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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 %
NCM
1076
Noesis Capital Mangement
Florida
$312K +$312K +1,882 New
MCM
1077
Morton Capital Management
California
$311K -$50K -301 -14%
LWM
1078
Laidlaw Wealth Management
New York
$308K – – –
YIA
1079
YHB Investment Advisors
Connecticut
$308K +$16.6K +100 +6%
BWM
1080
BCS Wealth Management
Tennessee
$307K +$90.6K +546 +42%
TLFA
1081
True Link Financial Advisors
California
$307K +$247K +1,488 +409%
BO
1082
BRR OpCo
Ohio
$306K – – –
FPB
1083
First PREMIER Bank
South Dakota
$306K – – –
PPW
1084
PACK Private Wealth
Minnesota
$306K – – –
MW
1085
MBL Wealth
North Carolina
$306K +$306K +1,844 New
RW
1086
REDW Wealth
New Mexico
$303K – – –
AMBIA
1087
Allen Mooney & Barnes Investment Advisors
Georgia
$301K +$301K +1,814 New
ME
1088
McIlrath & Eck
Washington
$301K – – –
SCP
1089
Seizert Capital Partners
Michigan
$300K -$1.94M -11,660 -87%
TH
1090
TCTC Holdings
Texas
$300K +$83.1K +500 +38%
SF
1091
SBK Financial
Virginia
$299K – – –
JIP
1092
Jaffetilchin Investment Partners
Florida
$299K +$2.13K +14 +0.7%
FF
1093
FourThought Financial
Florida
$298K -$1.51M -9,076 -83%
EPM
1094
Elm Partners Management
Pennsylvania
$298K -$4.49K -27 -1%
CBFP
1095
Cedar Brook Financial Partners
Ohio
$297K +$1.16K +7 +0.4%
AFWM
1096
AMJ Financial Wealth Management
Virginia
$296K – – –
SIC
1097
Salem Investment Counselors
North Carolina
$296K – – –
CT
1098
Columbia Trust
Oregon
$296K – – –
AIP
1099
ARS Investment Partners
New York
$296K +$80.4K +484 +37%
RP
1100
Rice Partnership
Hawaii
$294K – – –
42 43
44
45 46