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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 %
RC
751
RegentAtlantic Capital
New Jersey
$876K +$194K +1,171 +29%
CAG
752
Crestwood Advisors Group
Massachusetts
$874K +$23.6K +142 +3%
RA
753
RFG Advisory
Alabama
$873K -$54.8K -330 -6%
RCAMU
754
Rothschild & Co Asset Management US
Connecticut
$868K -$845K -5,095 -49%
MLM
755
Mount Lucas Management
Pennsylvania
$854K +$447K +2,695 +110%
CTC
756
Central Trust Company
Missouri
$852K -$45.5K -274 -5%
SFP
757
Strategic Financial Partners
Oregon
$851K -$16.9K -102 -2%
IAIM
758
International Assets Investment Management
Florida
$851K +$203K +1,222 +31%
SCI
759
S&CO Inc
Massachusetts
$838K – – –
EP
760
Edgestream Partners
New Jersey
$836K -$1.46M -8,805 -64%
PFA
761
Pure Financial Advisors
California
$824K +$150K +904 +22%
CHC
762
City Holding Co
West Virginia
$820K -$5.97K -36 -0.7%
KFI
763
Key Financial Inc
Pennsylvania
$818K – – –
EA
764
Evergreen Advisors
Tennessee
$809K +$104K +627 +15%
CJFS
765
Coulter & Justus Financial Services
Tennessee
$809K +$809K +4,873 New
FFA
766
Freedman Financial Associates
Massachusetts
$808K +$99.9K +600 +14%
AW
767
ACG Wealth
Georgia
$801K -$73K -440 -8%
WCWM
768
Willow Creek Wealth Management
California
$797K – – –
CC
769
Courier Capital
New York
$794K -$7.97K -48 -1%
TWM
770
Titus Wealth Management
California
$792K +$26.1K +157 +3%
MGIA
771
Matthew Goff Investment Advisor
Texas
$791K – – –
RPWA
772
Regent Peak Wealth Advisors
Georgia
$781K – – –
WPA
773
West Paces Advisors
Georgia
$778K -$26.2K -158 -3%
ONB
774
Old National Bancorp
Indiana
$777K +$354K +2,134 +84%
RVM
775
Robinson Value Management
Texas
$775K +$50.1K +302 +7%
29 30
31
32 33