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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 %
CWA
626
CJM Wealth Advisers
Virginia
$1.34M +$1.34M +7,968 New
PFP
627
Paragon Financial Partners
California
$1.33M +$1.33M +7,940 New
DAS
628
Dynamic Advisor Solutions
Arizona
$1.33M -$5.88K -35 -0.4%
AIP
629
Ameritas Investment Partners
Nebraska
$1.32M +$147K +877 +13%
BTW
630
Boston Trust Walden
Massachusetts
$1.32M – – –
SVWAG
631
Sound View Wealth Advisors Group
Georgia
$1.31M -$67.2K -400 -5%
SFA
632
Seneca Financial Advisors
New York
$1.3M -$4.87K -29 -0.4%
MMA
633
Miracle Mile Advisors
California
$1.3M +$10.4K +62 +0.8%
SB
634
Strategic Blueprint
Georgia
$1.3M +$51.7K +308 +4%
DWM
635
Doyle Wealth Management
Florida
$1.3M +$27.5K +164 +2%
LWA
636
Lenox Wealth Advisors
New York
$1.3M -$56.3K -335 -4%
MWM
637
Minot Wealth Management
Massachusetts
$1.29M +$26K +155 +2%
TP
638
Tranquility Partners
Tennessee
$1.29M +$84.3K +502 +7%
SCP
639
Syntal Capital Partners
Texas
$1.28M – – –
PWMG
640
Provence Wealth Management Group
California
$1.28M +$1.28M +7,606 New
MCM
641
Manchester Capital Management
Vermont
$1.28M – – –
OCM
642
Objective Capital Management
Ohio
$1.27M +$1.27M +7,578 New
ML
643
Mayport LLC
Massachusetts
$1.26M +$1.26M +7,500 New
NFG
644
Nations Financial Group
Iowa
$1.25M +$4.37K +26 +0.3%
NHC
645
Nicholas Hoffman & Company
Georgia
$1.25M +$42.2K +251 +3%
B
646
Bensler
Washington
$1.24M +$1.24M +7,404 New
CPA
647
Cardiff Park Advisors
California
$1.23M +$1.23M +7,300 New
CA
648
Calton & Associates
Florida
$1.22M -$1.63M -9,723 -57%
FFA
649
Fragasso Financial Advisors
Pennsylvania
$1.22M -$15.4K -92 -1%
OR
650
Olympiad Research
Connecticut
$1.21M -$330K -1,966 -21%
24 25
26
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