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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 %
BPWM
126
Badgley Phelps Wealth Managers
Washington
$20.8M 152,983 +4,417 +3%
PFP
127
Pinnacle Financial Partners
Tennessee
$20.7M 151,895 +558 +0.4%
LNC
128
Lincoln National Corp
Pennsylvania
$20.3M 149,224 +5,250 +4%
FA
129
FDx Advisors
Illinois
$20.1M 147,892 -17,729 -11%
LCOV
130
London Company of Virginia
Virginia
$20M 147,087 +26,845 +22%
Nuveen Asset Management
131
Nuveen Asset Management
Illinois
$20M 146,994 +39,317 +37%
JBA
132
Johnson Bixby & Associates
Washington
$19.9M 146,560 +3,864 +3%
AC
133
AWM Capital
Arizona
$19.9M 128,192 -601 -0.5%
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$19.7M 145,201 +6,666 +5%
ANTB
135
AMG National Trust Bank
Colorado
$19.7M 145,134 +11,063 +8%
ACA
136
Anchor Capital Advisors
Massachusetts
$19.4M 142,566 +82,347 +137%
NCG
137
Newport Capital Group
New Jersey
$19.2M 136,902 +68,357 +100%
GSAM
138
Grant Street Asset Management
Pennsylvania
$19.1M 140,216 +3,859 +3%
CAM
139
Crestone Asset Management
Colorado
$18.9M 139,245 -3,076 -2%
TPCW
140
TD Private Client Wealth
New York
$18.5M 136,185 +6,245 +5%
ERFOTCOFW
141
Employees Retirement Fund of the City of Fort Worth
Texas
$17.8M 131,082 – –
TWM
142
Tradition Wealth Management
Minnesota
$17.7M 101,251 +31 +0%
DAS
143
Dynamic Advisor Solutions
Arizona
$17.5M 128,798 +100,073 +348%
CAL
144
Capital Advisors Ltd
Ohio
$17M 125,154 +354 +0.3%
PFBT
145
Parkside Financial Bank & Trust
Missouri
$16.9M 124,343 +1,603 +1%
TAIM
146
TD Ameritrade Investment Management
Nebraska
$16.8M 123,709 -14,101 -10%
DT
147
Diversified Trust
Tennessee
$16.8M 123,254 -4,584 -4%
Allianz Asset Management
148
Allianz Asset Management
Germany
$16.7M 123,095 -62,755 -34%
Massachusetts Financial Services
149
Massachusetts Financial Services
Massachusetts
$16.6M 121,729 -199,799 -62%
IIC
150
Integrated Investment Consultants
Michigan
$16.5M 121,675 -1,864 -2%
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