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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 %
EWA
1001
Exencial Wealth Advisors
Oklahoma
$413K +$31.5K +208 +8%
APW
1002
Acima Private Wealth
Virginia
$413K – – –
FC
1003
Fusion Capital
South Carolina
$411K +$11.1K +73 +3%
BWA
1004
BDO Wealth Advisors
Florida
$409K -$5.91K -39 -1%
Walleye Trading
1005
Walleye Trading
New York
$409K – – –
MSFS
1006
Main Street Financial Solutions
Pennsylvania
$407K -$424K -2,796 -51%
BBNA
1007
Bremer Bank National Association
Minnesota
$403K – – –
CC
1008
Cypress Capital
Tennessee
$403K – – –
MCP
1009
Mirador Capital Partners
California
$402K +$5.16K +34 +1%
MSA
1010
Marino Stram & Associates
Massachusetts
$401K -$6.37K -42 -2%
BI
1011
Berkeley Inc
Idaho
$400K +$455 +3 +0.1%
TW
1012
Transform Wealth
Colorado
$397K -$26.7K -176 -6%
PAI
1013
Pittenger & Anderson Inc
Nebraska
$394K – – –
NRI
1014
NFP Retirement Inc
California
$392K +$3.49K +23 +0.9%
SHFA
1015
SC&H Financial Advisors
Maryland
$391K +$1.21K +8 +0.3%
PPW
1016
Pasadena Private Wealth
California
$390K – – –
DWA
1017
Douglass Winthrop Advisors
New York
$389K +$389K +2,566 New
Koshinski Asset Management
1018
Koshinski Asset Management
Illinois
$388K +$50.6K +334 +15%
FHA
1019
Flagship Harbor Advisors
Massachusetts
$385K +$18.2K +120 +5%
AWM
1020
AAF Wealth Management
Massachusetts
$384K +$1.37K +9 +0.4%
FSA
1021
Fort Sheridan Advisors
Illinois
$384K +$53.4K +352 +16%
BFC
1022
Bedel Financial Consulting
Indiana
$384K – – –
OIM
1023
Oder Investment Management
California
$383K +$152 +1 +0%
PWS
1024
Private Wealth Strategies
Ohio
$381K – – –
AWMG
1025
Alliance Wealth Management Group
New Jersey
$381K – – –
39 40
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