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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 %
RIG
851
RiverFront Investment Group
Virginia
$605K – – –
RF
852
Rollins Financial
Georgia
$604K +$604K +3,640 New
AT
853
American Trust
Kentucky
$603K -$345K -2,082 -36%
PCS
854
Personal CFO Solutions
New Jersey
$602K -$156K -940 -21%
GWS
855
Glassman Wealth Services
Virginia
$602K – – –
QPWM
856
Quadrant Private Wealth Management
Pennsylvania
$599K -$899K -5,422 -60%
RCM
857
RNC Capital Management
California
$598K -$30.6M -184,390 -98%
CT
858
Cambridge Trust
Massachusetts
$596K +$211K +1,271 +55%
RSWM
859
Robertson Stephens Wealth Management
California
$593K -$373K -2,250 -39%
BCM
860
Bourgeon Capital Management
Connecticut
$586K – – –
LSPW
861
Lake Street Private Wealth
Illinois
$586K – – –
CIAS
862
Capital Investment Advisory Services
North Carolina
$581K +$26.6K +160 +5%
VC
863
Veracity Capital
Georgia
$579K – – –
Victory Capital Management
864
Victory Capital Management
Texas
$578K – – –
MCM
865
Moore Capital Management
New York
$576K +$576K +3,470 New
KA
866
Klingman & Associates
New York
$575K -$25.4K -153 -4%
PL
867
Plancorp LLC
Missouri
$575K +$350K +2,112 +156%
MWAM
868
Manhattan West Asset Management
California
$574K – – –
KF
869
Krilogy Financial
Missouri
$570K -$20.1K -121 -3%
TCWA
870
Ten Capital Wealth Advisors
Washington
$568K +$531K +3,199 +1,428%
WF
871
Welch & Forbes
Massachusetts
$567K +$169K +1,020 +43%
TC
872
Titleist Capital
Texas
$565K +$565K +3,409 New
PP
873
PrairieView Partners
Minnesota
$563K -$93.5K -563 -14%
OWA
874
One Wealth Advisors
California
$560K -$427K -2,575 -43%
BAM
875
Belpointe Asset Management
Nevada
$558K -$126K -759 -18%
33 34
35
36 37