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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 %
WCP
526
Wick Capital Partners
Pennsylvania
$2.03M +$2.03M +12,088 New
AIP
527
Almanack Investment Partners
Pennsylvania
$2.03M +$594K +3,539 +42%
HS
528
Horan Securities
United States
$2.02M +$2.02M +12,016 New
CIC
529
Carnegie Investment Counsel
Ohio
$2.01M +$1.7M +10,149 +554%
AB
530
Amalgamated Bank
New York
$2.01M +$193K +1,150 +11%
FFM
531
Forum Financial Management
Illinois
$1.98M +$1.98M +11,786 New
TCBWMS
532
Texas Capital Bank Wealth Management Services
Texas
$1.97M – – –
TSW
533
Thompson Siegel & Walmsley
Virginia
$1.96M +$55.9K +333 +3%
FTS
534
Fifth Third Securities
Ohio
$1.95M -$345K -2,053 -15%
SCA
535
Stillwater Capital Advisors
Pennsylvania
$1.95M -$369K -2,195 -16%
NFC
536
Northeast Financial Consultants
Connecticut
$1.94M -$27K -161 -1%
CWP
537
CFM Wealth Partners
Texas
$1.94M +$63K +374 +3%
T. Rowe Price Associates
538
T. Rowe Price Associates
Maryland
$1.94M – – –
EVM
539
Eaton Vance Management
Massachusetts
$1.93M -$118K -704 -6%
MSWMA
540
Market Street Wealth Management Advisors
Indiana
$1.92M – – –
PP
541
Prosperity Planning
Missouri
$1.91M -$1.8M – –
CIC
542
Chilton Investment Company
Connecticut
$1.91M -$9.74K -58 -0.5%
PP
543
Pegasus Partners
Wisconsin
$1.88M +$118K +700 +7%
EIA
544
Eldridge Investment Advisors
New Hampshire
$1.88M +$133K +792 +8%
IC
545
Intersect Capital
California
$1.88M +$142K +845 +8%
DWM
546
Dakota Wealth Management
Florida
$1.88M +$214K +1,272 +13%
EIP
547
Easterly Investment Partners
Massachusetts
$1.87M +$1.87M +11,111 New
FT
548
Fiduciary Trust
Massachusetts
$1.86M +$7.56K +45 +0.4%
TG
549
TCW Group
California
$1.86M +$1.86M +11,065 New
VFP
550
Verus Financial Partners
Virginia
$1.84M +$1.68K +10 +0.1%
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