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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 %
Bank of America
1
Bank of America
North Carolina
$6.83B 50,241,697 -462,298 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$4.14B 30,431,103 -519,344 -2%
Goldman Sachs
3
Goldman Sachs
New York
$2.09B 15,386,863 -22,435 -0.1%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.82B 13,400,924 -1,084,931 -7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.65B 12,126,460 -178,102 -1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$1.47B 10,820,531 +3,586 +0%
Financial Engines Advisors
7
Financial Engines Advisors
California
$1.45B 10,660,025 -118,158 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.02B 7,517,272 +304,262 +4%
UBS Group
9
UBS Group
Switzerland
$1.02B 7,515,747 +99,174 +1%
SF
10
Synovus Financial
Georgia
$713M 5,241,713 +7,205 +0.1%
Wells Fargo
11
Wells Fargo
California
$697M 5,128,802 +19,239 +0.4%
CWA
12
CM Wealth Advisors
Ohio
$672M 4,939 – –
BlackRock
13
BlackRock
New York
$554M 4,076,923 +49,044 +1%
American Century Companies
14
American Century Companies
Missouri
$537M 3,945,831 +997,311 +34%
RJA
15
Raymond James & Associates
Florida
$505M 3,714,507 -283,410 -7%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$485M 3,567,953 -43,689 -1%
Northern Trust
17
Northern Trust
Illinois
$471M 3,462,681 +46,448 +1%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$448M 3,291,208 -30,895 -0.9%
M&T Bank
19
M&T Bank
New York
$442M 3,251,145 +276,089 +9%
Truist Financial
20
Truist Financial
North Carolina
$355M 2,611,146 +94,759 +4%
LPL Financial
21
LPL Financial
California
$342M 2,514,676 -164,257 -6%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$338M 2,488,450 +214,604 +9%
AllianceBernstein
23
AllianceBernstein
Tennessee
$329M 2,417,109 +93,956 +4%
JHU
24
Johns Hopkins University
Maryland
$293M 2,156,791 +1,259,508 +140%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$285M 2,093,012 +28,094 +1%
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