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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,340 hedge funds and large institutions have $40.4B invested in iShares Russell 1000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 493 increasing their positions, 450 reducing their positions, and 105 closing their positions.

Holders
1,340
Holders Change
-32
Holders Change %
-2.33%
% of All Funds
22.66%
Holding in Top 10
114
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.7%
% of All Funds
1.93%
New
91
Increased
493
Reduced
450
Closed
105
Calls
$96M
Puts
$14.9M
Net Calls
+$81.1M
Net Calls Change
+$279M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.35B
2
M&T Bank
2
M&T Bank
New York
$423M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$111M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$339M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.05B

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$16M
2
APF
2
Alaska Permanent Fund
Alaska
$415M
3
FM
3
Forward Management
California
$0
4
Wells Fargo
4
Wells Fargo
California
$741M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.1B
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$29.2M 201,478 -44,406 -18%
MGIA
102
Moneta Group Investment Advisors
Missouri
$28.6M 197,061 +77,824 +65%
UCFA
103
United Capital Financial Advisors
Texas
$28.1M 194,026 +2,662 +1%
LFWA
104
LBJ Family Wealth Advisors
Texas
$28.1M 194,018 -1,359 -0.7%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$27.9M 192,423 -15,342 -7%
William Blair & Company
106
William Blair & Company
Illinois
$27.5M 189,697 +1,048 +0.6%
Allianz Asset Management
107
Allianz Asset Management
Germany
$26.9M 185,850 +1,570 +0.9%
TC
108
Telemus Capital
Michigan
$26.9M 185,385 +14,106 +8%
ECG
109
Edge Capital Group
Georgia
$26.8M 184,910 +23,099 +14%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$26M 177,331 +8,702 +5%
MWM
111
Modera Wealth Management
New Jersey
$25.9M 178,601 +52,560 +42%
NYLIM
112
New York Life Investment Management
New York
$25.7M 177,026 +15,283 +9%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$25.6M 176,755 +1,557 +0.9%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$25.2M 173,927 -7,864 -4%
IUHSA
115
Itau Unibanco Holding S.A.
Brazil
$25.2M 173,551 +164,536 +1,825%
CS
116
Credit Suisse
Switzerland
$25.1M 173,277 +116,787 +207%
BCI
117
Brinker Capital Investments
Pennsylvania
$24.7M 170,714 -77,023 -31%
PWM
118
Paulson Wealth Management
Illinois
$24.6M 169,677 +3,727 +2%
PFM
119
Parsec Financial Management
North Carolina
$24.3M 167,951 +5,080 +3%
JE
120
JMAC Enterprises
Pennsylvania
$24.1M 166,520 +4,025 +2%
FA
121
FDx Advisors
Illinois
$24M 165,621 +4,361 +3%
TRCT
122
Tower Research Capital (TRC)
New York
$23.4M 161,690 +161,690 New
RWG
123
Regal Wealth Group
California
$23.4M 161,380 -1,381 -0.8%
AF
124
Affiance Financial
Minnesota
$22.6M 156,184 +73,209 +88%
CA
125
Cetera Advisors
Colorado
$22.4M 154,646 +17,926 +13%
3 4
5
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