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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 %
TFGT
1026
TS Financial Group (TSFG)
Illinois
$367K -$2.35K -14 -0.6%
MCM
1027
Morton Capital Management
California
$365K +$365K +2,172 New
SWM
1028
SeaCrest Wealth Management
New York
$363K +$336 +2 +0.1%
IAG
1029
Investment Advisory Group
Massachusetts
$363K +$363K +2,191 New
VVP
1030
Venture Visionary Partners
Ohio
$362K – – –
PA
1031
PFG Advisors
Arizona
$361K +$45.5K +271 +14%
PPW
1032
Pasadena Private Wealth
California
$360K +$360K +2,145 New
RT
1033
Rockland Trust
Massachusetts
$359K – – –
GC
1034
Gibson Capital
Pennsylvania
$359K – – –
PFA
1035
Paradigm Financial Advisors
Missouri
$359K +$3.69K +22 +1%
NPF
1036
Norris Perne & French
Michigan
$358K -$50.4K -300 -12%
FSA
1037
Fort Sheridan Advisors
Illinois
$358K +$3.36K +20 +0.9%
MPW
1038
MA Private Wealth
California
$356K +$356K +2,117 New
PWW
1039
Pettyjohn Wood & White
Virginia
$353K – – –
ERWM
1040
Elk River Wealth Management
Colorado
$352K – – –
WH
1041
Willner & Heller
California
$352K +$352K +2,250 New
PCMC
1042
Private Capital Management (Colorado)
Colorado
$351K – – –
RMDI
1043
R.M. Davis Inc
Maine
$351K +$31.8K +189 +10%
MFA
1044
McClarren Financial Advisors
Pennsylvania
$349K +$2.18K +13 +0.6%
PTP
1045
Platform Technology Partners
New York
$347K – – –
BHWM
1046
Beaird Harris Wealth Management
Texas
$347K +$347K +2,066 New
VWM
1047
Vigilare Wealth Management
Arizona
$346K +$839 +5 +0.2%
FCA
1048
FinTrust Capital Advisors
South Carolina
$345K -$3.69K -22 -1%
BFM
1049
Boothbay Fund Management
New York
$344K +$344K +2,046 New
WFAG
1050
Wescott Financial Advisory Group
Pennsylvania
$343K – – –
40 41
42
43 44