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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$5.1B
2
Bank of America
Bank of America
North Carolina
$8.23B
3
BlackRock
BlackRock
New York
$650M
4
MB
Mizuho Bank
Japan
$0
5
Wells Fargo
Wells Fargo
California
$966M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
176
RTD Financial Advisors
Pennsylvania
$14.3M +$2.66K +16 +0%
HTC
177
Haverford Trust Company
Pennsylvania
$14.3M +$508K +3,060 +4%
CI
178
CX Institutional
Indiana
$14.2M +$1.27M +7,651 +10%
CCWA
179
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.9M -$444K -2,678 -3%
SAM
180
Silvercrest Asset Management
New York
$13.8M -$1.38M -8,307 -9%
WJA
181
Willis Johnson & Associates
Texas
$13.8M +$33.7K +203 +0.2%
AF
182
Affiance Financial
Minnesota
$13.8M +$563K +3,395 +4%
AWS
183
Atria Wealth Solutions
New York
$13.6M +$13.6M +82,137 New
WSTAM
184
Wilbanks Smith & Thomas Asset Management
Virginia
$13.6M +$600K +3,799 +5%
DW
185
Domani Wealth
Pennsylvania
$13.5M +$487K +2,934 +4%
FMWA
186
Forvis Mazars Wealth Advisors
Missouri
$13.4M +$2.05M +12,375 +18%
HCM
187
HMS Capital Management
Tennessee
$13.4M +$609K +3,670 +5%
Massachusetts Financial Services
188
Massachusetts Financial Services
Massachusetts
$13.3M -$7.84M -47,220 -37%
I2I
189
Insight 2811 Inc
Illinois
$13.1M +$4.49M +27,053 +52%
NA
190
Nottingham Advisors
New York
$12.7M -$578K -3,484 -4%
WA
191
Waverly Advisors
Alabama
$12.7M -$137K -824 -1%
IP
192
Investment Partners
Ohio
$12.4M +$389K +2,346 +3%
ICMP
193
Integrated Capital Management (Pennsylvania)
Pennsylvania
$12.2M -$639K -3,850 -5%
WANY
194
Wealthspire Advisors (New York)
New York
$12.2M -$1.19M -7,153 -9%
GMA
195
Goldstein Munger & Associates
California
$12.1M – – –
EIC
196
Equity Investment Corp
Georgia
$12M -$57.8M -347,974 -83%
MBT
197
Montecito Bank & Trust
California
$11.9M -$18.6K -112 -0.2%
OAM
198
Oppenheimer Asset Management
New York
$11.8M -$16.9M -101,713 -59%
VWA
199
Visionary Wealth Advisors
Illinois
$11.8M +$1.41M +8,513 +14%
BSW
200
Buckingham Strategic Wealth
Missouri
$11.8M +$514K +3,097 +5%
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