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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 %
JIC
251
Johnson Investment Counsel
Ohio
$7.75M 53,465 -347 -0.6%
GT
252
Glenmede Trust
Pennsylvania
$7.72M 53,260 +7,108 +15%
FA
253
Flagstar Advisors
New York
$7.68M 52,964 -5,577 -10%
CCT
254
Chemung Canal Trust
New York
$7.62M 52,553 +6,217 +13%
AFP
255
Ausdal Financial Partners
Iowa
$7.6M 52,454 +6,406 +14%
FMP
256
Financial Management Professionals
Texas
$7.47M 51,557 -2,145 -4%
MFG
257
Magnus Financial Group
New York
$7.37M 50,839 -213 -0.4%
SWRP
258
Summit Wealth & Retirement Planning
California
$7.22M 49,786 +4,226 +9%
HWM
259
HB Wealth Management
Georgia
$7.13M 49,152 +845 +2%
CS
260
Comerica Securities
Michigan
$7.11M 49,016 -2,868 -6%
JWA
261
JFS Wealth Advisors
Pennsylvania
$7.08M 48,837 -657 -1%
MWM
262
Mission Wealth Management
California
$7.04M 48,530 +27,149 +127%
TNBTD
263
Trustmark National Bank Trust Department
Mississippi
$6.89M 47,516 +8,775 +23%
Barclays
264
Barclays
United Kingdom
$6.79M 46,861 -7,200 -13%
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$6.79M 46,819 +30,182 +181%
WTC
266
WhitTier Trust Company
Nevada
$6.78M 46,766 +3,808 +9%
PRWA
267
Platte River Wealth Advisors
Colorado
$6.72M 46,358 -9,935 -18%
PWPCM
268
Perella Weinberg Partners Capital Management
New York
$6.67M 46,033 – –
KWM
269
Kingsview Wealth Management
Oregon
$6.64M 45,794 -866 -2%
WT
270
Whittier Trust
California
$6.62M 45,668 +3,941 +9%
JG
271
Jefferies Group
New York
$6.55M 45,201 -7,562 -14%
AGA
272
Accuvest Global Advisors
Utah
$6.53M 45,006 +67 +0.1%
OFG
273
Oxford Financial Group
Indiana
$6.52M 44,981 – –
OPS
274
Orion Portfolio Solutions
Nebraska
$6.46M 44,524 +8,891 +25%
USCWA
275
U.S. Capital Wealth Advisors
Texas
$6.45M 44,458 +749 +2%
9 10
11
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