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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 %
SCM
801
Schnieders Capital Management
California
$721K – – –
TWM
802
Thrive Wealth Management
Pennsylvania
$719K +$719K +4,284 New
BFPW
803
BOK Financial Private Wealth
Colorado
$717K +$65.3K +389 +10%
FFA
804
Freedman Financial Associates
Massachusetts
$714K – – –
EA
805
Evergreen Advisors
Tennessee
$713K -$99.1K -590 -12%
GC
806
Gratus Capital
Georgia
$711K -$84.8K -505 -11%
LOPW
807
Live Oak Private Wealth
North Carolina
$710K +$10.4K +62 +1%
AT
808
Arden Trust
Delaware
$709K -$2.18K -13 -0.3%
GPA
809
Guidance Point Advisors
Massachusetts
$709K +$2.69K +16 +0.4%
FPTW
810
Franklin, Parlapiano, Turner & Welch
Texas
$703K -$12.6K -75 -2%
BC
811
Barnett & Company
Tennessee
$702K +$672K +4,005 +2,276%
Capital International Investors
812
Capital International Investors
California
$698K +$698K +4,155 New
CPO
813
Cerity Partners OCIO
New York
$692K – – –
FRA
814
Front Row Advisors
California
$692K +$24.7K +147 +4%
BAM
815
Belpointe Asset Management
Nevada
$692K +$158K +942 +30%
BFEC
816
Benjamin F. Edwards & Company
Missouri
$691K +$47.3K +282 +7%
RC
817
RegentAtlantic Capital
New Jersey
$690K +$840 +5 +0.1%
OAM
818
Occidental Asset Management
California
$687K – – –
National Bank of Canada
819
National Bank of Canada
Quebec, Canada
$686K +$686K +4,084 New
SIM
820
SSI Investment Management
California
$685K -$5.64M -33,579 -89%
CWM
821
Cornerstone Wealth Management
Missouri
$683K +$34.2K +204 +5%
PFA
822
Pure Financial Advisors
California
$681K -$5.71K -34 -0.8%
RBC
823
Roble Belko & Company
Pennsylvania
$679K – – –
CFS
824
CRA Financial Services
New Jersey
$679K +$131K +778 +24%
NWM
825
NEIRG Wealth Management
Massachusetts
$678K +$678K +4,035 New
31 32
33
34 35