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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 %
NG
701
Northstar Group
New York
$1.05M +$336 +2 +0%
BOH
702
Bank of Hawaii
Hawaii
$1.05M +$1.05M +6,262 New
GG
703
Gofen & Glossberg
Illinois
$1.05M +$89.5K +533 +9%
CFO
704
CVA Family Office
Colorado
$1.05M +$265K +1,580 +34%
MWM
705
Mascoma Wealth Management
New Hampshire
$1.05M – – –
Vontobel Holding
706
Vontobel Holding
Switzerland
$1.05M – – –
FWM
707
Fairhaven Wealth Management
Illinois
$1.05M – – –
KFP
708
KB Financial Partners
New Jersey
$1.04M +$38.5K +229 +4%
Fisher Asset Management
709
Fisher Asset Management
Washington
$1.04M +$608K +3,624 +141%
FI
710
Financial Insights
Washington
$1.04M -$18.5K -110 -2%
DWM
711
Darwin Wealth Management
Florida
$1.04M +$182K +1,112 +21%
HPA
712
High Probability Advisors
New York
$1.03M +$9.91K +59 +1%
LWP
713
Legacy Wealth Planning
Nevada
$1.03M -$74.7K -445 -7%
Chevy Chase Trust
714
Chevy Chase Trust
Maryland
$1.03M +$282K +1,679 +38%
Harris Associates
715
Harris Associates
Illinois
$1.03M +$1.03M +6,120 New
GDP
716
Great Diamond Partners
Maine
$1.02M +$1.02M +6,099 New
HCM
717
Hamlin Capital Management
New York
$1.02M +$1.02M +6,059 New
CWA
718
Core Wealth Advisors
Florida
$1.02M – – –
AAM
719
Autus Asset Management
Arizona
$1.02M -$6.72K -40 -0.7%
MCA
720
Magnolia Capital Advisors
Mississippi
$1.01M +$101K +600 +11%
EW
721
Evoke Wealth
California
$1.01M +$168 +1 +0%
AWE
722
Avidian Wealth Enterprises
Texas
$1.01M +$20.8K +124 +2%
SWM
723
Soundmark Wealth Management
Washington
$999K -$37.6K -224 -4%
AWS
724
AJ Wealth Strategies
New York
$999K +$34.2K +204 +4%
OWA
725
One Wealth Advisors
California
$999K +$432K +2,575 +76%
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