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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 %
Loomis, Sayles & Company
276
Loomis, Sayles & Company
Massachusetts
$7.15M +$74.2K +447 +1%
WTC
277
WhitTier Trust Company
Nevada
$7.13M +$73.2K +441 +1%
N
278
Natixis
France
$7.1M +$458K +2,760 +7%
BI
279
Ballast Inc
Kentucky
$7.07M +$155K +931 +2%
ACA
280
Anchor Capital Advisors
Massachusetts
$7.06M -$12.7M -76,807 -64%
Deutsche Bank
281
Deutsche Bank
Germany
$7.03M +$641K +3,861 +10%
RhumbLine Advisers
282
RhumbLine Advisers
Massachusetts
$7.03M -$6.84M -41,183 -49%
MA
283
MUFG Americas
New York
$7M -$8.47K -51 -0.1%
BAAM
284
Baker Avenue Asset Management
California
$6.95M +$143K +860 +2%
WT
285
Whittier Trust
California
$6.93M +$345K +2,081 +5%
CG
286
Colony Group
Massachusetts
$6.79M +$663K +3,995 +11%
ABC
287
Associated Banc-Corp
Wisconsin
$6.7M +$71.5K +431 +1%
WWM
288
Western Wealth Management
Colorado
$6.55M +$3.98M +23,999 +155%
CDIA
289
Capital Directions Investment Advisors
Georgia
$6.53M +$27.6K +166 +0.4%
Neuberger Berman Group
290
Neuberger Berman Group
New York
$6.5M -$8.21M -49,463 -56%
SFG
291
Sunburst Financial Group
Alabama
$6.49M – – –
TNBTD
292
Trustmark National Bank Trust Department
Mississippi
$6.43M +$6.43M +38,741 New
PA
293
Parallel Advisors
California
$6.41M -$532K -3,160 -8%
HCMT
294
Highland Capital Management (Tennessee)
Tennessee
$6.29M -$187K -1,128 -3%
S
295
SignatureFD
Georgia
$6.11M -$266K -1,605 -4%
Lido Advisors
296
Lido Advisors
California
$6.09M +$224K +1,347 +4%
AL
297
Aspiriant LLC
California
$6.04M -$847K -5,104 -12%
SFM
298
Signet Financial Management
New Jersey
$6.04M -$96.1K -579 -2%
TCPWM
299
Traverso Chambers Private Wealth Management
California
$6M +$116K +700 +2%
RWA
300
RGT Wealth Advisors
Texas
$5.97M -$476K -2,868 -7%
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