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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,340 hedge funds and large institutions have $40.4B invested in iShares Russell 1000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 493 increasing their positions, 450 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-32
Holders Change %
-2.33%
% of All Funds
22.66%
Holding in Top 10
114
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.7%
% of All Funds
1.93%
New
91
Increased
493
Reduced
450
Closed
105
Calls
$96M
Puts
$14.9M
Net Calls
+$81.1M
Net Calls Change
+$279M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$160M
2
M&T Bank
M&T Bank
New York
+$155M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$89.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$65.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.7M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$2.6B
2
APF
Alaska Permanent Fund
Alaska
-$170M
3
FM
Forward Management
California
-$118M
4
Wells Fargo
Wells Fargo
California
-$103M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$94.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
651
Dana Investment Advisors
Wisconsin
$1.1M +$493K +3,399 +82%
BOH
652
Bank of Hawaii
Hawaii
$1.09M – – –
ML
653
Mayport LLC
Massachusetts
$1.09M – – –
PPP
654
Private Portfolio Partners
New Jersey
$1.08M -$53.5K -369 -5%
SVWAG
655
Sound View Wealth Advisors Group
Georgia
$1.08M -$38.3K -264 -3%
TWP
656
TFO Wealth Partners
Ohio
$1.07M – – –
BC
657
Barnett & Company
Tennessee
$1.07M +$266K +1,835 +33%
FPAS
658
Focus Partners Advisor Solutions
Missouri
$1.07M +$290K +2,000 +37%
WMA
659
West Michigan Advisors
Michigan
$1.07M -$361K -2,488 -25%
B
660
Bensler
Washington
$1.07M -$19K -131 -2%
CPA
661
Cardiff Park Advisors
California
$1.06M +$870 +6 +0.1%
VC
662
Veracity Capital
Georgia
$1.06M +$555K +3,825 +110%
SHJ
663
Sharkey, Howes & Javer
Colorado
$1.05M – – –
CWM
664
Congress Wealth Management
Massachusetts
$1.05M +$10.4K +72 +1%
CIBC World Market
665
CIBC World Market
Ontario, Canada
$1.04M -$12.2K -84 -1%
MHS
666
M Holdings Securities
Oregon
$1.04M -$278K -1,915 -21%
FFA
667
Fragasso Financial Advisors
Pennsylvania
$1.04M +$435 +3 +0%
ICG
668
InterOcean Capital Group
Tennessee
$1.03M +$637K +4,398 +162%
HCM
669
Hamlin Capital Management
New York
$1.03M +$1.03M +7,108 New
WIC
670
Whitegate Investment Counselors
New Hampshire
$1.02M – – –
OCM
671
Objective Capital Management
Ohio
$1.02M -$77.1K -532 -7%
AWA
672
Amplius Wealth Advisors
Pennsylvania
$1.02M -$83.9K -579 -8%
IA
673
IFP Advisors
Florida
$1.02M – – –
SWA
674
Sax Wealth Advisors
New Jersey
$1.02M +$21.7K +150 +2%
FMII
675
Farmers & Merchants Investments Inc
Nebraska
$1.01M +$29K +200 +3%
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