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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 %
AIC
1001
Archer Investment Corporation
Indiana
$383K – – –
HFS
1002
Heritage Financial Services
Massachusetts
$382K – – –
BCV
1003
Banque Cantonale Vaudoise
Switzerland
$382K – – –
FA
1004
Financial Advisors
Massachusetts
$381K – – –
PPW
1005
Pinnacle Private Wealth
Massachusetts
$380K +$68.8K +415 +22%
OBWP
1006
O'Brien Wealth Partners
Massachusetts
$380K +$380K +2,478 New
WH
1007
Willner & Heller
California
$379K +$1.68K +10 +0.4%
CCP
1008
Corient Capital Partners
California
$378K – – –
AWM
1009
Avondale Wealth Management
Texas
$377K – – –
TFGT
1010
TS Financial Group (TSFG)
Illinois
$372K +$9.47K +57 +3%
PP
1011
PDS Planning
Ohio
$372K +$66K +398 +22%
JFA
1012
JNBA Financial Advisors
Minnesota
$371K -$20.2K -122 -5%
BBPWM
1013
Blue Bell Private Wealth Management
Pennsylvania
$371K – – –
SA
1014
Sicart Associates
New York
$370K -$61.4K -370 -14%
MFS
1015
McNamara Financial Services
Massachusetts
$370K -$6.8K -41 -2%
WTFG
1016
Wells Trecaso Financial Group
Ohio
$370K +$35.8K +216 +11%
SC
1017
Schoolcraft Capital
Colorado
$370K +$166 +1 +0%
Koshinski Asset Management
1018
Koshinski Asset Management
Illinois
$369K +$332 +2 +0.1%
WMA
1019
Wealth Management Associates
New Jersey
$368K -$18.1K -109 -5%
GAG
1020
Goodman Advisory Group
Massachusetts
$367K -$4.84M -29,161 -93%
NAS
1021
Nicolet Advisory Services
Wisconsin
$366K -$18.7K -112 -5%
LB
1022
Leo Brokerage
Texas
$365K +$365K +2,204 New
LNWWM
1023
Laird Norton Wetherby Wealth Management
California
$364K +$28.6K +172 +9%
S
1024
Surevest
California
$362K -$68.2K -411 -16%
CIM
1025
Confluence Investment Management
Missouri
$361K -$2.33M -14,027 -87%
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