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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 %
ANTB
151
AMG National Trust Bank
Colorado
$20.8M 137,173 -7,961 -5%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$20.3M 184,912 +9,864 +6%
ERFOTCOFW
153
Employees Retirement Fund of the City of Fort Worth
Texas
$19.9M 131,082 – –
SAM
154
Silvercrest Asset Management
New York
$19.7M 130,047 +44,520 +52%
Wellington Management Group
155
Wellington Management Group
Massachusetts
$19.7M 129,800 +118,838 +1,084%
NIG
156
NFJ Investment Group
Texas
$19.6M 129,257 +104,599 +424%
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$19.5M 128,610 +42,491 +49%
DAS
158
Dynamic Advisor Solutions
Arizona
$19.5M 128,561 -237 -0.2%
AC
159
AWM Capital
Arizona
$19.4M 128,192 – –
PSP
160
Pacific Sage Partners
Washington
$19.3M 127,234 +127,234 New
FB
161
Fulton Bank
Pennsylvania
$19.3M 126,940 +10,898 +9%
CAL
162
Capital Advisors Ltd
Ohio
$19.2M 126,524 +1,370 +1%
DT
163
Diversified Trust
Tennessee
$19.2M 126,427 +3,173 +3%
New York State Common Retirement Fund
164
New York State Common Retirement Fund
New York
$19M 125,600 +118,838 +1,757%
PFBT
165
Parkside Financial Bank & Trust
Missouri
$18.5M 121,986 -2,357 -2%
Neuberger Berman Group
166
Neuberger Berman Group
New York
$18.4M 121,646 +3,347 +3%
TWM
167
Tradition Wealth Management
Minnesota
$18.4M 99,903 -1,348 -1%
Allspring Global Investments
168
Allspring Global Investments
North Carolina
$18.2M 120,297 +19,118 +19%
CP
169
Covenant Partners
Tennessee
$18.2M 119,824 +17,260 +17%
CG
170
Corundum Group
Colorado
$18M 118,716 +1,050 +0.9%
GL
171
Graypoint LLC
New York
$17.9M 117,753 +5,550 +5%
FCI
172
Financial Counselors Inc
Kansas
$17.8M 117,510 +163 +0.1%
RWB
173
RMR Wealth Builders
New Jersey
$17.8M 117,497 +7,301 +7%
AGA
174
Accuvest Global Advisors
Utah
$17.4M 114,908 +82,040 +250%
RVPG
175
Relative Value Partners Group
$17.4M 114,812 +20,055 +21%
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