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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 %
WAG
476
Winthrop Advisory Group
Massachusetts
$2.45M +$338K +2,010 +16%
FFA
477
Founders Financial Alliance
North Carolina
$2.44M -$90K -536 -4%
SC
478
Savant Capital
Illinois
$2.44M +$171K +1,019 +8%
IAA
479
Ironsides Asset Advisors
North Carolina
$2.44M +$22.5K +134 +0.9%
MW
480
Marcum Wealth
Ohio
$2.44M +$214K +1,277 +10%
FDCC
481
Foster Dykema Cabot & Co
Massachusetts
$2.42M – – –
CT
482
Coastline Trust
Rhode Island
$2.42M +$240K +1,431 +11%
FFG
483
Fullen Financial Group
Ohio
$2.41M -$124K -741 -5%
AB
484
Atlas Brown
Kentucky
$2.41M -$25.4K -151 -1%
GFP
485
Gryphon Financial Partners
Ohio
$2.41M +$1.45M +8,656 +153%
CWM
486
ClientFirst Wealth Management
Arkansas
$2.4M +$2.4M +14,353 New
CSPIA
487
Cary Street Partners Investment Advisory
Virginia
$2.39M +$400K +2,382 +20%
PFA
488
Pathway Financial Advisors
Vermont
$2.38M +$2.38M +14,534 New
NAG
489
Northstar Advisory Group
New Jersey
$2.37M +$2.37M +14,123 New
B
490
Brightworth
Georgia
$2.35M -$13.9K -83 -0.6%
VCM
491
Vivaldi Capital Management
Illinois
$2.35M +$500K +2,981 +27%
MFGP
492
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.34M -$187K -1,111 -7%
IIC
493
Ironwood Investment Counsel
Arizona
$2.34M +$1.01K +6 +0%
SS
494
Simplicity Solutions
Minnesota
$2.34M +$1.81M +10,801 +343%
EWM
495
Evercore Wealth Management
New York
$2.34M – – –
PWM
496
Perigon Wealth Management
California
$2.34M +$492K +2,929 +27%
CFA
497
Carroll Financial Associates
North Carolina
$2.32M +$154K +922 +7%
EP
498
Edgestream Partners
New Jersey
$2.32M +$1.72M +10,248 +285%
JIR
499
James Investment Research
Ohio
$2.32M -$55.8K -332 -2%
PTC
500
Private Trust Company
Ohio
$2.32M +$24.9K +148 +1%
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