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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 %
GLA
426
Great Lakes Advisors
Illinois
$3.19M -$1.26M -7,570 -28%
BMCM
427
Bryn Mawr Capital Management
Pennsylvania
$3.17M +$133K +803 +4%
WSFS
428
Wilmington Savings Fund Society
Delaware
$3.16M -$42.8K -258 -1%
SLT
429
St Louis Trust
Missouri
$3.16M – – –
Capital Fund Management (CFM)
430
Capital Fund Management (CFM)
France
$3.15M -$1.23M -7,394 -28%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
431
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.15M – – –
HIA
432
Harbor Investment Advisory
Maryland
$3.11M +$5.64K +34 +0.2%
BB
433
Busey Bank
Illinois
$3.1M -$44.1K -266 -1%
ZB
434
Zions Bancorporation
Utah
$3.1M -$1.5M -9,049 -33%
WTA
435
Washington Trust Advisors
Massachusetts
$3.1M -$531K -3,200 -15%
IWC
436
Integrated Wealth Concepts
Massachusetts
$3.07M +$59.6K +359 +2%
SYBT
437
Stock Yards Bank & Trust
Kentucky
$3.01M +$84.5K +509 +3%
SSB
438
Sandy Spring Bank
Maryland
$2.95M +$468K +2,818 +19%
RIA
439
Realta Investment Advisors
Delaware
$2.92M -$435K -2,618 -13%
PO
440
Private Ocean
California
$2.91M -$210K -1,264 -7%
BFG
441
Baron Financial Group
New Jersey
$2.91M -$44.8K -270 -2%
ACA
442
Affinity Capital Advisors
California
$2.9M +$50.1K +302 +2%
FMC
443
First Merchants Corp
Indiana
$2.89M +$12.8K +77 +0.4%
AWM
444
Aprio Wealth Management
Georgia
$2.89M – – –
NCM
445
NCM Capital Management
New Jersey
$2.87M +$2.87M +17,263 New
WAP
446
Wealthcare Advisory Partners
Pennsylvania
$2.84M -$114K -685 -4%
CG
447
Caprock Group
Idaho
$2.81M -$1.52M -9,187 -35%
GT
448
Glenview Trust
Kentucky
$2.8M -$35.2K -212 -1%
OSAM
449
O'Shaughnessy Asset Management
Connecticut
$2.76M -$21M -126,763 -88%
IWP
450
Icon Wealth Partners
Texas
$2.72M +$188K +1,131 +7%
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