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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,372 hedge funds and large institutions have $46B invested in iShares Russell 1000 Value ETF in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 498 increasing their positions, 466 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,372
Holders Change
-7
Holders Change %
-0.51%
% of All Funds
21.71%
Holding in Top 10
111
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.72%
% of All Funds
1.76%
New
110
Increased
498
Reduced
466
Closed
94
Calls
$46.1M
Puts
$244M
Net Calls
-$198M
Net Calls Change
-$208M

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$670M
2
American Century Companies
2
American Century Companies
Missouri
$443M
3
UMC
3
UNC Management Company
North Carolina
$300M
4
FM
4
Forward Management
California
$118M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.51B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.1B
2
Bank of America
2
Bank of America
North Carolina
$8.23B
3
BlackRock
3
BlackRock
New York
$650M
4
MB
4
Mizuho Bank
Japan
$0
5
Wells Fargo
5
Wells Fargo
California
$966M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
1351
Capital Analysts LLC
Pennsylvania
$7K – – –
TVWM
1352
Tower View Wealth Management
Wisconsin
$7K – – –
CA
1353
Crewe Advisors
Utah
$6K – – –
FCT
1354
First Community Trust
Iowa
$6K – – –
NF
1355
Norwood Financial
Pennsylvania
$5K – – –
T
1356
TCWP
Ohio
$5K +$5K +36 New
AA
1357
AlphaMark Advisors
Kentucky
$4K -$40.8K -255 -91%
LPP
1358
Life Planning Partners
Florida
$4K – – –
CFN
1359
Cordasco Financial Network
Florida
$4K – – –
IHWM
1360
Iron Horse Wealth Management
Iowa
$4K – – –
CA
1361
Centerpoint Advisors
Massachusetts
$4K – – –
TCM
1362
Tradewinds Capital Management
Washington
$4K – – –
4FG
1363
4Thought Financial Group
New York
$4K +$4K +23 New
JGCM
1364
Joseph Group Capital Management
Ohio
$4K +$4K +27 New
TFA
1365
Toth Financial Advisory
Virginia
$3K -$8.55K -57 -74%
M1FG
1366
Mach-1 Financial Group
Arkansas
$3K – – –
ACK
1367
Andrew C. Karlinski
$3K – – –
PCFFS
1368
Pacific Center for Financial Services
California
$2K – – –
AFS
1369
Annapolis Financial Services
Maryland
$1K – – –
SIS
1370
Sound Income Strategies
Florida
$1K – – –
LWMNY
1371
Landmark Wealth Management (New York)
New York
$642 +$642 +642 New
Macquarie Group
1372
Macquarie Group
Australia
$483 -$6.51K -39,166 -93%
SLWS
1373
Swaine & Leidel Wealth Services
Florida
$338 +$338 +338 New
WIM
1374
Westside Investment Management
California
$66 – – –
MB
1375
Mizuho Bank
Japan
– -$252M -1,500,000 Closed
53 54
55
56 57