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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 %
TIA
1076
Traphagen Investment Advisors
New Jersey
$331K +$303 +2 +0.1%
OFA
1077
Oak Family Advisors
Illinois
$328K – – –
CCG
1078
Coastwise Capital Group
California
$326K +$12.7K +84 +4%
VWM
1079
Vigilare Wealth Management
Arizona
$325K +$57.3K +378 +21%
BC
1080
Bartlett & Co
Ohio
$325K +$122K +802 +60%
BCWM
1081
Bartlett & Co Wealth Management
Ohio
$325K +$122K +802 +60%
PWP
1082
Principle Wealth Partners
Connecticut
$324K – – –
WAM
1083
Weatherly Asset Management
California
$323K -$199K -1,310 -38%
VP
1084
Verum Partners
North Carolina
$321K +$321K +2,115 New
WC
1085
Wexford Capital
Florida
$321K +$321K +2,114 New
RIA
1086
Regal Investment Advisors
Michigan
$320K -$25.6K -169 -7%
GFL
1087
Granite FO LLC
New Hampshire
$320K +$320K +2,013 New
MWA
1088
Meridian Wealth Advisors
Texas
$318K – – –
PWW
1089
Pettyjohn Wood & White
Virginia
$318K – – –
MWM
1090
Madison Wealth Management
Ohio
$317K +$25.8K +170 +9%
MFA
1091
McClarren Financial Advisors
Pennsylvania
$317K +$303 +2 +0.1%
Capital International Investors
1092
Capital International Investors
California
$317K +$317K +2,083 New
SA
1093
Sicart Associates
New York
$316K – – –
EW
1094
Evoke Wealth
California
$314K -$598K -3,943 -66%
Belvedere Trading
1095
Belvedere Trading
Illinois
$314K +$314K +2,073 New
BFO
1096
Biltmore Family Office
North Carolina
$314K +$314K +2,072 New
PP
1097
PDS Planning
Ohio
$313K +$1.21K +8 +0.4%
RWM
1098
Rockwood Wealth Management
Pennsylvania
$312K +$51.9K +342 +20%
MAA
1099
Matrix Asset Advisors
New York
$312K +$312K +2,059 New
DFG
1100
Delta Financial Group
New Jersey
$312K +$312K +2,058 New
42 43
44
45 46