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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 %
PI
276
PineBridge Investments
New York
$6.41M 44,191 +22,341 +102%
SWP
277
Stratos Wealth Partners
Ohio
$6.39M 44,046 -20,959 -32%
QCG
278
Quadrant Capital Group
Ohio
$6.35M 43,819 – –
1WM
279
1900 Wealth Management
Texas
$6.25M 43,120 -71 -0.2%
SAM
280
Stone Asset Management
Texas
$6.25M 43,083 -1,791 -4%
CG
281
Colony Group
Massachusetts
$5.99M 41,296 +367 +0.9%
Loomis, Sayles & Company
282
Loomis, Sayles & Company
Massachusetts
$5.98M 41,264 -1,835 -4%
BPA
283
Beacon Pointe Advisors
California
$5.97M 41,175 -14,363 -26%
ABC
284
Associated Banc-Corp
Wisconsin
$5.9M 40,681 +324 +0.8%
CDIA
285
Capital Directions Investment Advisors
Georgia
$5.86M 40,451 +1,134 +3%
DFG
286
Demars Financial Group
Washington
$5.84M 40,262 +40,262 New
WB
287
Webster Bank
Connecticut
$5.77M 39,821 +8,243 +26%
WWM
288
Western Wealth Management
Colorado
$5.71M 39,418 -19 -0%
SFG
289
Sunburst Financial Group
Alabama
$5.67M 39,076 – –
HW
290
Hancock Whitney
Mississippi
$5.56M 38,368 +9,806 +34%
BAAM
291
Baker Avenue Asset Management
California
$5.54M 38,234 -3,610 -9%
PA
292
Parallel Advisors
California
$5.5M 37,952 -125 -0.3%
ATPW
293
Ashton Thomas Private Wealth
Arizona
$5.48M 37,801 +3,065 +9%
AAS
294
Avantax Advisory Services
Texas
$5.39M 37,153 +11,494 +45%
TCPWM
295
Traverso Chambers Private Wealth Management
California
$5.35M 36,873 +734 +2%
AL
296
Aspiriant LLC
California
$5.27M 36,366 -26 -0.1%
HCMT
297
Highland Capital Management (Tennessee)
Tennessee
$5.25M 36,177 -1,693 -4%
SCM
298
SOL Capital Management
Maryland
$5.19M 35,776 +375 +1%
SBH
299
Segall Bryant & Hamill
Illinois
$5.16M 35,628 -244 -0.7%
RWA
300
RGT Wealth Advisors
Texas
$5.14M 35,484 -488 -1%
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