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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 %
BWL
801
Bogart Wealth LLC
Virginia
$717K – – –
SCM
802
Schnieders Capital Management
California
$712K -$830 -5 -0.1%
LOPW
803
Live Oak Private Wealth
North Carolina
$711K +$8.63K +52 +1%
MMA
804
Miracle Mile Advisors
California
$707K -$580K -3,495 -45%
GPA
805
Guidance Point Advisors
Massachusetts
$703K +$2.49K +15 +0.4%
TWM
806
Thrive Wealth Management
Pennsylvania
$702K -$8.63K -52 -1%
AT
807
Arden Trust
Delaware
$701K – – –
BFPW
808
BOK Financial Private Wealth
Colorado
$693K -$15.9K -96 -2%
FFC
809
First Financial Corp
Indiana
$692K +$112K +672 +19%
FRA
810
Front Row Advisors
California
$690K +$6.14K +37 +0.9%
DIA
811
Dana Investment Advisors
Wisconsin
$689K -$80.6K -486 -10%
AA
812
Aire Advisors
California
$688K +$60.9K +367 +10%
CPO
813
Cerity Partners OCIO
New York
$684K – – –
HWM
814
Hemington Wealth Management
Virginia
$684K +$56.1K +338 +9%
FPTW
815
Franklin, Parlapiano, Turner & Welch
Texas
$683K -$12.5K -75 -2%
Charles Schwab
816
Charles Schwab
California
$681K +$183K +1,100 +37%
BFEC
817
Benjamin F. Edwards & Company
Missouri
$679K -$3.98K -24 -0.6%
OAM
818
Occidental Asset Management
California
$679K – – –
SIM
819
SSI Investment Management
California
$676K – – –
RBC
820
Roble Belko & Company
Pennsylvania
$672K – – –
NWM
821
NEIRG Wealth Management
Massachusetts
$671K +$1.33K +8 +0.2%
PAG
822
Paladin Advisory Group
Iowa
$667K +$667K +4,007 New
LWA
823
LWS Wealth Advisors
New Jersey
$665K -$829 -5 -0.1%
BAM
824
Bosun Asset Management
Illinois
$664K – – –
RWA
825
Redmont Wealth Advisors
Illinois
$664K – – –
31 32
33
34 35