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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 %
SFG
526
Summit Financial Group
West Virginia
$1.94M +$407K +2,450 +27%
TSW
527
Thompson Siegel & Walmsley
Virginia
$1.93M -$5.15K -31 -0.3%
T. Rowe Price Associates
528
T. Rowe Price Associates
Maryland
$1.92M – – –
EVM
529
Eaton Vance Management
Massachusetts
$1.91M – – –
FCH
530
Freestone Capital Holdings
Washington
$1.89M +$71.4K +430 +4%
PP
531
Prosperity Planning
Missouri
$1.89M -$1.91M – –
CAC
532
Certified Advisory Corp
Florida
$1.88M +$110K +661 +6%
NFC
533
Northeast Financial Consultants
Connecticut
$1.87M -$54.8K -330 -3%
WFA
534
WestHill Financial Advisors
California
$1.86M +$132K +798 +8%
CFA
535
Cahill Financial Advisors
Minnesota
$1.84M -$447K -2,694 -20%
VFP
536
Verus Financial Partners
Virginia
$1.83M +$24.6K +149 +1%
NAM
537
NTV Asset Management
West Virginia
$1.82M +$673K +4,058 +59%
CFG
538
Citizens Financial Group
Rhode Island
$1.82M +$223K +1,342 +14%
MSWMA
539
Market Street Wealth Management Advisors
Indiana
$1.82M -$79.7K -480 -4%
MP
540
McDonald Partners
Ohio
$1.82M +$1.77M +10,682 +4,108%
VCA
541
Verdence Capital Advisors
Maryland
$1.81M +$959K +5,778 +113%
IC
542
Intersect Capital
California
$1.81M -$49.5K -298 -3%
GTAM
543
Global Trust Asset Management
Florida
$1.81M -$996 -6 -0.1%
NCM
544
Next Capital Management
New York
$1.8M -$367K -2,210 -17%
FT
545
Fiduciary Trust
Massachusetts
$1.8M -$43.8K -264 -2%
BCM
546
Brookstone Capital Management
Illinois
$1.79M +$282K +1,707 +19%
ACA
547
Atlas Capital Advisors
Wyoming
$1.78M +$108K +650 +6%
LWAC
548
Laurel Wealth Advisors (California)
California
$1.78M -$3.46M -20,874 -66%
BWM
549
Baystate Wealth Management
Massachusetts
$1.77M -$262K -1,580 -13%
VCP
550
Vista Capital Partners
Oregon
$1.77M – – –
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