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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 %
PFGIA
701
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M +$265K +1,595 +34%
STAS
702
Strong Tower Advisory Services
Minnesota
$1.04M +$1.04M +6,277 New
PMFA
703
Plante Moran Financial Advisors
Michigan
$1.04M -$1.17M -7,054 -53%
GG
704
Gofen & Glossberg
Illinois
$1.04M – – –
CFO
705
CVA Family Office
Colorado
$1.04M +$1.16K +7 +0.1%
MWM
706
Mascoma Wealth Management
New Hampshire
$1.03M – – –
FWM
707
Fairhaven Wealth Management
Illinois
$1.03M – – –
MIAS
708
Mason Investment Advisory Services
Virginia
$1.03M -$68.7K -414 -6%
HPA
709
High Probability Advisors
New York
$1.03M +$4.32K +26 +0.4%
CAM
710
Campion Asset Management
Virginia
$1.03M +$43.2K +260 +4%
AWM
711
Axxcess Wealth Management
California
$1.03M +$232K +1,396 +29%
FI
712
Financial Insights
Washington
$1.03M – – –
LWP
713
Legacy Wealth Planning
Nevada
$1.03M +$7.47K +45 +0.7%
IA
714
IFP Advisors
Florida
$1.02M +$633K +5,198 +164%
MFW
715
Meristem Family Wealth
Minnesota
$1.02M -$601K -3,625 -37%
Chevy Chase Trust
716
Chevy Chase Trust
Maryland
$1.02M – – –
CWA
717
Core Wealth Advisors
Florida
$1M – – –
EW
718
Evoke Wealth
California
$999K +$166 +1 +0%
Vontobel Holding
719
Vontobel Holding
Switzerland
$996K -$37.4K -225 -4%
KFP
720
KB Financial Partners
New Jersey
$992K -$38K -229 -4%
FBA
721
Front Barnett Associates
Illinois
$990K +$83.5K +503 +9%
MC
722
Middleton & Co
Massachusetts
$985K – – –
WI
723
WrapManager Inc
California
$984K -$102K -613 -9%
PCIA
724
Prime Capital Investment Advisors
Kansas
$982K – – –
SWM
725
Soundmark Wealth Management
Washington
$980K -$7.81K -47 -0.8%
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