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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 %
SFA
376
Sequoia Financial Advisors
Ohio
$4.02M +$674K +4,060 +20%
WFA
377
Wellspring Financial Advisors
Ohio
$3.96M -$372K -2,242 -9%
MMG
378
Monetary Management Group
Missouri
$3.95M -$4.15K -25 -0.1%
SWM
379
Spire Wealth Management
Virginia
$3.93M -$118K -711 -3%
AIM
380
Acropolis Investment Management
Missouri
$3.92M +$24.9K +150 +0.6%
KAH
381
Kathryn A. Hall
$3.92M – – –
PA
382
Procyon Advisors
Connecticut
$3.9M -$148K -894 -4%
TA
383
Tiedemann Advisors
New York
$3.86M -$536K -3,229 -12%
HFP
384
Holistic Financial Partners
Indiana
$3.86M -$28.1K -169 -0.7%
JFG
385
JMG Financial Group
Illinois
$3.85M +$140K +845 +4%
AWA
386
Arete Wealth Advisors
Illinois
$3.84M -$19.3K -116 -0.5%
DWT
387
Dorsey & Whitney Trust
South Dakota
$3.83M -$162K -976 -4%
HF
388
Halpern Financial
Virginia
$3.76M +$2.78M +16,739 +283%
SF
389
Summit Financial
New Jersey
$3.75M +$716K +4,313 +24%
SIA
390
Stegner Investment Associates
Kentucky
$3.71M – – –
WP
391
Wealthspan Partners
Iowa
$3.69M +$131K +787 +4%
RBFC
392
Roman Butler Fullerton & Co
Missouri
$3.68M +$3.68M +22,147 New
NEPWA
393
New England Private Wealth Advisors
Massachusetts
$3.66M +$13.3K +80 +0.4%
PI
394
PineBridge Investments
New York
$3.63M -$4.37M -26,298 -55%
CSPIA
395
Cary Street Partners Investment Advisory
Virginia
$3.62M +$1.26M +7,582 +53%
PAMS
396
Pictet Asset Management (Switzerland)
Switzerland
$3.61M -$507K -3,055 -12%
GC
397
Guggenheim Capital
Illinois
$3.59M – – –
MWM
398
Mission Wealth Management
California
$3.55M +$657K +3,959 +23%
SMC
399
Smith, Moore & Co
Missouri
$3.54M +$77K +464 +2%
TDWM
400
Topel & Distasi Wealth Management
California
$3.54M -$121K -732 -3%
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16
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