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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 %
CIC
1476
Chilton Investment Company
Connecticut
– – -2,592 Closed
FFA
1477
Fi3 Financial Advisors
Indiana
– – -2,384 Closed
JSW
1478
Journey Strategic Wealth
New Jersey
– – -2,321 Closed
CWM
1479
C2C Wealth Management
Arizona
– – -2,275 Closed
ECM
1480
ExodusPoint Capital Management
New York
– – -2,200 Closed
AFM
1481
Andesa Financial Management
Pennsylvania
– – -2,095 Closed
BSWA
1482
Bromfield Sneider Wealth Advisors
Massachusetts
– – -1,920 Closed
FG
1483
Foster Group
Iowa
– – -1,838 Closed
IFA
1484
Index Fund Advisors
California
– – -1,681 Closed
CWM
1485
Chesapeake Wealth Management
Virginia
– – -1,560 Closed
EWP
1486
Engrave Wealth Partners
Texas
– – -1,533 Closed
FNBT
1487
FineMark National Bank & Trust
Florida
– – -1,510 Closed
OHIS
1488
Oak Harvest Investment Services
Texas
– – -1,478 Closed
HHGA
1489
Halbert Hargrove Global Advisors
California
– – -1,474 Closed
MAM
1490
Meeder Asset Management
Ohio
– – -838 Closed
SWM
1491
Selective Wealth Management
Virginia
– – -700 Closed
HPC
1492
HM Payson & Co
Maine
– – -695 Closed
GWSG
1493
GPS Wealth Strategies Group
Colorado
– – -617 Closed
PWC
1494
PYA Waltman Capital
Tennessee
– – -585 Closed
QT
1495
Quantbot Technologies
New York
– – -525 Closed
LAM
1496
L2 Asset Management
Massachusetts
– – -395 Closed
LDFR
1497
Lehman & Derafelo Financial Resources
Pennsylvania
– – -348 Closed
ACM
1498
Absolute Capital Management
Pennsylvania
– – -310 Closed
SPWG
1499
Sage Private Wealth Group
Illinois
– – -285 Closed
M1FG
1500
Mach-1 Financial Group
Arkansas
– – -184 Closed
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