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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 %
BFPW
901
BOK Financial Private Wealth
Colorado
$576K -$218K -1,440 -28%
CD
902
Chapin Davis
Maryland
$568K +$568K +3,745 New
BFWA
903
Benchmark Financial Wealth Advisors
Florida
$568K +$1.06K +7 +0.2%
RSWM
904
Robertson Stephens Wealth Management
California
$566K -$660K -4,355 -54%
RWP
905
RWA Wealth Partners
Massachusetts
$565K +$45.6K +290 +9%
MFG
906
MidWestOne Financial Group
Iowa
$565K +$18.2K +120 +3%
AFC
907
AFT Forsyth & Company
Florida
$564K -$3.03K -20 -0.5%
SB
908
Sunflower Bank
Texas
$563K – – –
Victory Capital Management
909
Victory Capital Management
Texas
$561K – – –
PCMC
910
Private Capital Management (Colorado)
Colorado
$560K +$76.4K +504 +16%
OWP
911
Obermeyer Wealth Partners
Colorado
$560K +$98.6K +650 +21%
CT
912
Cambridge Trust
Massachusetts
$556K – – –
FGG
913
Financial Guidance Group
Florida
$551K – – –
LSPW
914
Lake Street Private Wealth
Illinois
$550K +$15.8K +104 +3%
GA
915
Greenspring Advisors
Maryland
$548K -$111K -735 -17%
EIP
916
Ellis Investment Partners
Pennsylvania
$546K -$8.64K -57 -2%
COCM
917
Charter Oak Capital Management
New Hampshire
$545K -$7.43K -49 -1%
GFS
918
GYL Financial Synergies
Connecticut
$543K +$68.7K +453 +14%
BCM
919
Bourgeon Capital Management
Connecticut
$535K – – –
RVM
920
Robinson Value Management
Texas
$532K -$99.6K -657 -16%
WP
921
Westmount Partners
California
$532K +$532K +3,509 New
WW
922
Waterfront Wealth
Kansas
$529K – – –
PCS
923
Personal CFO Solutions
New Jersey
$528K -$98.1K -647 -16%
D
924
Diversified
Delaware
$525K +$525K +3,465 New
DC
925
Davenport & Co
Virginia
$525K +$79.1K +522 +18%
35 36
37
38 39