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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 %
TAIM
126
TD Ameritrade Investment Management
Nebraska
$23.7M -$1.22M -7,354 -5%
FCBT
127
First Citizens Bank & Trust
North Carolina
$23M -$5.34M -32,165 -19%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$23M +$4.47M +26,910 +24%
AAP
129
Arax Advisory Partners
Colorado
$22.8M -$19.3M -116,376 -46%
CA
130
Cetera Advisors
Colorado
$22.7M +$3.4M +20,495 +18%
RCG
131
Rock Creek Group
District of Columbia
$22.3M +$22.3M +122,961 New
Principal Financial Group
132
Principal Financial Group
Iowa
$22.3M +$7.98M +48,053 +56%
LNC
133
Lincoln National Corp
Pennsylvania
$22.3M +$5.35M +32,254 +32%
TPCW
134
TD Private Client Wealth
New York
$21.8M -$3.3M -19,906 -13%
GSAM
135
Grant Street Asset Management
Pennsylvania
$21.8M +$858K +5,169 +4%
ERFOTCOFW
136
Employees Retirement Fund of the City of Fort Worth
Texas
$21.8M +$21.8M +131,082 New
AC
137
AWM Capital
Arizona
$21.4M -$996 -6 -0%
IIC
138
Integrated Investment Consultants
Michigan
$21.1M -$534K -3,216 -2%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$21.1M -$25.7M -154,665 -55%
CAL
140
Capital Advisors Ltd
Ohio
$20.9M +$325K +1,959 +2%
MWM
141
Modera Wealth Management
New Jersey
$20.9M -$1.17M -7,057 -5%
ANTB
142
AMG National Trust Bank
Colorado
$20.6M +$586K +3,530 +3%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$20.1M +$5.07M +30,552 +34%
GL
144
Graypoint LLC
New York
$20M +$7.03M +42,377 +54%
JBA
145
Johnson Bixby & Associates
Washington
$20M +$6.24M +37,609 +45%
MGIA
146
Moneta Group Investment Advisors
Missouri
$19.8M -$632K -3,808 -3%
UB
147
UMB Bank
Missouri
$19M +$4.16M +25,086 +28%
HCC
148
Hirtle Callaghan & Co
Pennsylvania
$19M +$474K +2,853 +3%
FCI
149
Financial Counselors Inc
Kansas
$18.8M -$38.3K -231 -0.2%
RIS
150
Retirement Income Solutions
Michigan
$18.8M +$1.49M +8,952 +9%
4 5
6
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