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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 %
EA
1426
Evolution Advisers
Virginia
$10K 71 – –
BA
1427
Ballast Advisors
Minnesota
$9.25K 61 – –
IF
1428
Integrity Financial
Wyoming
$9.1K 60 – –
CA
1429
Corrado Advisors
New Jersey
$8.64K 57 +57 New
GM
1430
GeoWealth Management
Illinois
$8K 56 -238 -81%
YAL
1431
Your Advocates Ltd
Texas
$7.73K 51 – –
HCP
1432
Hexagon Capital Partners
Arkansas
$7.43K 49 -390 -89%
HFM
1433
Harvest Fund Management
China
$7K 44 -243 -85%
CCMI
1434
Creative Capital Management Investments
California
$7K 43 +43 New
FA
1435
Fiduciary Alliance
South Carolina
$6.22K 41 +41 New
TVWM
1436
Tower View Wealth Management
Wisconsin
$6K 41 +1 +3%
WOSD
1437
WFA of San Diego
California
$5.91K 39 +39 New
FCT
1438
First Community Trust
Iowa
$5K 36 – –
HWM
1439
Horizons Wealth Management
North Carolina
$5K 34 – –
VF
1440
VitalStone Financial
Texas
$5K 32 +32 New
NF
1441
Norwood Financial
Pennsylvania
$4.55K 30 – –
PCM
1442
Perritt Capital Management
Illinois
$4.44K 29 +29 New
GIP
1443
Granite Investment Partners
California
$4.4K 29 – –
EWM
1444
Endurance Wealth Management
Rhode Island
$4K 25 -30 -55%
EE
1445
EWG Elevate
California
$3.94K 26 +26 New
TFA
1446
Toth Financial Advisory
Virginia
$3.03K 20 – –
ONST
1447
Old North State Trust
North Carolina
$3K 19 – –
IHWM
1448
Iron Horse Wealth Management
Iowa
$3K 23 +4 +21%
KHC
1449
Koesten Hirschmann & Crabtree
Kansas
$2.04K 13 +13 New
CWA
1450
Clearview Wealth Advisors
Oregon
$1.82K 12 +12 New
56 57
58
59 60