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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 %
AIS
976
American Investment Services
Massachusetts
$420K – – –
3LCM
977
3D/L Capital Management
Connecticut
$419K -$11.3K -68 -3%
OIM
978
Oder Investment Management
California
$419K – – –
AWMG
979
Alliance Wealth Management Group
New Jersey
$417K – – –
AWM
980
AAF Wealth Management
Massachusetts
$416K +$830 +5 +0.2%
RDWM
981
Red Door Wealth Management
Tennessee
$416K – – –
TCA
982
Transcend Capital Advisors
New Jersey
$415K -$5.64K -34 -1%
LAM
983
Lyrical Asset Management
New York
$413K -$18.2M -109,598 -98%
CFP
984
Curran Financial Partners
South Carolina
$413K -$2.49K -15 -0.6%
TIM
985
Tortoise Investment Management
New York
$412K – – –
IP
986
Ignite Planners
California
$411K +$411K +2,540 New
RMC
987
Regis Management Company
California
$407K – – –
JC
988
Jentner Corp
Ohio
$406K -$21.9K -132 -5%
ACM
989
Advisors Capital Management
New Jersey
$404K +$404K +2,431 New
FHA
990
Flagship Harbor Advisors
Massachusetts
$403K -$2.25M -13,572 -85%
CPIA
991
Cornell Pochily Investment Advisors
New York
$403K – – –
ST
992
Spinnaker Trust
Maine
$399K +$11.3K +68 +3%
KWM
993
Keebeck Wealth Management
Illinois
$396K – – –
ESB
994
Essex Savings Bank
Connecticut
$392K -$79K -476 -17%
EVC
995
Eidelman Virant Capital
Missouri
$391K -$2.65K -16 -0.7%
UWM
996
USAdvisors Wealth Management
Minnesota
$391K +$665 +4 +0.2%
EWA
997
EverSource Wealth Advisors
Alabama
$389K +$498 +3 +0.1%
MWA
998
Meridian Wealth Advisors
Texas
$389K +$11.6K +70 +3%
HP
999
HT Partners
Connecticut
$385K – – –
CWM
1000
C2C Wealth Management
Arizona
$383K – – –
38 39
40
41 42