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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
$8.82B
2
Morgan Stanley
Morgan Stanley
New York
$5.66B
3
MB
Mizuho Bank
Japan
$252M
4
BlackRock
BlackRock
New York
$1.12B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.6B

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$348M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$26.7M
3
JHU
Johns Hopkins University
Maryland
$235M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.06B
5
CA
CastleArk Alternatives
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
1201
Bay Colony Advisors
Massachusetts
$216K +$216K +1,289 New
BC
1202
Bartlett & Co
Ohio
$214K – – –
SAM
1203
S.A. Mason
Michigan
$214K – – –
HHGA
1204
Halbert Hargrove Global Advisors
California
$214K +$214K +1,276 New
BCWM
1205
Bartlett & Co Wealth Management
Ohio
$214K – – –
CWM
1206
Collaborative Wealth Management
Florida
$213K +$213K +1,266 New
BHA
1207
Beech Hill Advisors
New York
$211K +$211K +1,254 New
AA
1208
Addison Advisors
Vermont
$210K – – –
FFBTD
1209
First Financial Bank - Trust Division
Ohio
$210K +$210K +1,249 New
VST
1210
Van Strum & Towne
California
$210K +$210K +1,250 New
MPCG
1211
Matrix Private Capital Group
New York
$209K +$336 +2 +0.2%
RA
1212
Rodgers & Associates
Pennsylvania
$208K -$16.8K -100 -7%
SCM
1213
Stordahl Capital Management
Colorado
$208K +$208K +1,241 New
FM
1214
Foster & Motley
Ohio
$207K +$207K +1,230 New
ISB
1215
Iowa State Bank
Iowa
$207K +$207K +1,232 New
ETIA
1216
Epic Trust Investment Advisors
Washington
$206K +$206K +1,227 New
FAP
1217
Financial Advisory Partners
Florida
$206K +$206K +1,224 New
MTIC
1218
Missouri Trust & Investment Company
Missouri
$205K +$205K +1,222 New
BIC
1219
Beach Investment Counsel
Pennsylvania
$205K +$205K +1,223 New
BC
1220
Burney Company
Virginia
$204K +$204K +1,219 New
EWA
1221
ERTS Wealth Advisors
Michigan
$202K +$202K +1,201 New
DHFB
1222
Dixon Hubard Feinour & Brown
Virginia
$201K +$201K +1,195 New
CC
1223
Commons Capital
Massachusetts
$201K +$201K +1,199 New
JSL
1224
JT Stratford LLC
Georgia
$200K -$57K -340 -22%
CCA
1225
Column Capital Advisors
Indiana
$189K – – –
47 48
49
50 51