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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,340 hedge funds and large institutions have $40.4B invested in iShares Russell 1000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 493 increasing their positions, 450 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-32
Holders Change %
-2.33%
% of All Funds
22.66%
Holding in Top 10
114
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.7%
% of All Funds
1.93%
New
91
Increased
493
Reduced
450
Closed
105
Calls
$96M
Puts
$14.9M
Net Calls
+$81.1M
Net Calls Change
+$279M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.35B
2
M&T Bank
2
M&T Bank
New York
$423M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$111M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$339M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.05B

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$16M
2
APF
2
Alaska Permanent Fund
Alaska
$415M
3
FM
3
Forward Management
California
$0
4
Wells Fargo
4
Wells Fargo
California
$741M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
476
Pegasus Partners
Wisconsin
$2.11M +$1.05M +7,270 +100%
AWA
477
Arkadios Wealth Advisors
Georgia
$2.1M +$337K +2,324 +19%
AB
478
Atlas Brown
Kentucky
$2.08M +$48.7K +336 +2%
CWM
479
ClientFirst Wealth Management
Arkansas
$2.08M – – –
WAG
480
Winthrop Advisory Group
Massachusetts
$2.08M -$185K -1,273 -8%
IFPG
481
Intrepid Financial Planning Group
Indiana
$2.08M +$2.08M +14,339 New
5L
482
55I LLC
Massachusetts
$2.08M +$533K +3,674 +35%
IAA
483
Ironsides Asset Advisors
North Carolina
$2.07M +$725 +5 +0%
FFA
484
Founders Financial Alliance
North Carolina
$2.07M -$34.7K -239 -2%
SFG
485
Summit Financial Group
West Virginia
$2.07M +$377K +2,600 +22%
SBWIC
486
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.06M – – –
ClearBridge Investments
487
ClearBridge Investments
New York
$2.05M +$2.05M +14,168 New
FDCC
488
Foster Dykema Cabot & Co
Massachusetts
$2.05M -$34.9K -241 -2%
SG Americas Securities
489
SG Americas Securities
New York
$2.05M -$7.71M -53,219 -79%
TFA
490
Tobias Financial Advisors
Florida
$2.04M +$668K +4,611 +49%
GLA
491
Great Lakes Advisors
Illinois
$2M -$782K -5,393 -28%
VWA
492
V Wealth Advisors
Kansas
$2M +$48.3K +333 +2%
FFG
493
Fullen Financial Group
Ohio
$2M +$4.93K +34 +0.2%
KCM
494
Kanawha Capital Management
Virginia
$1.99M +$38.1K +263 +2%
MLM
495
Mount Lucas Management
Pennsylvania
$1.98M +$1.24M +8,528 +166%
WAL
496
W Advisors LLC
Tennessee
$1.98M +$22.6K +156 +1%
VW
497
Vance Wealth
California
$1.96M +$1.96M +13,521 New
EWM
498
Evercore Wealth Management
New York
$1.94M +$12.8K +88 +0.7%
CWM
499
Cahaba Wealth Management
Georgia
$1.92M -$120K -831 -6%
GA
500
GFS Advisors
Texas
$1.91M -$27.7K -191 -1%
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