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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
23.49%
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
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
Wells Fargo
5
Wells Fargo
California
$857M

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 %
BA
1201
Baugh & Associates
Georgia
$241K 1,589 – –
VPIM
1202
Vanguard Personalized Indexing Management
California
$241K 1,586 -5 -0.3%
M
1203
MOTCO
Texas
$240K 1,581 – –
RRWA
1204
Rainey & Randall Wealth Advisors
Florida
$237K 1,564 +5 +0.3%
BB
1205
Bell Bank
North Dakota
$236K 1,558 +1,558 New
SAM
1206
SignalPoint Asset Management
Missouri
$236K 1,554 – –
AAM
1207
Austin Asset Management
Texas
$235K 1,731 – –
GC
1208
GFG Capital
Florida
$234K 1,545 +1,545 New
FAT
1209
First American Trust
California
$234K 1,544 – –
GWM
1210
Greenhouse Wealth Management
Connecticut
$234K 1,542 +13 +0.9%
EBT
1211
Enterprise Bank & Trust
Massachusetts
$233K 1,536 – –
Chevy Chase Trust
1212
Chevy Chase Trust
Maryland
$233K 1,535 – –
PCM
1213
Poehling Capital Management
Wisconsin
$233K 1,534 – –
NFA
1214
Northern Financial Advisors
Michigan
$233K 1,534 +1,534 New
PWM
1215
PBMares Wealth Management
Virginia
$232K 1,531 – –
VFIC
1216
Valley Forge Investment Consultants
Pennsylvania
$231K 1,523 – –
FAG
1217
Fortitude Advisory Group
Washington
$231K 1,521 +11 +0.7%
GKWIM
1218
Gerber Kawasaki Wealth & Investment Management
California
$230K 1,519 +1,519 New
AG
1219
Ascent Group
Virginia
$228K 1,505 – –
LWMT
1220
Legacy Wealth Management (Tennessee)
Tennessee
$228K 1,504 -5 -0.3%
MRCM
1221
M&R Capital Management
New Jersey
$227K 1,499 -23 -2%
WT
1222
Washington Trust
Rhode Island
$226K 1,492 – –
BEAM
1223
Baker Ellis Asset Management
Washington
$225K 1,487 – –
LNWWM
1224
Laird Norton Wetherby Wealth Management
California
$225K 1,485 +1,485 New
CM
1225
Cornerstone Management
Georgia
$224K 1,474 – –
47 48
49
50 51