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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,340 hedge funds and large institutions have $40.4B invested in iShares Russell 1000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 493 increasing their positions, 450 reducing their positions, and 105 closing their positions.

Holders
1,340
Holders Change
-32
Holders Change %
-2.33%
% of All Funds
22.66%
Holding in Top 10
114
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.7%
% of All Funds
1.93%
New
91
Increased
493
Reduced
450
Closed
105
Calls
$96M
Puts
$14.9M
Net Calls
+$81.1M
Net Calls Change
+$279M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.35B
2
M&T Bank
2
M&T Bank
New York
$423M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$111M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$339M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.05B

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$16M
2
APF
2
Alaska Permanent Fund
Alaska
$415M
3
FM
3
Forward Management
California
$0
4
Wells Fargo
4
Wells Fargo
California
$741M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.1B
Name Market Value Shares Shares
Change 		Shares
Change %
KFP
226
KMG Fiduciary Partners
Ohio
$9.11M 62,820 +3,085 +5%
AP
227
Advisors Preferred
Maryland
$8.83M 60,937 -238,441 -80%
APP
228
Avantax Planning Partners
Iowa
$8.74M 60,309 -1,125 -2%
ACA
229
Anchor Capital Advisors
Massachusetts
$8.73M 60,219 +17,708 +42%
SWM
230
Southern Wealth Management
Texas
$8.7M 59,983 +40,135 +202%
FWM
231
FSA Wealth Management
Massachusetts
$8.67M 59,826 -132,859 -69%
DI
232
Disciplined Investments
Oklahoma
$8.6M 59,351 +126 +0.2%
MAM
233
Marquette Asset Management
Minnesota
$8.6M 59,338 -9,206 -13%
XF
234
XML Financial
Maryland
$8.56M 59,059 +1,590 +3%
Natixis Advisors
235
Natixis Advisors
Massachusetts
$8.54M 58,887 -8,650 -13%
NOI
236
Newton One Investments
Delaware
$8.5M 58,652 -345 -0.6%
AWS
237
Atria Wealth Solutions
New York
$8.5M 58,609 -23,528 -29%
WB
238
West Bancorporation
Iowa
$8.35M 57,604 +1,525 +3%
SW
239
SVB Wealth
Massachusetts
$8.3M 57,285 +7,949 +16%
SCG
240
Sonata Capital Group
Washington
$8.3M 57,232 +337 +0.6%
CPIG
241
Chicago Partners Investment Group
Illinois
$8.23M 53,227 +1,176 +2%
WW
242
Westshore Wealth
California
$8.19M 56,459 +5,266 +10%
LW
243
Linscomb Wealth
Texas
$8.12M 55,975 -1,887 -3%
MIAN
244
Mariner Independent Advisor Network
Kansas
$8.09M 55,323 +1,184 +2%
HSA
245
HBK Sorce Advisory
Pennsylvania
$8.04M 55,455 -3,463 -6%
SWM
246
Segment Wealth Management
Texas
$7.97M 54,969 – –
NIG
247
NFJ Investment Group
Texas
$7.95M 54,822 +44,634 +438%
RCIM
248
Red Cedar Investment Management
Michigan
$7.91M 54,561 -749 -1%
VFA
249
Valeo Financial Advisors
Indiana
$7.83M 54,017 -1,567 -3%
MA
250
Montag & Associates
Georgia
$7.83M 54,013 +4,667 +9%
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