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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 %
NF
1051
NTB Financial
Colorado
$331K – – –
CAI
1052
Capital Advisors Inc
Oklahoma
$331K +$331K +1,992 New
IWA
1053
Inspirion Wealth Advisors
Illinois
$330K -$1.33K -8 -0.4%
SEEDPG
1054
S.E.E.D. Planning Group
New York
$329K -$229K -1,378 -41%
BA
1055
Bridgewater Advisors
New York
$324K – – –
CWA
1056
Consilium Wealth Advisory
Texas
$323K – – –
NRI
1057
NFP Retirement Inc
California
$322K +$322K +1,940 New
PP
1058
Palladium Partners
Virginia
$322K – – –
FCMT
1059
Founders Capital Management (Texas)
Texas
$320K – – –
MOS
1060
MGO One Seven
Ohio
$320K – – –
CCM
1061
Canal Capital Management
Virginia
$320K +$1.16K +7 +0.4%
OWM
1062
Orgel Wealth Management
Wisconsin
$318K – – –
CF
1063
Clarity Financial
Texas
$318K +$318K +1,916 New
WCFA
1064
Walkner Condon Financial Advisors
Wisconsin
$317K – – –
TIA
1065
Traphagen Investment Advisors
New Jersey
$317K +$317K +1,908 New
DHGWA
1066
Dixon Hughes Goodman Wealth Advisors
North Carolina
$316K +$40.7K +245 +15%
MRCM
1067
M&R Capital Management
New Jersey
$315K -$7.8K -47 -2%
GLA
1068
Good Life Advisors
Pennsylvania
$314K -$5.15K -31 -2%
SWM
1069
Shelton Wealth Management
Texas
$314K -$2.66K -16 -0.8%
AWAP
1070
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$314K +$27.1K +163 +9%
CIC
1071
Cornercap Investment Counsel
Georgia
$314K +$314K +1,889 New
MCCP
1072
Mission Creek Capital Partners
California
$313K +$166 +1 +0.1%
NFSG
1073
Newbridge Financial Services Group
Florida
$313K +$18.9K +114 +6%
RFA
1074
Resurgent Financial Advisors
Georgia
$313K +$313K +1,885 New
AMC
1075
Asset Management Corp
Illinois
$312K – – –
41 42
43
44 45