
Texas
$398K – – –
SHGA
913
Sand Hill Global Advisors
California
$396K -$100K -735 -20%
TSWM
914
Triangle Securities Wealth Management
North Carolina
$396K -$8.02K -59 -2%
HC
915
Hamilton Capital
Ohio
$396K – – –
MMA
916
Miracle Mile Advisors
California
$394K -$64.7K -476 -14%
IA
917
Insight Advisors
Pennsylvania
$390K +$2.04K +15 +0.5%
SCM
918
Schnieders Capital Management
California
$389K -$168K -1,238 -30%
TAM
919
Townsend Asset Management
North Carolina
$389K – – –
ICG
920
InterOcean Capital Group
Tennessee
$388K -$579K -4,260 -60%
SPP
921
Single Point Partners
Massachusetts
$384K -$20.5K -151 -5%
OHWP
922
Oak Harbor Wealth Partners
North Carolina
$381K – – –
FC
923
Forte Capital
New York
$381K +$1.09K +8 +0.3%
TW
924
Transform Wealth
Colorado
$380K -$49.7K -365 -12%
BFC
925
Bedel Financial Consulting
Indiana
$380K -$6.46K -43 -2%
35 36
37
38 39