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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 %
PFP
626
Paragon Financial Partners
California
$1.32M +$1.83K +11 +0.1%
PPP
627
Private Portfolio Partners
New Jersey
$1.3M -$33.5K -202 -3%
LWA
628
Lenox Wealth Advisors
New York
$1.29M +$3.17K +19 +0.2%
DWM
629
Doyle Wealth Management
Florida
$1.29M +$4.15K +25 +0.3%
CM
630
Columbus Macro
Pennsylvania
$1.29M +$1.29M +7,745 New
BTW
631
Boston Trust Walden
Massachusetts
$1.28M -$19.1K -115 -1%
SFA
632
Seneca Financial Advisors
New York
$1.28M -$9.46K -57 -0.7%
SVWAG
633
Sound View Wealth Advisors Group
Georgia
$1.28M -$22.9K -138 -2%
AIP
634
Ameritas Investment Partners
Nebraska
$1.27M -$37.7K -227 -3%
PWMG
635
Provence Wealth Management Group
California
$1.27M +$3.98K +24 +0.3%
AWA
636
Amplius Wealth Advisors
Pennsylvania
$1.26M -$68.9K -415 -5%
VNB
637
Virginia National Bank
Virginia
$1.26M +$1.26M +7,593 New
OCM
638
Objective Capital Management
Ohio
$1.26M – – –
BOH
639
Bank of Hawaii
Hawaii
$1.25M +$209K +1,260 +20%
ML
640
Mayport LLC
Massachusetts
$1.25M – – –
NFG
641
Nations Financial Group
Iowa
$1.24M +$3.99K +24 +0.3%
B
642
Bensler
Washington
$1.24M +$12.9K +78 +1%
FA
643
Fiducient Advisors
Illinois
$1.24M -$993K -5,981 -44%
TWP
644
TFO Wealth Partners
Ohio
$1.23M – – –
CPA
645
Cardiff Park Advisors
California
$1.21M +$1.16K +7 +0.1%
CIBC World Market
646
CIBC World Market
Ontario, Canada
$1.21M -$2.03M -12,209 -63%
SHJ
647
Sharkey, Howes & Javer
Colorado
$1.21M +$97.6K +588 +9%
PP
648
Pegasus Partners
Wisconsin
$1.2M -$654K -3,943 -35%
CPFP
649
Clear Perspectives Financial Planning
Ohio
$1.2M +$81.5K +491 +7%
MCM
650
Mitchell Capital Management
Kansas
$1.19M +$3.49K +21 +0.3%
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