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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 %
BFM
1426
Boothbay Fund Management
New York
– -$344K -2,046 Closed
WA
1427
Wealth Alliance
New York
– -$321K -1,911 Closed
AWM
1428
Alterna Wealth Management
Texas
– -$312K -1,855 Closed
CCM
1429
Cullen Capital Management
New York
– -$254K -1,515 Closed
EFL
1430
ERn Financial LLC
Wisconsin
– -$247K -1,472 Closed
SNBOSD
1431
Security National Bank of So Dak
Iowa
– -$246K -1,465 Closed
LA
1432
LexAurum Advisors
Kansas
– -$229K -1,362 Closed
RRAM
1433
River Road Asset Management
Kentucky
– -$227K -1,350 Closed
KMWM
1434
Keudell/Morrison Wealth Management
Oregon
– -$221K -1,316 Closed
DWM
1435
Destination Wealth Management
California
– -$218K -1,301 Closed
LWAM
1436
Legacy Wealth Asset Management
Minnesota
– -$216K -1,285 Closed
VST
1437
Van Strum & Towne
California
– -$210K -1,250 Closed
FFBTD
1438
First Financial Bank - Trust Division
Ohio
– -$210K -1,249 Closed
RA
1439
Rodgers & Associates
Pennsylvania
– -$208K -1,241 Closed
ETIA
1440
Epic Trust Investment Advisors
Washington
– -$206K -1,227 Closed
BC
1441
Burney Company
Virginia
– -$204K -1,219 Closed
EWA
1442
ERTS Wealth Advisors
Michigan
– -$202K -1,201 Closed
JSL
1443
JT Stratford LLC
Georgia
– -$200K -1,192 Closed
GKWIM
1444
Gerber Kawasaki Wealth & Investment Management
California
– -$250K -1,126 Closed
MFT
1445
Moisand Fitzgerald Tamayo
Florida
– -$158K -943 Closed
TCOV
1446
Trust Company of Vermont
Vermont
– -$105K -625 Closed
TCM
1447
TD Capital Management
Tennessee
– -$76K -454 Closed
SFPG
1448
Stonebridge Financial Planning Group
Florida
– -$63K -391 Closed
UFF
1449
USA Financial Formulas
Michigan
– -$56K -335 Closed
CSWM
1450
Cassady Schiller Wealth Management
Ohio
– -$47K -280 Closed
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