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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.

Holders
1,456
Holders Change
+143
Holders Change %
+10.89%
% of All Funds
23.5%
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
1
Bank of America
North Carolina
$7.92B
2
BlackRock
2
BlackRock
New York
$792M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.15B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$463M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$80.2M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.29B
2
JHU
2
Johns Hopkins University
Maryland
$231M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.76B
4
BWCS
4
Beirne Wealth Consulting Services
Connecticut
$14.7M
5
UBS Group
5
UBS Group
Switzerland
$1.08B
Name Market Value Shares Shares
Change 		Shares
Change %
WHG
76
Westwood Holdings Group
Texas
$49.8M 328,563 -82,695 -20%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$49.4M 325,487 +167,744 +106%
GW
78
GW & Wade
Massachusetts
$49.3M 325,032 -18,028 -5%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$47.7M 314,869 +141,400 +82%
CFB
80
Cullen/Frost Bankers
Texas
$45.8M 302,255 +34,454 +13%
BIM
81
Bridges Investment Management
Nebraska
$45.7M 301,334 -7,448 -2%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$45.5M 300,113 -5,426 -2%
Diamond Hill Capital Management
83
Diamond Hill Capital Management
Ohio
$44.7M 294,629 +277,900 +1,661%
FBFS
84
First Business Financial Services
Wisconsin
$42.9M 282,623 -5,214 -2%
MWM
85
Modera Wealth Management
New Jersey
$42.8M 282,023 +11,312 +4%
KAS
86
Kestra Advisory Services
Texas
$41.7M 274,809 +13,022 +5%
MML Investors Services
87
MML Investors Services
Massachusetts
$41.5M 273,960 +38,696 +16%
EB
88
Eastern Bank
Massachusetts
$40.1M 264,108 -5,724 -2%
GM
89
Granger Management
New York
$39M 257,349 – –
BGIM
90
Brandywine Global Investment Management
Pennsylvania
$39M 257,173 +31,798 +14%
RFC
91
Regions Financial Corp
Alabama
$39M 257,011 -837 -0.3%
WRTC
92
Wind River Trust Company
Wyoming
$38.4M 253,335 – –
FHA
93
First Horizon Advisors
Tennessee
$37.9M 249,937 -7,871 -3%
TPWA
94
TRUE Private Wealth Advisors
Oregon
$37.8M 248,983 +6,995 +3%
SG
95
StoneX Group
New York
$37.7M 248,255 +6,489 +3%
NFG
96
Nadler Financial Group
Illinois
$36.9M 242,995 +1,436 +0.6%
RCM
97
RNC Capital Management
California
$36.4M 239,915 +233,015 +3,377%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$36.4M 239,713 +50,693 +27%
NYLIM
99
New York Life Investment Management
New York
$36.3M 239,522 -2,659 -1%
CA
100
Cetera Advisors
Colorado
$36.2M 238,549 +61,600 +35%
2 3
4
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