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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 %
MCA
901
Magnolia Capital Advisors
Mississippi
$510K -$492K -2,964 -49%
FC
902
Ferris Capital
Massachusetts
$510K -$46K -277 -8%
NWM
903
Northwest Wealth Management
Iowa
$510K -$7.63K -46 -1%
HGERS
904
Householder Group Estate & Retirement Specialist
Arizona
$510K +$1.33K +8 +0.3%
MPWT
905
MassMutual Private Wealth & Trust
Connecticut
$509K -$14.1K -85 -3%
SFG
906
Sovereign Financial Group
Connecticut
$506K +$10.5K +63 +2%
SW
907
SteelPeak Wealth
California
$506K +$17K +102 +3%
EWP
908
Engrave Wealth Partners
Texas
$505K – – –
WP
909
WealthPLAN Partners
Nebraska
$503K – – –
WIM
910
WealthPlan Investment Management
Nebraska
$503K +$503K +3,215 New
FPCG
911
Fort Pitt Capital Group
Pennsylvania
$502K -$131K -791 -21%
SHGA
912
Sand Hill Global Advisors
California
$501K -$37.2K -224 -7%
FSA
913
Financial Services Advisory
Maryland
$501K +$996 +6 +0.2%
LTL
914
Lowery Thomas LLC
California
$498K +$2.16K +13 +0.4%
MSAM
915
Moloney Securities Asset Management
Missouri
$492K -$8.46K -51 -2%
BWA
916
BDO Wealth Advisors
Florida
$492K +$20.1K +121 +4%
AIM
917
Arcadia Investment Management
Michigan
$490K -$418K -2,520 -46%
VAS
918
Vestmark Advisory Solutions
Massachusetts
$489K -$2.04M -12,321 -81%
PG
919
Patten Group
Tennessee
$489K +$16.1K +97 +3%
TSWM
920
Triangle Securities Wealth Management
North Carolina
$488K -$664 -4 -0.1%
BFA
921
Bragg Financial Advisors
North Carolina
$487K +$50.6K +305 +12%
NL
922
Navalign LLC
California
$486K -$147K -927 -23%
SCP
923
Syntal Capital Partners
Texas
$485K -$780K -4,707 -62%
FPOC
924
Financial Planners of Cleveland
Ohio
$485K -$567K -3,416 -54%
FC
925
Forte Capital
New York
$485K – – –
35 36
37
38 39