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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
+$318M
2
American Century Companies
American Century Companies
Missouri
+$212M
3
UMC
UNC Management Company
North Carolina
+$198M
4
FM
Forward Management
California
+$118M
5
Goldman Sachs
Goldman Sachs
New York
+$86.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$498M
2
Bank of America
Bank of America
North Carolina
-$488M
3
BlackRock
BlackRock
New York
-$459M
4
MB
Mizuho Bank
Japan
-$252M
5
Wells Fargo
Wells Fargo
California
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
251
JFS Wealth Advisors
Pennsylvania
$8.22M -$90.1K -543 -1%
MA
252
Montag & Associates
Georgia
$8.19M -$306K -1,846 -4%
SW
253
SVB Wealth
Massachusetts
$8.19M -$298K -1,798 -4%
HWM
254
HB Wealth Management
Georgia
$8.02M +$637K +3,835 +9%
TWM
255
Tradition Wealth Management
Minnesota
$7.99M -$3.15K -19 -0%
CPIG
256
Chicago Partners Investment Group
Illinois
$7.93M +$1.37K +9 +0%
TA
257
TruWealth Advisors
Louisiana
$7.93M +$1.29M +7,799 +20%
PWPS
258
Pinnacle Wealth Planning Services
Ohio
$7.89M +$2.47M +14,879 +46%
CWM
259
Chicago Wealth Management
Illinois
$7.88M +$194K +1,166 +3%
KWM
260
Kingsview Wealth Management
Oregon
$7.74M +$376K +2,267 +5%
CCT
261
Chemung Canal Trust
New York
$7.69M +$71.5K +431 +0.9%
AF
262
Advisornet Financial
Minnesota
$7.66M -$3.22M -19,393 -30%
GT
263
Glenmede Trust
Pennsylvania
$7.66M +$187K +1,126 +3%
AFP
264
Ausdal Financial Partners
Iowa
$7.64M +$7.64M +46,048 New
PWPCM
265
Perella Weinberg Partners Capital Management
New York
$7.64M – – –
SWRP
266
Summit Wealth & Retirement Planning
California
$7.56M +$722K +4,351 +11%
OFG
267
Oxford Financial Group
Indiana
$7.47M -$610K -3,677 -8%
AGA
268
Accuvest Global Advisors
Utah
$7.46M +$4.1M +24,726 +122%
SAM
269
Stone Asset Management
Texas
$7.45M +$407K +2,451 +6%
MAM
270
Meeder Asset Management
Ohio
$7.44M -$17.8M -107,399 -71%
WCAMG
271
Woodard & Company Asset Management Group
North Carolina
$7.3M +$82.2K +495 +1%
QCG
272
Quadrant Capital Group
Ohio
$7.27M +$28.2K +170 +0.4%
USCWA
273
U.S. Capital Wealth Advisors
Texas
$7.26M +$131K +792 +2%
AIA
274
Arbor Investment Advisors
North Carolina
$7.24M +$921K +5,551 +15%
1WM
275
1900 Wealth Management
Texas
$7.17M – – –
9 10
11
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