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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 %
Bank of America
1
Bank of America
North Carolina
$7.92B 52,218,420 +1,976,723 +4%
Morgan Stanley
2
Morgan Stanley
New York
$4.66B 30,707,516 +276,413 +0.9%
AWA
3
Arete Wealth Advisors
Illinois
$3.29B 21,689 +362 +2%
Goldman Sachs
4
Goldman Sachs
New York
$2.29B 15,089,485 -297,378 -2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.15B 14,205,325 +804,401 +6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.76B 11,612,244 -514,216 -4%
Financial Engines Advisors
7
Financial Engines Advisors
California
$1.57B 10,325,154 -334,871 -3%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$1.29B 8,494,982 -2,325,549 -21%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.16B 7,679,388 +162,116 +2%
UBS Group
10
UBS Group
Switzerland
$1.08B 7,145,653 -370,094 -5%
Wells Fargo
11
Wells Fargo
California
$857M 5,651,937 +523,135 +10%
SF
12
Synovus Financial
Georgia
$793M 5,231,511 -10,202 -0.2%
BlackRock
13
BlackRock
New York
$792M 5,223,372 +1,146,449 +28%
RJA
14
Raymond James & Associates
Florida
$597M 3,935,437 +220,930 +6%
Northern Trust
15
Northern Trust
Illinois
$593M 3,908,270 +445,589 +13%
American Century Companies
16
American Century Companies
Missouri
$560M 3,694,258 -251,573 -6%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$530M 3,493,226 -74,727 -2%
M&T Bank
18
M&T Bank
New York
$528M 3,480,097 +228,952 +7%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$526M 3,465,391 +174,183 +5%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$463M 3,053,595 +565,145 +23%
Truist Financial
21
Truist Financial
North Carolina
$449M 2,958,518 +347,372 +13%
LPL Financial
22
LPL Financial
California
$400M 2,639,753 +125,077 +5%
AllianceBernstein
23
AllianceBernstein
Tennessee
$363M 2,394,385 -22,724 -0.9%
Stifel Financial
24
Stifel Financial
Missouri
$334M 2,204,492 +250,790 +13%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$323M 2,132,301 +39,289 +2%
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