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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 %
AWE
726
Avidian Wealth Enterprises
Texas
$973K -$25.2K -152 -3%
AWA
727
Aaron Wealth Advisors
Illinois
$970K +$970K +161,000 New
CA
728
Calton & Associates
Florida
$967K -$242K -1,456 -20%
FFN
729
Focus Financial Network
Minnesota
$956K +$348K +2,099 +57%
HC
730
Hoese & Co
Minnesota
$956K – – –
FAIM
731
Financial Advocates Investment Management
Washington
$955K -$17.4K -105 -2%
SC
732
SouthState Corp
Florida
$948K +$17.3K +104 +2%
BFS
733
Bradley Foster & Sargent
Connecticut
$947K +$393K +2,368 +71%
AG
734
Appleton Group
Wisconsin
$945K -$115K -691 -11%
CFAM
735
Coury Firm Asset Management
Pennsylvania
$942K +$45.5K +274 +5%
B
736
Bailard
California
$937K – – –
IAN
737
Integrated Advisors Network
Texas
$936K -$393K -2,370 -30%
GSIS
738
Global Strategic Investment Solutions
Arizona
$932K +$332 +2 +0%
IAG
739
Investmark Advisory Group
Connecticut
$930K +$74.7K +450 +9%
BFA
740
Beaumont Financial Advisors
Massachusetts
$927K +$431K +2,594 +87%
BC
741
Barnett & Company
Tennessee
$924K +$230K +1,385 +33%
HF
742
HRT Financial
New York
$911K +$436K +2,630 +92%
ZIM
743
Zacks Investment Management
Illinois
$909K -$29.4M -177,285 -97%
MSFS
744
Main Street Financial Solutions
Pennsylvania
$908K -$2.16K -13 -0.2%
CWM
745
Connecticut Wealth Management
Connecticut
$897K +$1.49K +9 +0.2%
FPAS
746
Focus Partners Advisor Solutions
Missouri
$895K +$895K +5,392 New
CBN
747
Cadence Bank NA
Texas
$893K -$38.4K -231 -4%
SCA
748
STALEY CAPITAL ADVISERS
Pennsylvania
$889K – – –
CWM
749
Cordatus Wealth Management
Pennsylvania
$888K +$888K +5,348 New
MWM
750
Meridian Wealth Management
Kentucky
$887K +$80.7K +486 +10%
28 29
30
31 32