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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
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 %
CAM
126
Crestone Asset Management
Colorado
$25.6M +$767K +4,568 +3%
MAM
127
Meeder Asset Management
Ohio
$25.6M +$1.93M +11,509 +8%
TPCW
128
TD Private Client Wealth
New York
$25.4M +$9.04M +53,811 +55%
NA
129
NewEdge Advisors
Louisiana
$25.2M +$7.54M +44,892 +43%
TAIM
130
TD Ameritrade Investment Management
Nebraska
$25.2M -$3.29M -19,616 -12%
PFM
131
Parsec Financial Management
North Carolina
$25.1M +$691K +4,116 +3%
Citadel Advisors
132
Citadel Advisors
Florida
$24.4M +$22.7M +134,925 +1,280%
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$24.1M +$23.3M +138,667 +2,930%
MWM
134
Modera Wealth Management
New Jersey
$22.4M +$4.03M +23,986 +22%
BCI
135
Brinker Capital Investments
Pennsylvania
$22M +$11.8M +70,309 +116%
IIC
136
Integrated Investment Consultants
Michigan
$21.9M -$1.84M -10,958 -8%
AC
137
AWM Capital
Arizona
$21.6M +$1.85K +11 +0%
Massachusetts Financial Services
138
Massachusetts Financial Services
Massachusetts
$21.4M +$14.2M +84,408 +197%
GSAM
139
Grant Street Asset Management
Pennsylvania
$21.2M +$599K +3,566 +3%
Jane Street
140
Jane Street
New York
$20.9M +$20.9M +124,316 New
CAL
141
Capital Advisors Ltd
Ohio
$20.9M +$206K +1,228 +1%
MGIA
142
Moneta Group Investment Advisors
Missouri
$20.7M +$4.15M +24,738 +25%
ANTB
143
AMG National Trust Bank
Colorado
$20.3M +$668K +3,975 +3%
ACA
144
Anchor Capital Advisors
Massachusetts
$20M +$18.1M +107,697 +927%
ECG
145
Edge Capital Group
Georgia
$19.6M +$1.3M +7,737 +7%
CA
146
Cetera Advisors
Colorado
$19.5M -$3.06M -18,242 -14%
GWM
147
Geneos Wealth Management
Colorado
$19.2M -$157K -936 -0.8%
CG
148
Corundum Group
Colorado
$19.2M – – –
FCI
149
Financial Counselors Inc
Kansas
$19M -$21.2K -126 -0.1%
PFO
150
Pathstone Family Office
New Jersey
$18.9M +$2.09M +12,219 +12%
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6
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