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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 %
CWM
651
Congress Wealth Management
Massachusetts
$1.19M -$880K -5,302 -43%
ATC
652
Argent Trust Co
Tennessee
$1.19M – – –
SPP
653
Single Point Partners
Massachusetts
$1.19M +$904K +5,446 +319%
FFA
654
Fragasso Financial Advisors
Pennsylvania
$1.19M -$22.9K -138 -2%
PFG
655
Pacific Financial Group
Washington
$1.18M +$9.3K +56 +0.8%
EPA
656
Element Pointe Advisors
Florida
$1.17M – – –
ARC
657
Advisor Resource Council
Texas
$1.17M -$315K -1,897 -21%
WIC
658
Whitegate Investment Counselors
New Hampshire
$1.17M – – –
KTC
659
Kistler-Tiffany Companies
Pennsylvania
$1.16M +$37.7K +227 +3%
AWM
660
Altium Wealth Management
New York
$1.15M -$3.65K -22 -0.3%
DWM
661
Darwin Wealth Management
Florida
$1.15M +$100K +604 +10%
SB
662
Strategic Blueprint
Georgia
$1.15M -$140K -846 -11%
WP
663
WealthShield Partners
North Carolina
$1.15M -$1.7M -10,240 -60%
APA
664
American Portfolios Advisors
New York
$1.14M -$12.8K -77 -1%
SWA
665
Sax Wealth Advisors
New Jersey
$1.14M +$62.2K +375 +6%
NHC
666
Nicholas Hoffman & Company
Georgia
$1.14M -$93.3K -562 -8%
TFO
667
Tarbox Family Office
California
$1.14M +$332 +2 +0%
CAAS
668
Capital Asset Advisory Services
Michigan
$1.14M +$164K +986 +17%
SIC
669
Sigma Investment Counselors
Michigan
$1.14M – – –
ADL
670
Asset Dedication LLC
California
$1.14M +$332 +2 +0%
SS
671
Simplicity Solutions
Minnesota
$1.14M -$1.18M -7,107 -51%
CIA
672
Capital Investment Advisors
Georgia
$1.13M +$42.7K +257 +4%
FMII
673
Farmers & Merchants Investments Inc
Nebraska
$1.13M – – –
CRC
674
Curi RMB Capital
Illinois
$1.12M -$5.15K -31 -0.5%
WIM
675
Warwick Investment Management
Texas
$1.11M +$664 +4 +0.1%
25 26
27
28 29