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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,379 hedge funds and large institutions have $47.8B invested in iShares Russell 1000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 521 increasing their positions, 336 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+157
Holders Change %
+12.85%
% of All Funds
21.3%
Holding in Top 10
106
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+16.48%
% of All Funds
1.64%
New
241
Increased
521
Reduced
336
Closed
57
Calls
$96M
Puts
$85.9M
Net Calls
+$10.1M
Net Calls Change
+$84.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$8.82B
2
Morgan Stanley
Morgan Stanley
New York
$5.66B
3
MB
Mizuho Bank
Japan
$252M
4
BlackRock
BlackRock
New York
$1.12B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.6B

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$348M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$26.7M
3
JHU
Johns Hopkins University
Maryland
$235M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.06B
5
CA
CastleArk Alternatives
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JG
251
Jefferies Group
New York
$9.03M +$372K +2,216 +4%
NIG
252
NFJ Investment Group
Texas
$8.85M +$7.82M +46,578 +762%
SWM
253
Segment Wealth Management
Texas
$8.82M -$356K -2,120 -4%
Mackenzie Financial
254
Mackenzie Financial
Ontario, Canada
$8.77M +$2.18M +12,979 +33%
I2I
255
Insight 2811 Inc
Illinois
$8.71M -$555K -3,304 -6%
MA
256
Montag & Associates
Georgia
$8.6M -$1.67M -9,953 -16%
SW
257
SVB Wealth
Massachusetts
$8.59M +$240K +1,428 +3%
CPIG
258
Chicago Partners Investment Group
Illinois
$8.46M +$35.1K +216 +0.4%
JWA
259
JFS Wealth Advisors
Pennsylvania
$8.4M +$145K +864 +2%
RVPG
260
Relative Value Partners Group
$8.37M +$791K +4,710 +10%
WW
261
Westshore Wealth
California
$8.31M +$403K +2,400 +5%
LAM
262
L2 Asset Management
Massachusetts
$8.3M +$6.1M +36,300 +277%
VanEck Associates
263
VanEck Associates
New York
$8.22M -$1.29M -7,654 -14%
OFG
264
Oxford Financial Group
Indiana
$8.17M -$824K -4,907 -9%
TWM
265
Tradition Wealth Management
Minnesota
$8.09M -$3.97M -23,653 -33%
PI
266
PineBridge Investments
New York
$8.09M -$8.56K -51 -0.1%
Allianz Asset Management
267
Allianz Asset Management
Germany
$8.05M -$3.98M -23,710 -33%
RCAG
268
Rehmann Capital Advisory Group
Michigan
$7.92M +$2.72M +16,216 +52%
CWM
269
Chicago Wealth Management
Illinois
$7.78M +$287K +1,707 +4%
PWPCM
270
Perella Weinberg Partners Capital Management
New York
$7.73M – – –
MIAN
271
Mariner Independent Advisor Network
Kansas
$7.73M -$602K -3,577 -7%
CCT
272
Chemung Canal Trust
New York
$7.71M -$143K -851 -2%
GT
273
Glenmede Trust
Pennsylvania
$7.56M +$552K +3,288 +8%
HWM
274
HB Wealth Management
Georgia
$7.47M +$7.47M +44,472 New
KWM
275
Kingsview Wealth Management
Oregon
$7.46M +$365K +2,175 +5%
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