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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 %
SFG
351
Sage Financial Group
Pennsylvania
$4.49M +$964K +5,809 +27%
STA
352
Summit Trail Advisors
New York
$4.48M – – –
SHWM
353
Smith & Howard Wealth Management
Georgia
$4.42M +$424K +2,555 +11%
GVAG
354
Great Valley Advisor Group
Delaware
$4.39M +$292K +1,751 +7%
IC
355
Innealta Capital
Texas
$4.38M – – –
EC
356
Estate Counselors
Wisconsin
$4.37M -$393K -2,370 -8%
AWA
357
Alta Wealth Advisors
Massachusetts
$4.36M -$118K -712 -3%
OC
358
Oppenheimer & Co
New York
$4.32M +$657K +3,957 +18%
RIL
359
Rothschild Investment LLC
Illinois
$4.29M +$123K +743 +3%
AAM
360
Aureus Asset Management
Massachusetts
$4.29M – – –
DCM
361
Dimension Capital Management
Florida
$4.27M +$741K +4,465 +21%
MA
362
Mutual Advisors
Nebraska
$4.27M +$123K +743 +3%
MPPLM
363
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.26M +$4.26M +25,661 New
AAS
364
Avantax Advisory Services
Texas
$4.26M -$89.6K -540 -2%
JF
365
Jump Financial
Illinois
$4.2M +$4.2M +25,326 New
HWA
366
Hillcrest Wealth Advisors
New Jersey
$4.19M -$573K -3,450 -12%
DPI
367
Diversified Portfolios Inc
Michigan
$4.17M -$195K -1,173 -4%
HNB
368
Huntington National Bank
Ohio
$4.12M -$3.96M – –
AMG
369
Asset Management Group
Connecticut
$4.09M +$16.6K +100 +0.4%
RCA
370
Riverview Capital Advisers
Massachusetts
$4.09M +$3.5M +21,117 +601%
WFS
371
Widmann Financial Services
Maryland
$4.08M -$89.1K -537 -2%
CB
372
Community Bank
New York
$4.06M +$274K +1,648 +7%
KPW
373
Kore Private Wealth
New York
$4.06M +$181K +1,093 +5%
DADC
374
D.A. Davidson & Co
Montana
$4.03M -$79.3K -478 -2%
AWP
375
Ascent Wealth Partners
New York
$4.02M +$595K +3,583 +17%
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