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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
$7.92B
2
BlackRock
BlackRock
New York
$792M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.15B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$463M
5
Wells Fargo
Wells Fargo
California
$857M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.29B
2
JHU
Johns Hopkins University
Maryland
$231M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.76B
4
BWCS
Beirne Wealth Consulting Services
Connecticut
$14.7M
5
UBS Group
UBS Group
Switzerland
$1.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
976
Syntal Capital Partners
Texas
$444K – – –
CPIA
977
Cornell Pochily Investment Advisors
New York
$444K +$75.8K +500 +21%
EDRH
978
Edmond de Rothschild Holding
Switzerland
$443K +$86.7K +572 +24%
ESB
979
Essex Savings Bank
Connecticut
$443K +$101K +669 +30%
HC
980
Hamilton Capital
Ohio
$441K – – –
OPW
981
Oxler Private Wealth
New York
$441K +$2.12K +14 +0.5%
Schroder Investment Management Group
982
Schroder Investment Management Group
United Kingdom
$440K +$91K +600 +26%
MC
983
Matisse Capital
Oregon
$440K +$440K +2,900 New
TAM
984
Townsend Asset Management
North Carolina
$437K +$3.49K +23 +0.8%
IA
985
Insight Advisors
Pennsylvania
$437K +$1.97K +13 +0.5%
CAS
986
Coppell Advisory Solutions
Texas
$437K +$437K +2,878 New
CASC
987
Coppell Advisory Solutions Corp
Texas
$437K +$437K +2,878 New
FNT
988
First National Trust
Pennsylvania
$431K -$26.2K -173 -6%
MMA
989
Miracle Mile Advisors
California
$430K -$9.4K -62 -2%
SPP
990
Single Point Partners
Massachusetts
$430K +$2.12K +14 +0.5%
SW
991
SteelPeak Wealth
California
$430K -$14.4K -95 -3%
ASC
992
Atalanta Sosnoff Capital
New York
$429K +$429K +2,830 New
TSWM
993
Triangle Securities Wealth Management
North Carolina
$427K -$14.6K -96 -3%
FC
994
Forte Capital
New York
$425K – – –
HWA
995
HCR Wealth Advisors
California
$421K – – –
SW
996
Simplicity Wealth
New Jersey
$421K +$421K +2,776 New
CWM
997
CCG Wealth Management
California
$419K +$152K +1,000 +57%
KIA
998
KCM Investment Advisors
California
$418K – – –
PL
999
Plancorp LLC
Missouri
$417K – – –
WPC
1000
Wedmont Private Capital
Pennsylvania
$415K +$19K +122 +5%
38 39
40
41 42