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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 %
EWM
501
Evercore Wealth Management
New York
$2.2M -$109K -657 -5%
AI
502
Accredited Investors
Minnesota
$2.2M -$10.5K -63 -0.5%
GBT
503
Grove Bank & Trust
Florida
$2.19M – – –
CIC
504
Carnegie Investment Counsel
Ohio
$2.16M +$171K +1,029 +9%
SPC
505
Sigma Planning Corp
Michigan
$2.15M +$608K +3,664 +39%
FFM
506
Forum Financial Management
Illinois
$2.11M +$157K +944 +8%
WS
507
Wedbush Securities
California
$2.11M -$73K -440 -3%
BBHC
508
Brown Brothers Harriman & Co
New York
$2.11M +$1.21M +7,300 +135%
JIR
509
James Investment Research
Ohio
$2.1M -$192K -1,158 -8%
MFGP
510
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.08M -$235K -1,413 -10%
PFM
511
Phillips Financial Management
Indiana
$2.08M -$3.98K -24 -0.2%
AB
512
Amalgamated Bank
New York
$2.08M +$94.5K +569 +5%
AF
513
Amalgamated Financial
New York
$2.08M +$2.08M +12,542 New
WCP
514
Wick Capital Partners
Pennsylvania
$2.08M +$72K +434 +4%
AWM
515
Atticus Wealth Management
Florida
$2.08M +$1.69M +10,189 +441%
CGA
516
Crescent Grove Advisors
Illinois
$2.04M -$3.82K -23 -0.2%
AWA
517
Arkadios Wealth Advisors
Georgia
$2.02M +$373K +2,249 +23%
MW
518
Marcum Wealth
Ohio
$2M -$404K -2,433 -17%
OPCM
519
Osborne Partners Capital Management
California
$1.98M -$129K -777 -6%
Members Trust
520
Members Trust
Florida
$1.98M -$156K -939 -7%
EIA
521
Eldridge Investment Advisors
New Hampshire
$1.97M +$115K +695 +6%
CFG
522
Cooper Financial Group
California
$1.97M -$142K -854 -7%
HS
523
Horan Securities
United States
$1.95M -$41.8K -252 -2%
EFSCE
524
Enterprise Financial Services Corp (EFSC)
Missouri
$1.95M +$430K +2,588 +28%
BIS
525
BG Investment Services
Guam
$1.94M +$1.94M +11,715 New
19 20
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