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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,340 hedge funds and large institutions have $40.4B invested in iShares Russell 1000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 493 increasing their positions, 450 reducing their positions, and 105 closing their positions.

Holders
1,340
Holders Change
-32
Holders Change %
-2.33%
% of All Funds
22.66%
Holding in Top 10
114
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.7%
% of All Funds
1.93%
New
91
Increased
493
Reduced
450
Closed
105
Calls
$96M
Puts
$14.9M
Net Calls
+$81.1M
Net Calls Change
+$279M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.35B
2
M&T Bank
2
M&T Bank
New York
$423M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$111M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$339M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.05B

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$16M
2
APF
2
Alaska Permanent Fund
Alaska
$415M
3
FM
3
Forward Management
California
$0
4
Wells Fargo
4
Wells Fargo
California
$741M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.1B
Name Market Value Shares Shares
Change 		Shares
Change %
LC
176
Lindbrook Capital
California
$13.3M 91,445 -29 -0%
PA
177
Paragon Advisors
Texas
$13.2M 90,821 +90,821 New
WSTAM
178
Wilbanks Smith & Thomas Asset Management
Virginia
$13.2M 90,759 +4,537 +5%
MG
179
Mather Group
Illinois
$13M 89,755 -11,345 -11%
HTC
180
Haverford Trust Company
Pennsylvania
$12.6M 87,052 +1,023 +1%
Franklin Resources
181
Franklin Resources
California
$12.5M 86,339 -18,319 -18%
FCBT
182
First Citizens Bank & Trust
North Carolina
$12.5M 86,287 -52,501 -38%
RJT
183
Raymond James Trust
Florida
$12.4M 85,207 -2,681 -3%
Boston Partners
184
Boston Partners
Massachusetts
$12.3M 82,733 +32,804 +66%
RZH
185
Relyea Zuckerberg Hanson
Connecticut
$12.3M 84,944 +64,043 +306%
SAM
186
Silvercrest Asset Management
New York
$12.1M 83,598 +168 +0.2%
WANY
187
Wealthspire Advisors (New York)
New York
$11.9M 81,866 +8,168 +11%
WJA
188
Willis Johnson & Associates
Texas
$11.9M 81,803 -1,247 -2%
WA
189
Waverly Advisors
Alabama
$11.8M 81,517 +5,057 +7%
VWA
190
Visionary Wealth Advisors
Illinois
$11.8M 81,356 +10,123 +14%
RIS
191
Retirement Income Solutions
Michigan
$11.8M 81,297 -31,779 -28%
DW
192
Domani Wealth
Pennsylvania
$11.7M 80,889 -304 -0.4%
Cerity Partners
193
Cerity Partners
New York
$11.6M 79,878 +429 +0.5%
RFA
194
RTD Financial Advisors
Pennsylvania
$11.5M 79,496 -6,742 -8%
GWM
195
Geneos Wealth Management
Colorado
$11.4M 77,970 -34,508 -31%
EWA
196
EP Wealth Advisors
California
$11.3M 78,015 +12,786 +20%
PWPS
197
Pinnacle Wealth Planning Services
Ohio
$11.2M 77,550 +30,000 +63%
RVPG
198
Relative Value Partners Group
$11.2M 72,727 +18,277 +34%
HCM
199
HMS Capital Management
Tennessee
$11.1M 76,801 -3,668 -5%
WCAMG
200
Woodard & Company Asset Management Group
North Carolina
$11.1M 76,474 +32,480 +74%
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