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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 %
PA
601
Pinnacle Associates
New York
$1.43M +$40.5K +244 +3%
RWA
602
Ropes Wealth Advisors
Massachusetts
$1.43M +$74K +446 +5%
LFG
603
Larson Financial Group
Missouri
$1.42M +$1.49K +9 +0.1%
NPF
604
Norris Perne & French
Michigan
$1.42M +$1.07M +6,437 +302%
WI
605
Wintrust Investments
Illinois
$1.42M +$566K +3,407 +66%
SQA
606
Simon Quick Advisors
New Jersey
$1.41M -$34K -205 -2%
AIM
607
Anchor Investment Management
South Carolina
$1.4M -$32.4K -195 -2%
AWM
608
Apollon Wealth Management
South Carolina
$1.4M +$328K +1,978 +31%
SC
609
Steph & Co
Wisconsin
$1.4M +$233K +1,405 +20%
MCM
610
Manchester Capital Management
Vermont
$1.4M +$137K +825 +11%
HHRDM
611
H&H Retirement Design & Management
Nevada
$1.4M -$316K -1,893 -18%
CGL
612
Clarius Group LLC
Washington
$1.4M – – –
CPA
613
Capital Planning Advisors
California
$1.38M – – –
MWM
614
Minot Wealth Management
Massachusetts
$1.37M +$96.1K +579 +8%
OCG
615
Opus Capital Group
Ohio
$1.37M -$9.96K -60 -0.7%
EFS
616
Essex Financial Services
Connecticut
$1.37M +$225K +1,357 +20%
TP
617
Tranquility Partners
Tennessee
$1.36M +$85.8K +517 +7%
Diamond Hill Capital Management
618
Diamond Hill Capital Management
Ohio
$1.36M -$11.1M -66,656 -89%
TWP
619
Transparent Wealth Partners
Arkansas
$1.35M +$1.35M +8,132 New
DFA
620
DHK Financial Advisors
New Hampshire
$1.35M +$1.35M +8,132 New
GC
621
Grimes & Company
Massachusetts
$1.35M -$46.7K -281 -3%
CAMG
622
CWA Asset Management Group
Florida
$1.34M – – –
CC
623
Cypress Capital
Tennessee
$1.33M -$199K -1,196 -13%
BIA
624
BHK Investment Advisors
Alabama
$1.33M +$332 +2 +0%
CWA
625
CJM Wealth Advisers
Virginia
$1.32M – – –
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