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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 %
CWM
826
Cornerstone Wealth Management
Missouri
$662K -$14.8K -89 -2%
MC
827
Moors & Cabot
Massachusetts
$662K -$3.82K -23 -0.6%
CWM
828
Calamos Wealth Management
Illinois
$658K -$61.9K -373 -9%
SIS
829
SVB Investment Services
Utah
$657K -$166 -1 -0%
PWP
830
Pursue Wealth Partners
California
$654K – – –
MFG
831
MidWestOne Financial Group
Iowa
$652K – – –
BA
832
Ballew Advisors
Mississippi
$649K +$166 +1 +0%
PFT
833
Providence First Trust
Arizona
$647K – – –
TI
834
Truepoint Inc
Ohio
$644K – – –
IBOK
835
Independence Bank of Kentucky
Kentucky
$644K +$257K +1,547 +66%
BFG
836
Berger Financial Group
Minnesota
$641K – – –
GGS
837
Galvin Gaustad & Stein
Arizona
$640K -$12.6K -76 -2%
BCM
838
Buckhead Capital Management
Georgia
$639K – – –
LFS
839
Lutz Financial Services
Nebraska
$635K – – –
KCA
840
Karn Couzens & Associates
Connecticut
$633K – – –
BFWA
841
Benchmark Financial Wealth Advisors
Florida
$631K +$2.49K +15 +0.4%
WAM
842
Weatherly Asset Management
California
$627K – – –
EIP
843
Ellis Investment Partners
Pennsylvania
$623K +$7.63K +46 +1%
ECM
844
Evergreen Capital Management
Washington
$622K +$21.1K +127 +4%
AFC
845
AFT Forsyth & Company
Florida
$619K +$829 +5 +0.1%
WIC
846
Woodmont Investment Counsel
Tennessee
$618K -$178K -1,076 -22%
KIA
847
KCM Investment Advisors
California
$612K +$95.8K +577 +19%
FGG
848
Financial Guidance Group
Florida
$611K +$611K +3,683 New
IFWM
849
Institute for Wealth Management
Colorado
$607K +$51.4K +310 +9%
IA
850
IFG Advisory
Georgia
$606K +$115K +691 +23%
32 33
34
35 36