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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 %
EIG
326
Ellenbecker Investment Group
Wisconsin
$4.47M 30,853 +1,761 +6%
GIA
327
Gladstone Institutional Advisory
Florida
$4.38M 30,179 +44 +0.1%
TWM
328
Tolleson Wealth Management
Texas
$4.36M 30,097 – –
OC
329
Oppenheimer & Co
New York
$4.35M 30,023 +4,026 +15%
FA
330
FC Advisory
Pennsylvania
$4.35M 30,021 +438 +1%
Susquehanna International Group
331
Susquehanna International Group
Pennsylvania
$4.33M 29,866 -189,513 -86%
HR
332
Hardy Reed
Mississippi
$4.3M 29,678 – –
MCWS
333
McKinley Carter Wealth Services
West Virginia
$4.3M 29,658 -772 -3%
GC
334
Guggenheim Capital
Illinois
$4.3M 29,628 +7,999 +37%
FWTB
335
First Western Trust Bank
Colorado
$4.27M 29,229 +448 +2%
AAS
336
Ameritas Advisory Services
Nebraska
$4.26M 29,373 +2,313 +9%
Bessemer Group
337
Bessemer Group
New Jersey
$4.18M 28,861 +323 +1%
IWM
338
IHT Wealth Management
Illinois
$4.18M 28,803 -600 -2%
DAS
339
Dynamic Advisor Solutions
Arizona
$4.16M 28,725 -87 -0.3%
RTL
340
Red Tortoise LLC
Georgia
$4.16M 28,682 +26 +0.1%
WAM
341
Wakefield Asset Management
Colorado
$4.16M 28,682 +786 +3%
BJL
342
Brighton Jones LLC
Washington
$4.14M 28,527 +187 +0.7%
AF
343
Allworth Financial
California
$4.13M 28,460 -6 -0%
MIM
344
MetLife Investment Management
New Jersey
$4.12M 28,400 -82,500 -74%
BP
345
Ballentine Partners
Massachusetts
$4.07M 28,039 +263 +0.9%
DADC
346
D.A. Davidson & Co
Montana
$4.07M 28,043 +3,748 +15%
SQA
347
Simon Quick Advisors
New Jersey
$4.03M 26,142 +17,671 +209%
HNB
348
Huntington National Bank
Ohio
– – – –
AWM
349
AE Wealth Management
Kansas
$3.99M 27,552 -1,963 -7%
BFM
350
Broadview Financial Management
Wisconsin
$3.99M 27,516 +19 +0.1%
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