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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 %
CFA
501
Cahill Financial Advisors
Minnesota
$2.31M -$445K -2,647 -16%
QC
502
Quent Capital
New York
$2.3M +$2.3M +13,722 New
PCG
503
Private Capital Group
Connecticut
$2.29M +$74.2K +442 +3%
NFG
504
Next Financial Group
Texas
$2.28M +$1.24M +7,359 +118%
VWA
505
V Wealth Advisors
Kansas
$2.27M +$11.8K +70 +0.5%
SCP
506
Seizert Capital Partners
Michigan
$2.26M +$1.92M +11,423 +559%
FA
507
Fiducient Advisors
Illinois
$2.26M -$367K -2,183 -14%
AI
508
Accredited Investors
Minnesota
$2.24M -$29.9K -178 -1%
PMFA
509
Plante Moran Financial Advisors
Michigan
$2.24M +$1.34M +7,953 +148%
GBT
510
Grove Bank & Trust
Florida
$2.22M +$142K +843 +7%
WS
511
Wedbush Securities
California
$2.21M +$48K +286 +2%
KCM
512
Kanawha Capital Management
Virginia
$2.2M +$29.2K +174 +1%
NCM
513
Next Capital Management
New York
$2.19M +$668K +3,976 +44%
SL
514
Savior LLC
Massachusetts
$2.18M -$362K -2,155 -14%
DWMG
515
DB Wealth Management Group
California
$2.18M +$728K +4,337 +50%
Members Trust
516
Members Trust
Florida
$2.16M -$4.2K -25 -0.2%
OPCM
517
Osborne Partners Capital Management
California
$2.14M +$8.57K +51 +0.4%
CFG
518
Cooper Financial Group
California
$2.13M -$31.2K -186 -1%
MAM
519
MMA Asset Management
Pennsylvania
$2.13M +$367K +2,185 +21%
CA
520
Clearstead Advisors
Ohio
$2.12M +$1.38M +8,246 +189%
PFM
521
Phillips Financial Management
Indiana
$2.11M -$20K -119 -0.9%
LWCFA
522
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.1M -$135K -801 -6%
CWM
523
Congress Wealth Management
Massachusetts
$2.09M +$2.09M +12,470 New
CGA
524
Crescent Grove Advisors
Illinois
$2.07M -$383K -2,281 -16%
BWM
525
Baystate Wealth Management
Massachusetts
$2.06M +$268K +1,593 +15%
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