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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 %
LIM
1226
Lathrop Investment Management
Arkansas
$223K 1,468 +1,468 New
WPW
1227
Watershed Private Wealth
Illinois
$223K 1,468 +1,468 New
GP
1228
Girard Partners
Pennsylvania
$223K 1,467 +1,467 New
JGIA
1229
Jackson Grant Investment Advisers
Connecticut
$222K 1,467 +2 +0.1%
PCI
1230
Planning Center Inc
Illinois
$222K 1,463 – –
1WA
1231
180 Wealth Advisors
Washington
$222K 1,394 +1,394 New
RWP
1232
Ridgecrest Wealth Partners
California
$221K 1,460 +1,460 New
BCP
1233
Berkeley Capital Partners
Georgia
$221K 1,457 +1,457 New
FBB
1234
Fulton Breakefield Broenniman
Maryland
$220K 1,454 -189 -12%
MF
1235
Manchester Financial
California
$220K 1,452 +1,452 New
MWM
1236
Merriman Wealth Management
Washington
$220K 1,450 +1,450 New
EA
1237
Eudaimonia Advisors
Tennessee
$218K 1,440 -50 -3%
CW
1238
CIC Wealth
Maryland
$218K 1,435 +1,435 New
STB
1239
S&T Bank
Pennsylvania
$217K 1,430 +1,430 New
Kovitz Investment Group Partners
1240
Kovitz Investment Group Partners
Illinois
$217K 1,433 +1,433 New
PP
1241
Pacifica Partners
Canada
$217K 1,429 – –
TI
1242
Trexquant Investment
Connecticut
$215K 1,421 +1,421 New
LFGO
1243
Legacy Financial Group (Oklahoma)
Oklahoma
$215K 1,420 +1,420 New
KAM
1244
KEB Asset Management
Illinois
$215K 1,420 +1,420 New
RGC
1245
Roberts, Glore & Co
Illinois
$215K 1,417 +1,417 New
SIAS
1246
Summit Investment Advisory Services
Minnesota
$215K 1,416 +1,416 New
Fiera Capital (Canada)
1247
Fiera Capital (Canada)
Quebec, Canada
$215K 1,415 +1,415 New
SS
1248
Sunbelt Securities
Texas
$214K 1,412 -116 -8%
BHA
1249
Beech Hill Advisors
New York
$213K 1,404 +1,404 New
C
1250
CEDRUS
Colorado
$213K 1,403 +1,403 New
48 49
50
51 52