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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,340 hedge funds and large institutions have $40.4B invested in iShares Russell 1000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 493 increasing their positions, 450 reducing their positions, and 105 closing their positions.

Holders
1,340
Holders Change
-32
Holders Change %
-2.33%
% of All Funds
22.66%
Holding in Top 10
114
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.7%
% of All Funds
1.93%
New
91
Increased
493
Reduced
450
Closed
105
Calls
$96M
Puts
$14.9M
Net Calls
+$81.1M
Net Calls Change
+$279M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.35B
2
M&T Bank
2
M&T Bank
New York
$423M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$111M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$339M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.05B

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$16M
2
APF
2
Alaska Permanent Fund
Alaska
$415M
3
FM
3
Forward Management
California
$0
4
Wells Fargo
4
Wells Fargo
California
$741M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.1B
Name Market Value Shares Shares
Change 		Shares
Change %
PFO
76
Pathstone Family Office
New Jersey
$45.9M 316,883 +210,542 +198%
AIA
77
Alera Investment Advisors
Illinois
$45.4M 313,013 -6,256 -2%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$42.4M 292,660 -33,074 -10%
FBFS
79
First Business Financial Services
Wisconsin
$41.5M 286,078 -10,815 -4%
FHA
80
First Horizon Advisors
Tennessee
$39.9M 275,177 +58,873 +27%
BGIM
81
Brandywine Global Investment Management
Pennsylvania
$39.2M 270,134 -86,342 -24%
CFB
82
Cullen/Frost Bankers
Texas
$38.7M 267,202 -7,287 -3%
EB
83
Eastern Bank
Massachusetts
$38.1M 263,069 +62,776 +31%
RFC
84
Regions Financial Corp
Alabama
$37.6M 259,284 +1,558 +0.6%
GM
85
Granger Management
New York
$37.3M 257,349 – –
KAS
86
Kestra Advisory Services
Texas
$37M 255,352 +4,393 +2%
WRTC
87
Wind River Trust Company
Wyoming
$36.7M 253,335 -10,228 -4%
MML Investors Services
88
MML Investors Services
Massachusetts
$35.4M 244,393 +26,120 +12%
NFG
89
Nadler Financial Group
Illinois
$34.9M 240,974 -1,952 -0.8%
TPWA
90
TRUE Private Wealth Advisors
Oregon
$33.9M 234,105 +1,089 +0.5%
SG
91
StoneX Group
New York
$32.2M 222,020 +11,813 +6%
NA
92
NewEdge Advisors
Louisiana
$32M 220,909 +30,883 +16%
RTS
93
Round Table Services
New Jersey
$31.9M 220,189 -1,074 -0.5%
SPIA
94
Steward Partners Investment Advisory
New York
$31.7M 218,951 -4,185 -2%
KeyBank National Association
95
KeyBank National Association
Ohio
$31.4M 216,782 +3,899 +2%
VIA
96
Vantagepoint Investment Advisers
District of Columbia
$31.4M 216,300 +216,300 New
FAM
97
Flaharty Asset Management
Florida
$30.7M 212,076 +828 +0.4%
SEI Investments
98
SEI Investments
Pennsylvania
$30.7M 211,757 +30,437 +17%
CFM
99
Comprehensive Financial Management
California
$30.5M 210,233 – –
MCM
100
MAI Capital Management
Ohio
$30.3M 208,944 +8,526 +4%
2 3
4
5 6