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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 %
EWM
901
Empirical Wealth Management
Washington
$527K +$86.9K +517 +20%
WLPWM
902
Walled Lake Planning & Wealth Management
Illinois
$526K -$2.18K -13 -0.4%
NWM
903
Northwest Wealth Management
Iowa
$524K +$524K +3,120 New
EBA
904
Eagle Bay Advisors
New York
$523K +$523K +3,115 New
KIA
905
KCM Investment Advisors
California
$522K -$4.87K -29 -0.9%
BLC
906
Brown, Lisle/Cummings
Rhode Island
$521K +$521K +3,103 New
FIM
907
Fernwood Investment Management
Massachusetts
$520K – – –
HWM
908
Hemington Wealth Management
Virginia
$517K -$53.3K -390 -9%
EWM
909
Evermay Wealth Management
Virginia
$516K -$83.9K -500 -14%
HGERS
910
Householder Group Estate & Retirement Specialist
Arizona
$515K +$515K +3,065 New
EWP
911
Engrave Wealth Partners
Texas
$511K – – –
TA
912
TrueWealth Advisors
Alabama
$511K +$72.6K +433 +17%
Fiera Capital (Canada)
913
Fiera Capital (Canada)
Quebec, Canada
$508K -$4.7K -28 -0.9%
MSAM
914
Moloney Securities Asset Management
Missouri
$507K +$1.01K +6 +0.2%
FSA
915
Financial Services Advisory
Maryland
$506K -$7.73K -46 -2%
PWAG
916
Polaris Wealth Advisory Group
California
$505K +$505K +3,005 New
Charles Schwab
917
Charles Schwab
California
$504K -$33.6K -200 -6%
IAA
918
Independent Advisor Alliance
North Carolina
$504K +$110K +654 +28%
BCM
919
Bluefin Capital Management
New York
$504K +$504K +3,000 New
BFA
920
Beaumont Financial Advisors
Massachusetts
$502K +$79.7K +475 +19%
LTL
921
Lowery Thomas LLC
California
$502K +$502K +2,987 New
SFG
922
Sovereign Financial Group
Connecticut
$501K +$501K +2,985 New
NCM
923
Narwhal Capital Management
Georgia
$499K – – –
IA
924
IFG Advisory
Georgia
$497K +$65.9K +393 +15%
SFA
925
Source Financial Advisors
New York
$497K +$497K +2,958 New
35 36
37
38 39