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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 %
SIS
1451
Sound Income Strategies
Florida
$1.67K 11 -1 -8%
HH
1452
HWG Holdings
Texas
$1K 8 -39 -83%
CA
1453
Centerpoint Advisors
Massachusetts
$1K 5 -21 -81%
TFA
1454
Transamerica Financial Advisors
Florida
$1K 1 – –
AFS
1455
Annapolis Financial Services
Maryland
$910 6 – –
RFS
1456
Retirement Financial Solutions
Tennessee
$758 5 +5 New
WIM
1457
Westside Investment Management
California
$60 400 – –
CMP
1458
Coston McIsaac & Partners
Maine
$1 8 – –
CIAS
1459
CFS Investment Advisory Services
New Jersey
– – -14,925,990 Closed
Twin Tree Management
1460
Twin Tree Management
Texas
– – -239,433 Closed
SMFG
1461
Sumitomo Mitsui Financial Group
Japan
– – -98,000 Closed
SSA
1462
Schonfeld Strategic Advisors
New York
– – -33,040 Closed
First Trust Advisors
1463
First Trust Advisors
Illinois
– – -32,485 Closed
MA
1464
MUFG Americas
New York
– – -21,184 Closed
AA
1465
AlphaCentric Advisors
Puerto Rico
– – -15,402 Closed
YIH
1466
Y-Intercept (HK)
Hong Kong
– – -11,267 Closed
Members Trust
1467
Members Trust
Florida
– – -10,562 Closed
PWM
1468
PRW Wealth Management
Massachusetts
– – -9,971 Closed
Vontobel Holding
1469
Vontobel Holding
Switzerland
– – -6,632 Closed
HGERS
1470
Householder Group Estate & Retirement Specialist
Arizona
– – -6,350 Closed
BCM
1471
Bayesian Capital Management
New York
– – -6,021 Closed
WWA
1472
WCG Wealth Advisors
Nevada
– – -5,901 Closed
ML
1473
McAdam LLC
Pennsylvania
– – -4,617 Closed
TWM
1474
TMD Wealth Management
Arizona
– – -3,700 Closed
SA
1475
Shilanski & Associates
Alaska
– – -3,192 Closed
57 58
59
60 61