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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,372 hedge funds and large institutions have $46B invested in iShares Russell 1000 Value ETF in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 498 increasing their positions, 466 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,372
Holders Change
-7
Holders Change %
-0.51%
% of All Funds
21.71%
Holding in Top 10
111
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.72%
% of All Funds
1.76%
New
110
Increased
498
Reduced
466
Closed
94
Calls
$46.1M
Puts
$244M
Net Calls
-$198M
Net Calls Change
-$208M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$670M
2
American Century Companies
American Century Companies
Missouri
$443M
3
UMC
UNC Management Company
North Carolina
$300M
4
FM
Forward Management
California
$118M
5
Goldman Sachs
Goldman Sachs
New York
$2.51B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$5.1B
2
Bank of America
Bank of America
North Carolina
$8.23B
3
BlackRock
BlackRock
New York
$650M
4
MB
Mizuho Bank
Japan
$0
5
Wells Fargo
Wells Fargo
California
$966M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCG
226
Sonata Capital Group
Washington
$9.44M -$133K -799 -1%
CS
227
Credit Suisse
Switzerland
$9.38M +$2.61M +15,691 +38%
PRWA
228
Platte River Wealth Advisors
Colorado
$9.34M +$286K +1,720 +3%
WB
229
West Bancorporation
Iowa
$9.31M +$236K +1,422 +3%
VFA
230
Valeo Financial Advisors
Indiana
$9.23M -$134K -806 -1%
BPA
231
Beacon Pointe Advisors
California
$9.22M +$2.98M +17,972 +48%
RCIM
232
Red Cedar Investment Management
Michigan
$9.18M -$1.75M -10,573 -16%
SWM
233
Segment Wealth Management
Texas
$9.12M +$411K +2,475 +5%
RVPG
234
Relative Value Partners Group
$9.04M +$767K +4,619 +9%
MIAN
235
Mariner Independent Advisor Network
Kansas
$8.98M +$1.36M +8,205 +18%
Barclays
236
Barclays
United Kingdom
$8.97M -$647K -3,900 -7%
KP
237
Keel Point
Alabama
$8.97M +$3.18M +19,173 +55%
JIC
238
Johnson Investment Counsel
Ohio
$8.93M -$2.51M -15,113 -22%
FMP
239
Financial Management Professionals
Texas
$8.91M +$8.9M +53,606 +55,840%
JG
240
Jefferies Group
New York
$8.76M -$166K -1,003 -2%
Aristotle Capital Management
241
Aristotle Capital Management
California
$8.74M -$5.49M -33,092 -39%
JFGIW
242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.74M -$1.27M -7,651 -13%
Mackenzie Financial
243
Mackenzie Financial
Ontario, Canada
$8.67M – – –
SMFG
244
Sumitomo Mitsui Financial Group
Japan
$8.63M +$8.63M +52,000 New
CS
245
Comerica Securities
Michigan
$8.61M -$2.27M -13,656 -21%
WW
246
Westshore Wealth
California
$8.5M +$285K +1,717 +3%
MFG
247
Magnus Financial Group
New York
$8.47M +$4.74M +28,543 +127%
PCA
248
Permit Capital Advisors
Pennsylvania
$8.39M +$8.39M +785,339 New
Dodge & Cox
249
Dodge & Cox
California
$8.35M +$8.02M +48,300 +2,415%
Boston Partners
250
Boston Partners
Massachusetts
$8.29M -$8.87M -53,449 -52%
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