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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 %
UL
601
Unionview LLC
Washington
$1.51M +$1.51M +9,007 New
ARC
602
Advisor Resource Council
Texas
$1.51M -$789K -4,690 -34%
AFA
603
American Financial Advisors
Georgia
$1.5M -$138K -819 -8%
GF
604
Gries Financial
Ohio
$1.5M +$178K +1,058 +13%
MHI
605
Miller Howard Investments
New York
$1.5M +$1.07M +6,398 +252%
BDFN
606
Bond & Devick Financial Network
Minnesota
$1.47M +$132K +788 +10%
IB
607
Intrust Bank
Kansas
$1.46M – – –
SQA
608
Simon Quick Advisors
New Jersey
$1.46M -$6.99M -41,601 -83%
VA
609
Valmark Advisers
Ohio
$1.46M -$15.8K -94 -1%
AIM
610
Anchor Investment Management
South Carolina
$1.45M +$45.2K +269 +3%
LFG
611
Larson Financial Group
Missouri
$1.44M -$83K -494 -5%
GC
612
Grimes & Company
Massachusetts
$1.41M +$50.7K +302 +4%
PA
613
Pinnacle Associates
New York
$1.41M – – –
5L
614
55I LLC
Massachusetts
$1.4M -$810K -4,822 -37%
CPA
615
Capital Planning Advisors
California
$1.4M +$1.4M +8,326 New
CGL
616
Clarius Group LLC
Washington
$1.4M – – –
OCG
617
Opus Capital Group
Ohio
$1.4M +$136K +810 +11%
SI
618
Saxon Interests
Texas
$1.39M +$1.39M +8,164 New
SCI
619
Stableford Capital II
Arizona
$1.38M -$17K -105 -1%
RWA
620
Ropes Wealth Advisors
Massachusetts
$1.37M +$29.5K +176 +2%
CAMG
621
CWA Asset Management Group
Florida
$1.36M +$7.56K +45 +0.6%
PPP
622
Private Portfolio Partners
New Jersey
$1.35M +$12.8K +76 +1%
AWA
623
Amplius Wealth Advisors
Pennsylvania
$1.35M +$1.35M +8,033 New
IAN
624
Integrated Advisors Network
Texas
$1.35M -$314K -1,870 -19%
BIA
625
BHK Investment Advisors
Alabama
$1.34M +$336 +2 +0%
23 24
25
26 27