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

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$16M
2
APF
Alaska Permanent Fund
Alaska
$415M
3
FM
Forward Management
California
$0
4
Wells Fargo
Wells Fargo
California
$741M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
526
PRW Wealth Management
Massachusetts
$1.71M -$2.34M -16,168 -58%
Members Trust
527
Members Trust
Florida
$1.71M -$21.3K -147 -1%
BIS
528
BG Investment Services
Guam
$1.7M – – –
JIR
529
James Investment Research
Ohio
$1.69M -$140K -966 -8%
NCM
530
Next Capital Management
New York
$1.69M +$119K +824 +8%
FLPIM
531
F.L. Putnam Investment Management
Massachusetts
$1.68M +$139K +959 +9%
T. Rowe Price Associates
532
T. Rowe Price Associates
Maryland
$1.68M – – –
IC
533
Intersect Capital
California
$1.67M +$90.4K +624 +6%
VFP
534
Verus Financial Partners
Virginia
$1.65M -$19.7K -131 -1%
TG
535
TCW Group
California
$1.63M +$1.63M +11,264 New
NFC
536
Northeast Financial Consultants
Connecticut
$1.63M – – –
HS
537
Horan Securities
United States
$1.62M -$89.6K -616 -5%
WFA
538
WestHill Financial Advisors
California
$1.62M -$6.23K -43 -0.4%
BFA
539
Benedict Financial Advisors
Georgia
$1.62M -$385K -2,654 -19%
FTS
540
Fifth Third Securities
Ohio
$1.61M +$1.61M +11,129 New
PP
541
Prosperity Planning
Missouri
$1.59M +$1.59M +11,376 New
VCA
542
Verdence Capital Advisors
Maryland
$1.59M +$7.97K +55 +0.5%
NGA
543
Naples Global Advisors
Florida
$1.58M +$131K +906 +9%
CAM
544
Carret Asset Management
New York
$1.58M +$36.4K +251 +2%
FT
545
Fiduciary Trust
Massachusetts
$1.57M – – –
CAAS
546
Capital Asset Advisory Services
Michigan
$1.57M +$570K +3,933 +57%
ACA
547
Atlas Capital Advisors
Wyoming
$1.56M – – –
CFA
548
Cahill Financial Advisors
Minnesota
$1.55M -$57.5K -397 -4%
VCP
549
Vista Capital Partners
Oregon
$1.55M – – –
NLG
550
New Legacy Group
New York
$1.54M – – –
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