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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.

Holders
1,313
Holders Change
-27
Holders Change %
-2.01%
% of All Funds
22.71%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
1.89%
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
1
Johns Hopkins University
Maryland
$293M
2
American Century Companies
2
American Century Companies
Missouri
$537M
3
JRP
3
Jasper Ridge Partners
California
$224M
4
BWCS
4
Beirne Wealth Consulting Services
Connecticut
$68.1M
5
PFO
5
Pathstone Family Office
New Jersey
$93.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.82B
2
APF
2
Alaska Permanent Fund
Alaska
$246M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.14B
4
Bank of America
4
Bank of America
North Carolina
$6.83B
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$41.6M 305,539 +12,879 +4%
FBFS
77
First Business Financial Services
Wisconsin
$39.1M 287,837 +1,759 +0.6%
MWM
78
Modera Wealth Management
New Jersey
$36.8M 270,711 +92,110 +52%
EB
79
Eastern Bank
Massachusetts
$36.7M 269,832 +6,763 +3%
CFB
80
Cullen/Frost Bankers
Texas
$36.4M 267,801 +599 +0.2%
LOAMS
81
Lombard Odier Asset Management (Switzerland)
Switzerland
$35.8M 263,100 +263,100 New
KAS
82
Kestra Advisory Services
Texas
$35.6M 261,787 +6,435 +3%
EIC
83
Equity Investment Corp
Georgia
$35.2M 258,999 +109,302 +73%
RFC
84
Regions Financial Corp
Alabama
$35.1M 257,848 -1,436 -0.6%
FHA
85
First Horizon Advisors
Tennessee
$35.1M 257,808 -17,369 -6%
GM
86
Granger Management
New York
$35M 257,349 – –
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$35M 254,599 -139,427 -35%
WRTC
88
Wind River Trust Company
Wyoming
$34.5M 253,335 – –
SG
89
StoneX Group
New York
$33.1M 241,766 +19,746 +9%
NYLIM
90
New York Life Investment Management
New York
$32.9M 242,181 +65,155 +37%
TPWA
91
TRUE Private Wealth Advisors
Oregon
$32.9M 241,988 +7,883 +3%
NFG
92
Nadler Financial Group
Illinois
$32.9M 241,559 +585 +0.2%
Twin Tree Management
93
Twin Tree Management
Texas
$32.6M 239,433 +239,433 New
SEI Investments
94
SEI Investments
Pennsylvania
$32.2M 236,459 +24,702 +12%
MML Investors Services
95
MML Investors Services
Massachusetts
$32M 235,264 -9,129 -4%
MCM
96
MAI Capital Management
Ohio
$30.7M 225,505 +16,561 +8%
BGIM
97
Brandywine Global Investment Management
Pennsylvania
$30.6M 225,375 -44,759 -17%
FAM
98
Flaharty Asset Management
Florida
$30.3M 222,967 +10,891 +5%
RTS
99
Round Table Services
New Jersey
$30.1M 221,171 +982 +0.4%
SPIA
100
Steward Partners Investment Advisory
New York
$29.6M 217,841 -1,110 -0.5%
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4
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