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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 %
IBOK
1001
Independence Bank of Kentucky
Kentucky
$392K – – –
ST
1002
Spinnaker Trust
Maine
$392K – – –
WMA
1003
Wealth Management Associates
New Jersey
$391K -$1.85K -11 -0.5%
HP
1004
HT Partners
Connecticut
$390K – – –
CT
1005
Cambridge Trust
Massachusetts
$389K +$80.9K +482 +26%
AWM
1006
Atticus Wealth Management
Florida
$389K +$381K +2,268 +5,040%
AIC
1007
Archer Investment Corporation
Indiana
$389K +$168 +1 +0%
NAS
1008
Nicolet Advisory Services
Wisconsin
$387K -$22K -131 -5%
LAS
1009
LWM Advisory Services
Florida
$387K +$387K +2,304 New
HFS
1010
Heritage Financial Services
Massachusetts
$387K +$387K +2,306 New
BCV
1011
Banque Cantonale Vaudoise
Switzerland
$386K – – –
FA
1012
Financial Advisors
Massachusetts
$386K – – –
GC
1013
GFG Capital
Florida
$384K +$384K +2,287 New
CCP
1014
Corient Capital Partners
California
$382K -$52K -310 -12%
MFS
1015
McNamara Financial Services
Massachusetts
$382K -$11.9K -71 -3%
MWA
1016
Meridian Wealth Advisors
Texas
$382K – – –
CWM
1017
C2C Wealth Management
Arizona
$382K +$382K +2,275 New
AWM
1018
Avondale Wealth Management
Texas
$381K – – –
VWM
1019
Valley Wealth Managers
New Jersey
$376K – – –
BBPWM
1020
Blue Bell Private Wealth Management
Pennsylvania
$376K +$16.8K +100 +5%
SC
1021
Schoolcraft Capital
Colorado
$374K +$336 +2 +0.1%
WCM
1022
WealthBridge Capital Management
Ohio
$373K +$5.05K +30 +1%
Koshinski Asset Management
1023
Koshinski Asset Management
Illinois
$373K +$30.4K +181 +9%
HR
1024
Hayden Royal
North Carolina
$372K -$74.9K -446 -17%
EWA
1025
Exencial Wealth Advisors
Oklahoma
$368K +$368K +2,193 New
39 40
41
42 43