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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 %
DW
201
Domani Wealth
Pennsylvania
$13.1M -$476K -2,834 -3%
GL
202
Graypoint LLC
New York
$13.1M +$1.7M +10,130 +15%
CI
203
CX Institutional
Indiana
$13.1M +$721K +4,293 +6%
ICMP
204
Integrated Capital Management (Pennsylvania)
Pennsylvania
$13M -$74.9K -446 -0.6%
LW
205
Linscomb Wealth
Texas
$12.9M -$18.5K -110 -0.1%
HCM
206
HMS Capital Management
Tennessee
$12.9M +$1.55M +9,228 +14%
CCT
207
Country Club Trust
Missouri
$12.8M +$870K +5,177 +7%
WA
208
Waverly Advisors
Alabama
$12.7M -$135K -822 -1%
Diamond Hill Capital Management
209
Diamond Hill Capital Management
Ohio
$12.6M +$12.1M +72,267 +2,811%
State Street
210
State Street
Massachusetts
$12.5M -$47.9K -285 -0.4%
MLICM
211
Metropolitan Life Insurance Company (MetLife)
New York
$12.4M -$3.12M -18,600 -20%
GMA
212
Goldstein Munger & Associates
California
$12.3M – – –
BF
213
BOK Financial
Oklahoma
$12.2M +$1.29M +7,676 +12%
IP
214
Investment Partners
Ohio
$12.2M -$13.8K -82 -0.1%
CM
215
Castleark Management
Illinois
$12M -$48.1M -286,400 -80%
MBT
216
Montecito Bank & Trust
California
$12M -$84K -500 -0.7%
PSUF
217
People's United Financial
Connecticut
$11.9M -$2.31M -13,755 -16%
MAM
218
Marquette Asset Management
Minnesota
$11.7M -$47.9K -285 -0.4%
JIC
219
Johnson Investment Counsel
Ohio
$11.6M -$182K -1,085 -2%
FMWA
220
Forvis Mazars Wealth Advisors
Missouri
$11.5M +$548K +3,266 +5%
BSW
221
Buckingham Strategic Wealth
Missouri
$11.4M +$1.17M +6,980 +11%
DI
222
Disciplined Investments
Oklahoma
$11.4M +$5.04K +30 +0%
PA
223
Prism Advisors
California
$11.3M -$1.26M -7,487 -10%
IFO
224
Independent Family Office
New York
$11.3M +$71.4K +425 +0.6%
RCIM
225
Red Cedar Investment Management
Michigan
$11.1M +$14.4K +86 +0.1%
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