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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 %
FCH
551
Freestone Capital Holdings
Washington
$1.84M +$712K +4,240 +63%
GTAM
552
Global Trust Asset Management
Florida
$1.83M +$37.8K +225 +2%
FF
553
FourThought Financial
Florida
$1.83M +$106K +629 +6%
RB
554
Renasant Bank
Mississippi
$1.81M -$184K -1,093 -9%
Wellington Management Group
555
Wellington Management Group
Massachusetts
$1.8M -$1.47M -8,779 -45%
CAC
556
Certified Advisory Corp
Florida
$1.8M -$43.5K -259 -2%
VCP
557
Vista Capital Partners
Oregon
$1.79M – – –
NLG
558
New Legacy Group
New York
$1.79M +$1.79M +10,635 New
MWA
559
Monograph Wealth Advisors
California
$1.78M +$1.78M +10,618 New
GG
560
GenWealth Group
New Jersey
$1.77M -$1.34K -8 -0.1%
WFA
561
WestHill Financial Advisors
California
$1.75M +$26.2K +156 +2%
BP
562
BBR Partners
New York
$1.74M – – –
RCAMU
563
Rothschild & Co Asset Management US
Connecticut
$1.73M +$703K +4,186 +68%
ES
564
Eagle Strategies
New York
$1.72M +$1.72M +10,262 New
EAM
565
Evanson Asset Management
California
$1.72M -$1.27M -7,538 -42%
NGA
566
Naples Global Advisors
Florida
$1.72M +$194K +1,157 +13%
DFS
567
Dixon Fnancial Services
California
$1.72M +$1.72M +10,210 New
CAM
568
Carret Asset Management
New York
$1.71M +$29.6K +176 +2%
FWP
569
FAS Wealth Partners
Kansas
$1.7M +$30.1K +179 +2%
ACA
570
Atlas Capital Advisors
Wyoming
$1.7M +$9.07K +54 +0.5%
SFS
571
Summit Financial Strategies
Ohio
$1.69M -$3.02K -18 -0.2%
MCA
572
Maryland Capital Advisors
Maryland
$1.68M +$1.68M +10,013 New
CIA
573
Choate Investment Advisors
Massachusetts
$1.67M – – –
WIA
574
World Investment Advisors
California
$1.67M +$206K +1,243 +14%
AWA
575
Arkadios Wealth Advisors
Georgia
$1.67M +$214K +1,277 +15%
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