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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 %
KPWS
576
Kestra Private Wealth Services
Texas
$1.59M -$8.47K -51 -0.5%
VA
577
Valmark Advisers
Ohio
$1.59M +$150K +904 +10%
KCM
578
Kornitzer Capital Management
Kansas
$1.57M – – –
WG
579
Watchman Group
Texas
$1.57M -$26.6K -160 -2%
TFA
580
Tobias Financial Advisors
Florida
$1.57M +$1.57M +9,436 New
BWM
581
BT Wealth Management
Georgia
$1.55M – – –
UL
582
Unionview LLC
Washington
$1.55M +$55.3K +333 +4%
CIAS
583
CFS Investment Advisory Services
New Jersey
$1.55M +$1.54M +17,945,480 +16,639%
EI
584
Ellevest Inc
New York
$1.54M +$664 +4 +0%
CIA
585
Choate Investment Advisors
Massachusetts
$1.53M -$118K -710 -7%
KWS
586
Keystone Wealth Services
California
$1.53M +$465K +2,800 +44%
BSSFA
587
Baron Silver Stevens Financial Advisors
Florida
$1.52M +$166 +1 +0%
LDB
588
Lee, Danner & Bass
Tennessee
$1.52M – – –
CWM
589
Centric Wealth Management
Illinois
$1.51M +$1.51M +9,120 New
AP
590
Adero Partners
California
$1.51M – – –
MHS
591
M Holdings Securities
Oregon
$1.51M +$1.51M +9,093 New
BAG
592
Briggs Advisory Group
Rhode Island
$1.5M – – –
IUHSA
593
Itau Unibanco Holding S.A.
Brazil
$1.5M +$1.37M +8,230 +1,048%
BRWA
594
B. Riley Wealth Advisors
Florida
$1.5M -$13.5K -81 -0.9%
GF
595
Gries Financial
Ohio
$1.49M +$4.48K +27 +0.3%
IB
596
Intrust Bank
Kansas
$1.49M +$39.8K +240 +3%
AFA
597
American Financial Advisors
Georgia
$1.46M -$27.7K -167 -2%
ACM
598
Alamar Capital Management
California
$1.46M +$542K +3,266 +59%
SCI
599
Stableford Capital II
Arizona
$1.45M +$31.1K +187 +2%
TNA
600
True North Advisors
Texas
$1.44M -$62.7K -378 -4%
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