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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
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 %
TSWM
1276
Tyler-Stone Wealth Management
Ohio
$187K 1,235 – –
MTIC
1277
Missouri Trust & Investment Company
Missouri
$185K 1,222 – –
MPCG
1278
Matrix Private Capital Group
New York
$184K 1,211 -18 -1%
ST
1279
Smithfield Trust
Pennsylvania
$179K 1,180 – –
BL
1280
Balentine LLC
Georgia
$175K 1,151 +937 +438%
NL
1281
NKCFO LLC
Illinois
$174K 1,150 +1,150 New
HNWAG
1282
High Net Worth Advisory Group
Florida
$173K 1,141 +197 +21%
CCA
1283
Column Capital Advisors
Indiana
$170K 1,120 -7 -0.6%
EK
1284
Evensky & Katz
Florida
$169K 1,113 -308 -22%
HFS
1285
Hantz Financial Services
Michigan
$169K 1,112 -147 -12%
BWP
1286
Baldwin Wealth Partners
Massachusetts
$168K 1,107 – –
3IP
1287
3Chopt Investment Partners
Virginia
$167K 1,104 +1,104 New
BAM
1288
Baldrige Asset Management
Pennsylvania
$164K 1,080 -250 -19%
POIA
1289
Pin Oak Investment Advisors
Texas
$164K 1,079 – –
LIA
1290
Luken Investment Analytics
Tennessee
$161K 1,065 +1,065 New
WBC
1291
West Branch Capital
Massachusetts
$160K 1,057 – –
HT
1292
Headlands Technologies
Illinois
$157K 1,035 +1,035 New
PC
1293
Pecaut & Co
Iowa
$156K 1,028 +1,028 New
TFM
1294
TFC Financial Management
Massachusetts
$149K 983 – –
PCA
1295
Providence Capital Advisors
North Carolina
$148K 979 -267 -21%
MIM
1296
MTM Investment Management
South Carolina
$146K 960 – –
SWM
1297
Sugarloaf Wealth Management
Georgia
$144K 952 – –
CA
1298
Crewe Advisors
Utah
$144K 952 +915 +2,473%
MFT
1299
Moisand Fitzgerald Tamayo
Florida
$143K 943 – –
BWM
1300
BerganKDV Wealth Management
Minnesota
$141K 929 +929 New
50 51
52
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