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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
Bank of America
North Carolina
$8.82B
2
Morgan Stanley
Morgan Stanley
New York
$5.66B
3
MB
Mizuho Bank
Japan
$252M
4
BlackRock
BlackRock
New York
$1.12B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.6B

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$348M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$26.7M
3
JHU
Johns Hopkins University
Maryland
$235M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.06B
5
CA
CastleArk Alternatives
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
151
Mather Group
Illinois
$18.8M -$4.13M -24,581 -18%
LAM
152
Lyrical Asset Management
New York
$18.8M +$18.8M +112,086 New
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$18.8M -$1.4M -8,360 -7%
HCC
154
Hirtle Callaghan & Co
Pennsylvania
$18.7M +$177K +1,054 +1%
Millennium Management
155
Millennium Management
New York
$18.5M +$11.9M +70,569 +179%
FB
156
Fulton Bank
Pennsylvania
$18.3M -$563K -3,351 -3%
RWB
157
RMR Wealth Builders
New Jersey
$18M -$16.5M -98,151 -48%
SXL
158
Summit X LLC
Missouri
$17.7M +$292K +1,737 +2%
CIAS
159
CFS Investment Advisory Services
New Jersey
$17.7M +$224K +1,367 +1%
SG
160
StoneX Group
New York
$17.6M +$17.1M +101,751 +3,404%
Franklin Resources
161
Franklin Resources
California
$17.6M -$4.19M -24,964 -19%
RIS
162
Retirement Income Solutions
Michigan
$17.5M -$11.1M -66,102 -39%
Boston Partners
163
Boston Partners
Massachusetts
$17.4M +$9.85M +58,558 +131%
DT
164
Diversified Trust
Tennessee
$17.2M -$212K -1,260 -1%
LNC
165
Lincoln National Corp
Pennsylvania
$17.2M +$19K +113 +0.1%
BCM
166
BTC Capital Management
Iowa
$16.9M -$321K -1,912 -2%
PI
167
Putnam Investments
Massachusetts
$16.8M +$5.26M +31,317 +45%
GIA
168
GHP Investment Advisors
Colorado
$16.8M +$188K +1,122 +1%
NYLIM
169
New York Life Investment Management
New York
$16.4M -$1.67M -9,945 -9%
CM
170
Churchill Management
California
$16.4M -$247K -1,472 -1%
CCC
171
Crescent Capital Consulting
Louisiana
$16.3M +$775K +4,614 +5%
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
$16.1M -$31.7M -188,483 -66%
CWC
173
Carolinas Wealth Consulting
North Carolina
$15.9M +$526K +3,134 +3%
LC
174
Lindbrook Capital
California
$15.8M +$15.6M +93,120 +11,597%
CF
175
Copperwynd Financial
Arizona
$15.4M +$750K +4,467 +5%
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