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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 %
SQA
101
Simon Quick Advisors
New Jersey
$35.4M 233,264 +203,900 +694%
FWM
102
FSA Wealth Management
Massachusetts
$35.3M 232,504 +23,527 +11%
FAM
103
Flaharty Asset Management
Florida
$35M 230,640 +7,673 +3%
MCM
104
MAI Capital Management
Ohio
$35M 230,504 +4,999 +2%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$34.9M 230,450 +27,946 +14%
Brown Advisory
106
Brown Advisory
Maryland
$34.9M 230,229 -134,990 -37%
EIC
107
Equity Investment Corp
Georgia
$34.8M 229,263 -29,736 -11%
OAM
108
Oppenheimer Asset Management
New York
$34.5M 227,215 +127,876 +129%
Eagle Capital Management (New York)
109
Eagle Capital Management (New York)
New York
$34.3M 226,407 +196,622 +660%
SPIA
110
Steward Partners Investment Advisory
New York
$34.1M 224,645 +6,804 +3%
RCG
111
Rock Creek Group
District of Columbia
$33.2M 204,904 +60,042 +41%
KeyBank National Association
112
KeyBank National Association
Ohio
$32.1M 211,798 -95 -0%
CFM
113
Comprehensive Financial Management
California
$31.9M 210,233 – –
RZH
114
Relyea Zuckerberg Hanson
Connecticut
$31.7M 209,222 +28,463 +16%
MGIA
115
Moneta Group Investment Advisors
Missouri
$31.3M 196,049 +11,535 +6%
William Blair & Company
116
William Blair & Company
Illinois
$30.8M 203,116 -119,784 -37%
ZIM
117
Zacks Investment Management
Illinois
$30.7M 202,142 +164,967 +444%
TPCW
118
TD Private Client Wealth
New York
$30.4M 200,597 +64,412 +47%
SEI Investments
119
SEI Investments
Pennsylvania
$30.4M 200,354 -36,105 -15%
PFM
120
Parsec Financial Management
North Carolina
$29.5M 194,792 +23,678 +14%
Massachusetts Financial Services
121
Massachusetts Financial Services
Massachusetts
$28.8M 190,059 +68,330 +56%
SC
122
Sepio Capital
Utah
$28.6M 188,793 +161,715 +597%
LFWA
123
LBJ Family Wealth Advisors
Texas
$28.5M 188,219 +63,017 +50%
TC
124
Telemus Capital
Michigan
$28.5M 183,133 +4,924 +3%
PWM
125
Paulson Wealth Management
Illinois
$28M 184,880 -12,954 -7%
3 4
5
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