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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 %
GT
776
Greenleaf Trust
Michigan
$774K +$23.2K +140 +3%
MWP
777
MYCIO Wealth Partners
Pennsylvania
$772K +$2.32K +14 +0.3%
National Bank of Canada
778
National Bank of Canada
Quebec, Canada
$768K +$90K +542 +13%
WP
779
WMS Partners
Maryland
$767K +$767K +4,619 New
OLA
780
Oliver Luxxe Assets
New Jersey
$761K -$8.8K -53 -1%
CCM
781
Coldstream Capital Management
Washington
$759K -$169K -1,018 -18%
PGWM
782
Parisi Gray Wealth Management
New Jersey
$759K +$36.2K +218 +5%
YWP
783
YorkBridge Wealth Partners
New York
$755K +$16.8K +101 +2%
CFS
784
CRA Financial Services
New Jersey
$751K +$80.3K +484 +12%
FMTC
785
Farmers & Merchants Trust Company
California
$750K -$397K -2,394 -35%
TFS
786
TrustCore Financial Services
Tennessee
$748K +$345K +2,079 +86%
AWS
787
AJ Wealth Strategies
New York
$747K -$241K -1,452 -24%
GC
788
Gratus Capital
Georgia
$745K +$42.2K +254 +6%
GA
789
Greenspring Advisors
Maryland
$744K +$5.31K +32 +0.7%
PWMAG
790
Pinnacle Wealth Management Advisory Group
New Jersey
$741K -$47.8K -288 -6%
JF
791
JSF Financial
California
$740K -$128K -772 -15%
BWA
792
Bordeaux Wealth Advisors
California
$740K – – –
PAM
793
Palisade Asset Management
Minnesota
$739K -$3.32K -20 -0.4%
SB
794
Sunflower Bank
Texas
$738K -$28.5K -172 -4%
PCA
795
Personal Capital Advisors
California
$737K -$11.8K -71 -2%
MCA
796
MSH Capital Advisors
Arizona
$736K +$736K +4,434 New
PCM
797
Pointe Capital Management
Michigan
$735K -$31.4K -189 -4%
BS
798
Boenning & Scattergood
Pennsylvania
$725K +$167K +1,004 +30%
Wolverine Trading
799
Wolverine Trading
Illinois
$723K +$723K +4,295 New
CIP
800
Capital Insight Partners
Arizona
$717K – – –
30 31
32
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