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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 %
NMG
1376
New Millennium Group
Utah
$32.2K 212 – –
JFG
1377
JDM Financial Group
Texas
$31.5K 207 +207 New
AWM
1378
Aberdeen Wealth Management
Illinois
$30.3K 200 – –
CAC
1379
Core Alternative Capital
Georgia
$28.8K 190 -185 -49%
LFA
1380
Level Financial Advisors
New York
$28K 184 +20 +12%
BC
1381
Belmont Capital
California
$27K 176 +176 New
CFFP
1382
Center for Financial Planning
Michigan
$26.7K 176 – –
SIM
1383
Studio Investment Management
Illinois
$26.1K 172 +92 +115%
AW
1384
Avion Wealth
Texas
$26K 195 – –
CTA
1385
Colonial Trust Advisors
South Carolina
$25.6K 169 – –
AWM
1386
Accel Wealth Management
Iowa
$25.2K 166 -29 -15%
DAM
1387
Delta Asset Management
Tennessee
$24.3K 160 +160 New
RG
1388
Retirement Group
California
$24K 160 +147 +1,131%
ZIG
1389
Zullo Investment Group
Pennsylvania
$22.7K 150 – –
BAM
1390
Bellevue Asset Management
Washington
$22.6K 150 – –
VCM
1391
Versant Capital Management
Arizona
$20.9K 138 +46 +50%
AIA
1392
Armor Investment Advisors
North Carolina
$20.5K 135 – –
EL
1393
EMFO LLC
Florida
$19.9K 131 – –
CWP
1394
Concord Wealth Partners
Virginia
$19.6K 129 +129 New
TCM
1395
Tanaka Capital Management
New York
$19K 123 – –
HBW
1396
Hazlett, Burt & Watson
West Virginia
$19K 121 +1 +0.8%
LOIP
1397
Live Oak Investment Partners
Texas
– – – –
PCTC
1398
Perkins Coie Trust Company
Washington
$19K 125 – –
CMBA
1399
C.M. Bidwell & Associates
Hawaii
$18.8K 124 – –
KM
1400
Kalos Management
Georgia
$18.4K 121 +121 New
54 55
56
57 58