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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 %
FUBT
676
First United Bank & Trust
Maryland
$1.11M -$40.7K -245 -4%
WB
677
WesBanco Bank
West Virginia
$1.11M – – –
GC
678
Garde Capital
Washington
$1.1M – – –
LBC
679
Lowe Brockenbrough & Co
Virginia
$1.09M – – –
CBA
680
Coastal Bridge Advisors
Connecticut
$1.09M – – –
WIA
681
World Investment Advisors
California
$1.09M -$582K -3,508 -35%
BFA
682
Brown Financial Advisory
Alabama
$1.09M -$33.2K -200 -3%
PCMC
683
Paragon Capital Management (Colorado)
Colorado
$1.09M +$1.66K +10 +0.2%
LNWTC
684
Laird Norton Wetherby Trust Company
Washington
$1.08M -$97.7K -589 -8%
FANJ
685
Financial Architects (New Jersey)
New Jersey
$1.08M – – –
FWCM
686
Ferguson Wellman Capital Management
Oregon
$1.08M -$73.9K -445 -6%
New York State Common Retirement Fund
687
New York State Common Retirement Fund
New York
$1.08M – – –
EWM
688
Echo Wealth Management
Minnesota
$1.08M -$14K -85 -1%
E
689
ETFidea
New York
$1.07M +$20.1K +121 +2%
RIM
690
Rockbridge Investment Management
New York
$1.07M +$193K +1,156 +22%
LCM
691
Logan Capital Management
Pennsylvania
$1.07M -$1.49M -8,985 -58%
TNB
692
Thomasville National Bank
Georgia
$1.07M -$24.9K -150 -2%
JIC
693
Joel Isaacson & Co
New York
$1.07M +$12.7K +77 +1%
CWS
694
Confluence Wealth Services
Pennsylvania
$1.07M -$3.15K -19 -0.3%
AAS
695
Annex Advisory Services
Wisconsin
$1.06M +$2.33K +14 +0.2%
CM
696
Castleark Management
Illinois
$1.06M -$10.8M -65,200 -91%
NG
697
Northstar Group
New York
$1.06M +$16.9K +102 +2%
HH
698
Hilltop Holdings
Texas
$1.06M +$457K +2,755 +76%
P
699
Pitcairn
Pennsylvania
$1.05M +$1.05M +6,350 New
CTA
700
Chesley Taft & Associates
Illinois
$1.05M +$208K +1,260 +25%
26 27
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