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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 %
RIM
751
Rockbridge Investment Management
New York
$884K +$18.5K +110 +2%
JF
752
JSF Financial
California
$879K +$99.1K +590 +13%
SFP
753
Strategic Financial Partners
Oregon
$878K – – –
IAG
754
Investmark Advisory Group
Connecticut
$865K +$865K +5,154 New
VCA
755
Verdence Capital Advisors
Maryland
$862K +$19.3K +115 +2%
CAG
756
Crestwood Advisors Group
Massachusetts
$861K +$166K +990 +24%
PAM
757
PVG Asset Management
Colorado
$860K +$860K +5,123 New
WI
758
Wintrust Investments
Illinois
$860K +$549K +3,270 +176%
CTA
759
Chesley Taft & Associates
Illinois
$858K +$44.5K +265 +5%
SCI
760
S&CO Inc
Massachusetts
$848K – – –
WC
761
Whitney & Co
New York
$846K -$191K -1,137 -18%
Capital World Investors
762
Capital World Investors
California
$844K +$844K +5,027 New
KFI
763
Key Financial Inc
Pennsylvania
$828K -$13.3K -79 -2%
HI
764
Harbour Investments
Wisconsin
$824K -$511K -3,042 -38%
MWM
765
Meridian Wealth Management
Kentucky
$816K +$107K +638 +15%
WPA
766
West Paces Advisors
Georgia
$813K -$13.3K -79 -2%
Invesco
767
Invesco
Georgia
$813K +$813K +4,839 New
CC
768
Courier Capital
New York
$811K – – –
SCA
769
St. Clair Advisors
Ohio
$809K +$809K +4,818 New
WCWM
770
Willow Creek Wealth Management
California
$806K – – –
WIC
771
Woodmont Investment Counsel
Tennessee
$806K – – –
CHC
772
City Holding Co
West Virginia
$806K +$54.4K +336 +7%
AWM
773
Axxcess Wealth Management
California
$804K +$804K +4,791 New
MGIA
774
Matthew Goff Investment Advisor
Texas
$800K -$4.03K -24 -0.5%
PWMAG
775
Pinnacle Wealth Management Advisory Group
New Jersey
$798K – – –
29 30
31
32 33