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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 %
MFW
576
Meristem Family Wealth
Minnesota
$1.64M – – –
TWA
577
TCI Wealth Advisors
Arizona
$1.63M -$24.7K -147 -1%
FLPIM
578
F.L. Putnam Investment Management
Massachusetts
$1.63M +$19.8K +118 +1%
HHRDM
579
H&H Retirement Design & Management
Nevada
$1.62M -$5.05M -31,893 -76%
KPWS
580
Kestra Private Wealth Services
Texas
$1.62M +$161K +957 +11%
CFG
581
Citizens Financial Group
Rhode Island
$1.62M +$450K +2,678 +39%
WG
582
Watchman Group
Texas
$1.61M -$8.4K -50 -0.5%
KCM
583
Kornitzer Capital Management
Kansas
$1.59M -$361K -2,150 -18%
CL
584
CPWM LLC
Washington
$1.59M – – –
BWM
585
BT Wealth Management
Georgia
$1.57M – – –
WMA
586
West Michigan Advisors
Michigan
$1.57M +$1.57M +9,323 New
SPC
587
Sigma Planning Corp
Michigan
$1.56M +$39.8K +237 +3%
EI
588
Ellevest Inc
New York
$1.56M -$116K -690 -7%
SFG
589
Summit Financial Group
West Virginia
$1.55M +$685K +4,078 +79%
BCM
590
Brookstone Capital Management
Illinois
$1.54M +$554K +3,273 +56%
CC
591
Cypress Capital
Tennessee
$1.54M +$201K +1,196 +15%
BSSFA
592
Baron Silver Stevens Financial Advisors
Florida
$1.54M -$50.4K -300 -3%
HWIS
593
Hancock Whitney Investment Services
Louisiana
$1.54M +$1.54M +9,171 New
LDB
594
Lee, Danner & Bass
Tennessee
$1.54M – – –
EFSCE
595
Enterprise Financial Services Corp (EFSC)
Missouri
$1.53M -$24.8K -148 -2%
AP
596
Adero Partners
California
$1.53M – – –
BRWA
597
B. Riley Wealth Advisors
Florida
$1.53M +$157K +934 +11%
TNA
598
True North Advisors
Texas
$1.52M -$48.2K -287 -3%
BAG
599
Briggs Advisory Group
Rhode Island
$1.52M +$1.52M +9,059 New
QPWM
600
Quadrant Private Wealth Management
Pennsylvania
$1.52M +$6.89K +41 +0.5%
22 23
24
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