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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,313 hedge funds and large institutions have $38.5B invested in iShares Russell 1000 Value ETF in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 437 increasing their positions, 446 reducing their positions, and 89 closing their positions.

Holders
1,313
Holders Change
-27
Holders Change %
-2.01%
% of All Funds
22.71%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
1.89%
New
80
Increased
437
Reduced
446
Closed
89
Calls
$24M
Puts
$10.2M
Net Calls
+$13.8M
Net Calls Change
-$67.3M

Top Buyers

1
JHU
1
Johns Hopkins University
Maryland
$293M
2
American Century Companies
2
American Century Companies
Missouri
$537M
3
JRP
3
Jasper Ridge Partners
California
$224M
4
BWCS
4
Beirne Wealth Consulting Services
Connecticut
$68.1M
5
PFO
5
Pathstone Family Office
New Jersey
$93.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.82B
2
APF
2
Alaska Permanent Fund
Alaska
$246M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.14B
4
Bank of America
4
Bank of America
North Carolina
$6.83B
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
SHFP
1351
Second Half Financial Partners
Florida
– – -2,228 Closed
PTP
1352
Platform Technology Partners
New York
– – -2,021 Closed
Fisher Asset Management
1353
Fisher Asset Management
Washington
– – -2,001 Closed
CCP
1354
Corient Capital Partners
California
– – -2,000 Closed
LNWWM
1355
Laird Norton Wetherby Wealth Management
California
– – -1,999 Closed
RMDI
1356
R.M. Davis Inc
Maine
– – -1,975 Closed
BA
1357
Bridgewater Advisors
New York
– – -1,950 Closed
VWM
1358
Valley Wealth Managers
New Jersey
– – -1,763 Closed
MFS
1359
Madrona Financial Services
Washington
– – -1,725 Closed
KA
1360
Kovack Advisors
Florida
– – -1,587 Closed
LA
1361
LVW Advisors
New York
– – -1,568 Closed
FCA
1362
FLC Capital Advisors
California
– – -1,564 Closed
Kovitz Investment Group Partners
1363
Kovitz Investment Group Partners
Illinois
– – -1,525 Closed
MF
1364
Manchester Financial
California
– – -1,484 Closed
CFA
1365
Camarda Financial Advisors
Florida
– – -1,471 Closed
LIM
1366
Lathrop Investment Management
Arkansas
– – -1,468 Closed
BSA
1367
Braun Stacey Associates
New York
– – -1,466 Closed
RWP
1368
Ridgecrest Wealth Partners
California
– – -1,460 Closed
EP
1369
Edgestream Partners
New Jersey
– – -1,458 Closed
BB
1370
Bell Bank
North Dakota
– – -1,451 Closed
MWM
1371
Merriman Wealth Management
Washington
– – -1,449 Closed
OPA
1372
Old Port Advisors
Maine
– – -1,431 Closed
STB
1373
S&T Bank
Pennsylvania
– – -1,430 Closed
Fiera Capital (Canada)
1374
Fiera Capital (Canada)
Quebec, Canada
– – -1,423 Closed
KAM
1375
KEB Asset Management
Illinois
– – -1,420 Closed
53 54
55
56 57