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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 %
CRC
676
Curi RMB Capital
Illinois
$1.13M +$68.3K +407 +6%
KTC
677
Kistler-Tiffany Companies
Pennsylvania
$1.13M -$50.4K -300 -4%
WB
678
WesBanco Bank
West Virginia
$1.13M – – –
WIM
679
Warwick Investment Management
Texas
$1.13M +$1.13M +6,706 New
SHJ
680
Sharkey, Howes & Javer
Colorado
$1.12M -$336K -2,001 -23%
EWM
681
Echo Wealth Management
Minnesota
$1.12M -$34K -201 -3%
GC
682
Garde Capital
Washington
$1.11M – – –
MIAS
683
Mason Investment Advisory Services
Virginia
$1.11M – – –
LBC
684
Lowe Brockenbrough & Co
Virginia
$1.11M – – –
CBA
685
Coastal Bridge Advisors
Connecticut
$1.11M – – –
TNB
686
Thomasville National Bank
Georgia
$1.11M -$241K -1,437 -18%
CIA
687
Capital Investment Advisors
Georgia
$1.1M -$217K -1,294 -17%
WI
688
WrapManager Inc
California
$1.1M -$103K -611 -9%
PCMC
689
Paragon Capital Management (Colorado)
Colorado
$1.1M +$61.6K +367 +6%
FANJ
690
Financial Architects (New Jersey)
New Jersey
$1.1M – – –
SWA
691
Sax Wealth Advisors
New Jersey
$1.09M +$672 +4 +0.1%
New York State Common Retirement Fund
692
New York State Common Retirement Fund
New York
$1.09M – – –
AWM
693
Apollon Wealth Management
South Carolina
$1.09M +$352K +2,088 +48%
CWS
694
Confluence Wealth Services
Pennsylvania
$1.08M +$1.08M +6,444 New
FPOC
695
Financial Planners of Cleveland
Ohio
$1.08M +$1.08M +6,340 New
KWS
696
Keystone Wealth Services
California
$1.08M +$1.08M +6,403 New
AAS
697
Annex Advisory Services
Wisconsin
$1.07M +$116K +693 +12%
AG
698
Appleton Group
Wisconsin
$1.07M – – –
JIC
699
Joel Isaacson & Co
New York
$1.07M +$92.2K +549 +9%
E
700
ETFidea
New York
$1.07M +$1.07M +6,352 New
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