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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 %
FFA
926
Fi3 Financial Advisors
Indiana
$484K – – –
TW
927
Transform Wealth
Colorado
$484K +$332 +2 +0.1%
SGCA
928
Steel Grove Capital Advisors
Tennessee
$482K -$10.4M -62,561 -96%
EWM
929
Empirical Wealth Management
Washington
$481K -$39.8K -240 -8%
RCG
930
Resource Consulting Group
Florida
$479K – – –
AFG
931
Allegheny Financial Group
Pennsylvania
$479K +$479K +2,887 New
OPW
932
Oxler Private Wealth
New York
$475K +$1.99K +12 +0.4%
BCM
933
Beaumont Capital Management
Massachusetts
$474K +$474K +2,856 New
TAM
934
Townsend Asset Management
North Carolina
$473K +$1.33K +8 +0.3%
WF
935
Warner Financial
Maryland
$473K +$2.45K +9 +0.5%
BA
936
Bristlecone Advisors
Washington
$472K -$58.1K -350 -11%
BAS
937
Brown Advisory Securities
Maryland
$471K +$166 +1 +0%
BWP
938
Bernardo Wealth Planning
Pennsylvania
$469K +$469K +2,826 New
OHWP
939
Oak Harbor Wealth Partners
North Carolina
$466K – – –
RWP
940
RWA Wealth Partners
Massachusetts
$465K -$69K -416 -13%
CCM
941
Covington Capital Management
California
$465K – – –
MC
942
Matisse Capital
Oregon
$465K +$49.8K +300 +12%
VCM
943
Vigilant Capital Management
Maine
$464K -$113K -681 -20%
IA
944
Insight Advisors
Pennsylvania
$464K -$23.1K -139 -5%
HWA
945
HCR Wealth Advisors
California
$461K – – –
LIM
946
Leavell Investment Management
Alabama
$459K +$10.8K +65 +2%
WCM
947
WealthBridge Capital Management
Ohio
$459K +$90.8K +547 +25%
WPC
948
Wedmont Private Capital
Pennsylvania
$458K +$5.99K +36 +1%
VVP
949
Venture Visionary Partners
Ohio
$456K +$97.8K +590 +27%
FC
950
Fusion Capital
South Carolina
$455K +$166 +1 +0%
36 37
38
39 40