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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,379 hedge funds and large institutions have $47.8B invested in iShares Russell 1000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 521 increasing their positions, 336 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+157
Holders Change %
+12.85%
% of All Funds
21.3%
Holding in Top 10
106
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+16.48%
% of All Funds
1.64%
New
241
Increased
521
Reduced
336
Closed
57
Calls
$96M
Puts
$85.9M
Net Calls
+$10.1M
Net Calls Change
+$84.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$750M
2
Morgan Stanley
Morgan Stanley
New York
+$467M
3
MB
Mizuho Bank
Japan
+$252M
4
BlackRock
BlackRock
New York
+$212M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$197M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$218M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$194M
3
JHU
Johns Hopkins University
Maryland
-$80.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$63.5M
5
CA
CastleArk Alternatives
Illinois
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
451
First Hawaiian Bank
Hawaii
$2.73M -$2.59M -15,395 -49%
CIM
452
Confluence Investment Management
Missouri
$2.72M +$2.72M +16,201 New
CCM
453
Colorado Capital Management
Colorado
$2.7M -$109K -649 -4%
PA
454
Parkside Advisors
California
$2.69M -$598K -3,560 -18%
LFAS
455
Level Four Advisory Services
Texas
$2.69M +$2.16M +12,882 +413%
FHA
456
Flagship Harbor Advisors
Massachusetts
$2.69M +$2.28M +13,598 +567%
GPFA
457
Game Plan Financial Advisors
Ohio
$2.68M – – –
WWM
458
Western Wealth Management
Colorado
$2.6M +$2.6M +15,438 New
IC
459
IEQ Capital
California
$2.6M -$4.12M -24,513 -61%
SW
460
SlateStone Wealth
Florida
$2.59M – – –
LCM
461
Logan Capital Management
Pennsylvania
$2.59M +$1.43M +8,527 +124%
AIM
462
Allen Investment Management
New York
$2.57M -$91.8K -547 -3%
IWP
463
Icon Wealth Partners
Texas
$2.56M -$436K -2,598 -15%
VAS
464
Vestmark Advisory Solutions
Massachusetts
$2.56M +$2.19M +13,066 +593%
CWM
465
Chemistry Wealth Management
New York
$2.56M +$2.56M +15,269 New
NLP
466
Next Level Private
New York
$2.56M +$2.56M +15,269 New
NB
467
Nicolet Bankshares
Wisconsin
$2.56M -$74.2K -442 -3%
ICP
468
Interchange Capital Partners
Pennsylvania
$2.53M +$2.53M +15,093 New
CWM
469
Cahaba Wealth Management
Georgia
$2.53M -$600K -3,573 -19%
SSB
470
Sandy Spring Bank
Maryland
$2.51M +$495K +2,946 +25%
SFS
471
Sowell Financial Services
Arkansas
$2.5M -$262K -1,561 -9%
First Manhattan
472
First Manhattan
New York
$2.49M -$876K -5,216 -26%
AA
473
Ancora Advisors
Ohio
$2.47M +$27.7K +165 +1%
AGP
474
Autumn Glory Partners
Texas
$2.46M +$2.46M +14,659 New
SBWIC
475
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.46M +$2.46M +14,621 New
17 18
19
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