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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 %
EA
1151
Eudaimonia Advisors
Tennessee
$250K +$250K +1,490 New
ACP
1152
Aveo Capital Partners
Colorado
$248K +$248K +1,479 New
DY
1153
Dowling & Yahnke
California
$247K -$5.38K -32 -2%
LIM
1154
Lathrop Investment Management
Arkansas
$247K +$247K +1,468 New
EFL
1155
ERn Financial LLC
Wisconsin
$247K +$247K +1,472 New
FWM
1156
Fingerlakes Wealth Management
New York
$247K +$247K +1,481 New
SNBOSD
1157
Security National Bank of So Dak
Iowa
$246K +$246K +1,465 New
RWP
1158
Ridgecrest Wealth Partners
California
$245K +$245K +1,460 New
COCM
1159
Charter Oak Capital Management
New Hampshire
$244K – – –
CA
1160
CoreCap Advisors
Michigan
$244K +$244K +1,454 New
PCI
1161
Planning Center Inc
Illinois
$244K +$244K +1,463 New
EK
1162
Evensky & Katz
Florida
$243K +$671 +4 +0.3%
TSWM
1163
Tyler-Stone Wealth Management
Ohio
$242K +$242K +1,444 New
HWM
1164
Howard Wealth Management
Connecticut
$240K -$12.5K -75 -5%
STB
1165
S&T Bank
Pennsylvania
$240K – – –
KAM
1166
KEB Asset Management
Illinois
$240K +$240K +1,430 New
RGC
1167
Roberts, Glore & Co
Illinois
$238K – – –
Betterment LLC
1168
Betterment LLC
New York
$237K -$222K -1,322 -48%
PWP
1169
Perfromance Wealth Partners
Illinois
$237K +$237K +1,414 New
MWM
1170
MorganRosel Wealth Management
Colorado
$235K – – –
FWM
1171
FFT Wealth Management
Pennsylvania
$235K – – –
NL
1172
NKCFO LLC
Illinois
$235K – – –
JGIA
1173
Jackson Grant Investment Advisers
Connecticut
$234K +$839 +5 +0.4%
CSB
1174
City State Bank
Iowa
$232K +$232K +1,382 New
NB
1175
NBT Bank
New York
$231K – – –
45 46
47
48 49