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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 %
TSWM
926
Triangle Securities Wealth Management
North Carolina
$494K – – –
SW
927
SteelPeak Wealth
California
$494K +$76.5K +456 +18%
IA
928
Insight Advisors
Pennsylvania
$493K – – –
FFA
929
Fi3 Financial Advisors
Indiana
$490K +$50.4K +300 +11%
TW
930
Transform Wealth
Colorado
$489K -$19.5K -116 -4%
FC
931
Forte Capital
New York
$485K -$2.52K -15 -0.5%
OFA
932
Oak Family Advisors
Illinois
$485K +$39.8K +237 +9%
RCG
933
Resource Consulting Group
Florida
$484K +$484K +2,885 New
RIA
934
Regal Investment Advisors
Michigan
$481K +$126K +753 +36%
HF
935
HRT Financial
New York
$480K -$194K -1,156 -29%
PG
936
Patten Group
Tennessee
$479K -$88K -524 -16%
OPW
937
Oxler Private Wealth
New York
$479K +$2.01K +12 +0.4%
BWA
938
BDO Wealth Advisors
Florida
$478K +$426K +2,535 +815%
TAM
939
Townsend Asset Management
North Carolina
$477K +$2.69K +16 +0.6%
BAS
940
Brown Advisory Securities
Maryland
$476K -$158K -940 -25%
ESB
941
Essex Savings Bank
Connecticut
$476K +$69.1K +412 +17%
FNT
942
First National Trust
Pennsylvania
$475K – – –
OHWP
943
Oak Harbor Wealth Partners
North Carolina
$471K +$471K +2,805 New
CCM
944
Covington Capital Management
California
$470K -$57.8K -344 -11%
HWA
945
HCR Wealth Advisors
California
$466K -$77.7K -463 -14%
WPC
946
Wedmont Private Capital
Pennsylvania
$461K +$461K +2,715 New
FC
947
Fusion Capital
South Carolina
$460K +$504 +3 +0.1%
APW
948
Acima Private Wealth
Virginia
$457K – – –
ICG
949
InterOcean Capital Group
Tennessee
$456K – – –
LIM
950
Leavell Investment Management
Alabama
$453K -$2.52K -15 -0.6%
36 37
38
39 40