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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 %
TWP
651
TFO Wealth Partners
Ohio
$1.21M – – –
PFG
652
Pacific Financial Group
Washington
$1.21M +$29.7K +174 +3%
MCM
653
Mitchell Capital Management
Kansas
$1.2M -$5.71K -34 -0.5%
ATC
654
Argent Trust Co
Tennessee
$1.2M +$199K +1,187 +20%
LNWTC
655
Laird Norton Wetherby Trust Company
Washington
$1.2M – – –
EPA
656
Element Pointe Advisors
Florida
$1.19M +$732K +4,359 +160%
WIC
657
Whitegate Investment Counselors
New Hampshire
$1.19M -$20.5K -122 -2%
SC
658
Steph & Co
Wisconsin
$1.18M -$4.37K -26 -0.4%
APA
659
American Portfolios Advisors
New York
$1.17M +$50.2K +299 +4%
AWM
660
Altium Wealth Management
New York
$1.17M +$116K +691 +11%
FWCM
661
Ferguson Wellman Capital Management
Oregon
$1.17M -$10.1K -60 -0.9%
SCA
662
Snowden Capital Advisors
New York
$1.17M -$579K -3,452 -33%
FUBT
663
First United Bank & Trust
Maryland
$1.17M -$75.4K -449 -6%
NAM
664
NTV Asset Management
West Virginia
$1.16M -$4.87K -29 -0.4%
IFG
665
Investors Financial Group
Minnesota
$1.16M +$23.8K +142 +2%
FMTC
666
Farmers & Merchants Trust Company
California
$1.16M -$3.36K -20 -0.3%
TC
667
TownSquare Capital
Utah
$1.16M +$778K +4,632 +204%
EFS
668
Essex Financial Services
Connecticut
$1.16M +$20.2K +120 +2%
TFO
669
Tarbox Family Office
California
$1.15M -$44.5K -265 -4%
SIC
670
Sigma Investment Counselors
Michigan
$1.15M – – –
ADL
671
Asset Dedication LLC
California
$1.15M -$26.7K -159 -2%
JFA
672
Johanson Financial Advisors
California
$1.14M +$4.87K +29 +0.4%
FMII
673
Farmers & Merchants Investments Inc
Nebraska
$1.14M – – –
CPFP
674
Clear Perspectives Financial Planning
Ohio
$1.14M +$39.3K +234 +4%
BFA
675
Brown Financial Advisory
Alabama
$1.13M -$74.1K -441 -6%
25 26
27
28 29