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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 %
Principal Financial Group
176
Principal Financial Group
Iowa
$17.1M 112,460 +6,378 +6%
TAIM
177
TD Ameritrade Investment Management
Nebraska
$17M 112,003 -11,706 -9%
FMWA
178
Forvis Mazars Wealth Advisors
Missouri
$16.7M 109,998 +1,269 +1%
KP
179
Keel Point
Alabama
$16.4M 108,225 -718 -0.7%
WSTAM
180
Wilbanks Smith & Thomas Asset Management
Virginia
$16.3M 107,582 +5,553 +5%
CCB
181
Country Club Bank
Missouri
$16.3M 107,220 -11,994 -10%
HSA
182
HBK Sorce Advisory
Pennsylvania
$16M 105,788 +50,083 +90%
ACA
183
Anchor Capital Advisors
Massachusetts
$16M 105,782 -36,784 -26%
UB
184
UMB Bank
Missouri
$15.9M 105,098 +847 +0.8%
LC
185
Lindbrook Capital
California
$15.9M 104,818 -5,173 -5%
SXL
186
Summit X LLC
Missouri
$15.6M 107,326 +60,568 +130%
LAM
187
Lyrical Asset Management
New York
$15.2M 112,110 +110,351 +6,274%
Citadel Advisors
188
Citadel Advisors
Florida
$15M 99,067 +4,975 +5%
AWS
189
Atria Wealth Solutions
New York
$14.9M 98,411 +30 +0%
CWC
190
Carolinas Wealth Consulting
North Carolina
$14.8M 97,765 +4,014 +4%
GT
191
Glenmede Trust
Pennsylvania
$14.8M 97,599 +20,636 +27%
GIA
192
GHP Investment Advisors
Colorado
$14.8M 97,419 -3,226 -3%
BWCS
193
Beirne Wealth Consulting Services
Connecticut
$14.7M 97,130 -403,391 -81%
IIC
194
Integrated Investment Consultants
Michigan
$14.6M 95,965 -25,710 -21%
CI
195
Cambiar Investors
Colorado
$14.5M 95,822 +61,570 +180%
HCC
196
Hirtle Callaghan & Co
Pennsylvania
$14M 92,474 -27,114 -23%
WANY
197
Wealthspire Advisors (New York)
New York
$13.9M 91,497 +866 +1%
CF
198
Copperwynd Financial
Arizona
$13.5M 89,311 -2,899 -3%
EWA
199
EP Wealth Advisors
California
$13.4M 88,493 -3,213 -4%
BCM
200
BTC Capital Management
Iowa
$13.4M 88,218 -9,853 -10%
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