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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 %
YIA
1101
YHB Investment Advisors
Connecticut
$294K -$59.9K -357 -17%
MWP
1102
Madison Wealth Partners
Wisconsin
$291K – – –
WF
1103
Warner Financial
Maryland
$291K +$291K +1,732 New
AWAP
1104
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$290K +$29.5K +176 +11%
SSW
1105
Stone Summit Wealth
Florida
$290K +$290K +1,735 New
RWM
1106
Rockwood Wealth Management
Pennsylvania
$289K +$289K +1,718 New
SPP
1107
Single Point Partners
Massachusetts
$287K +$287K +1,707 New
MWM
1108
Merriman Wealth Management
Washington
$284K -$15.8K -94 -5%
MCM
1109
Monument Capital Management
Virginia
$283K – – –
VPIM
1110
Vanguard Personalized Indexing Management
California
$283K +$283K +1,688 New
SWM
1111
Stockman Wealth Management
Montana
$281K – – –
MWM
1112
Madison Wealth Management
Ohio
$281K +$7.56K +45 +3%
MAWCM
1113
Mine & Arao Wealth Creation & Management
California
$280K – – –
CT
1114
Columbia Trust
Oregon
$280K – – –
BA
1115
Bridge Advisory
California
$280K +$673 +4 +0.2%
IFA
1116
Index Fund Advisors
California
$280K +$280K +1,667 New
APC
1117
Aspire Private Capital
North Carolina
$279K – – –
DHGWA
1118
Dixon Hughes Goodman Wealth Advisors
North Carolina
$278K +$278K +1,656 New
WA
1119
Wealth Architects
California
$276K -$336 -2 -0.1%
BSA
1120
Braun Stacey Associates
New York
$276K +$3.02K +18 +1%
SAM
1121
SignalPoint Asset Management
Missouri
$276K +$276K +1,644 New
FAT
1122
First American Trust
California
$275K -$10.6K -63 -4%
RDFA
1123
Ritter Daniher Financial Advisory
Ohio
$275K -$10.1K -60 -4%
CSIC
1124
Clifford Swan Investment Counsel
California
$275K – – –
GFS
1125
GYL Financial Synergies
Connecticut
$274K – – –
43 44
45
46 47