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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.

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
1
Bank of America
North Carolina
$8.82B
2
Morgan Stanley
2
Morgan Stanley
New York
$5.66B
3
MB
3
Mizuho Bank
Japan
$252M
4
BlackRock
4
BlackRock
New York
$1.12B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.6B

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$348M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$26.7M
3
JHU
3
Johns Hopkins University
Maryland
$235M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.06B
5
CA
5
CastleArk Alternatives
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
101
MAI Capital Management
Ohio
$32.1M +$955K +5,685 +3%
William Blair & Company
102
William Blair & Company
Illinois
$31.9M +$661K +3,936 +2%
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$31.9M +$4.09M +24,337 +15%
Rafferty Asset Management
104
Rafferty Asset Management
New York
$31.8M -$2.84M -16,883 -8%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$31.7M +$7.38M +43,950 +30%
RTS
106
Round Table Services
New Jersey
$31.7M +$734K +4,373 +2%
RCM
107
RNC Capital Management
California
$31.6M +$30.6M +182,315 +3,213%
ZIM
108
Zacks Investment Management
Illinois
$30.7M +$30.2M +179,795 +6,058%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$30.4M -$2.34M -13,938 -7%
UCFA
110
United Capital Financial Advisors
Texas
$29.8M +$1.82M +10,817 +6%
PFBT
111
Parkside Financial Bank & Trust
Missouri
$29.6M -$3.96M -23,607 -12%
OAM
112
Oppenheimer Asset Management
New York
$29.1M +$17.8M +106,146 +159%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$28.8M -$144K -856 -0.5%
FCBT
114
First Citizens Bank & Trust
North Carolina
$28.7M +$10.4M +61,704 +56%
EB
115
Eastern Bank
Massachusetts
$28.4M +$1.32M +7,863 +5%
BPWM
116
Badgley Phelps Wealth Managers
Washington
$28M +$4.13M +24,568 +17%
TC
117
Telemus Capital
Michigan
$27.9M +$76.6K +456 +0.3%
Kayne Anderson Rudnick Investment Management
118
Kayne Anderson Rudnick Investment Management
California
$27.6M +$21.3M +126,852 +336%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$27.5M +$2.6M +15,455 +10%
RWG
120
Regal Wealth Group
California
$27.1M +$2.78M +16,530 +11%
JE
121
JMAC Enterprises
Pennsylvania
$27.1M +$27.1M +163,458 New
PFP
122
Pinnacle Financial Partners
Tennessee
$26.8M +$148K +881 +0.6%
CI Investments Inc
123
CI Investments Inc
Ontario, Canada
$26.7M -$194M -1,153,724 -88%
Allspring Global Investments
124
Allspring Global Investments
North Carolina
$26.2M +$26.2M +156,069 New
PWM
125
Paulson Wealth Management
Illinois
$26.1M +$535K +3,186 +2%
3 4
5
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