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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 %
MC
826
Moors & Cabot
Massachusetts
$674K -$5.71K -34 -0.8%
LWA
827
LWS Wealth Advisors
New Jersey
$674K – – –
LA
828
LVW Advisors
New York
$672K +$441K +2,627 +191%
BAM
829
Bosun Asset Management
Illinois
$672K +$672K +4,000 New
RWA
830
Redmont Wealth Advisors
Illinois
$672K +$672K +4,000 New
NL
831
Navalign LLC
California
$670K -$79.8K -475 -11%
PP
832
PrairieView Partners
Minnesota
$664K – – –
BA
833
Ballew Advisors
Mississippi
$662K +$24.9K +147 +4%
GGS
834
Galvin Gaustad & Stein
Arizona
$661K -$840 -5 -0.1%
PWP
835
Pursue Wealth Partners
California
$661K +$661K +3,936 New
SIS
836
SVB Investment Services
Utah
$660K -$83.8K -503 -11%
MFG
837
MidWestOne Financial Group
Iowa
$660K +$660K +3,929 New
IAIM
838
International Assets Investment Management
Florida
$656K +$44.1K +263 +7%
PFT
839
Providence First Trust
Arizona
$655K – – –
WB
840
Webster Bank
Connecticut
$654K +$5.71K +34 +0.9%
TI
841
Truepoint Inc
Ohio
$652K – – –
BFG
842
Berger Financial Group
Minnesota
$649K +$131K +780 +25%
BCM
843
Buckhead Capital Management
Georgia
$647K – – –
LFS
844
Lutz Financial Services
Nebraska
$642K – – –
FPCG
845
Fort Pitt Capital Group
Pennsylvania
$641K – – –
KCA
846
Karn Couzens & Associates
Connecticut
$641K – – –
BFWA
847
Benchmark Financial Wealth Advisors
Florida
$636K +$840 +5 +0.1%
WAM
848
Weatherly Asset Management
California
$635K – – –
AA
849
Aire Advisors
California
$632K +$632K +3,776 New
AFC
850
AFT Forsyth & Company
Florida
$626K -$4.37K -26 -0.7%
32 33
34
35 36