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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.

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
1
Bank of America
North Carolina
$8.82B
2
Morgan Stanley
2
Morgan Stanley
New York
$5.66B
3
MB
3
Mizuho Bank
Japan
$252M
4
BlackRock
4
BlackRock
New York
$1.12B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.6B

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$348M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$26.7M
3
JHU
3
Johns Hopkins University
Maryland
$235M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.06B
5
CA
5
CastleArk Alternatives
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.82B 52,540,813 +4,464,103 +9%
Morgan Stanley
2
Morgan Stanley
New York
$5.66B 33,732,524 +2,783,693 +9%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.6B 15,484,039 +1,173,002 +8%
Goldman Sachs
4
Goldman Sachs
New York
$2.45B 14,589,267 +64,732 +0.4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.06B 12,264,412 -378,161 -3%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$2.06B 12,257,890 +51,026 +0.4%
Financial Engines Advisors
7
Financial Engines Advisors
California
$1.91B 11,344,069 -141,224 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.2B 7,151,210 +741,429 +12%
UBS Group
9
UBS Group
Switzerland
$1.2B 7,150,236 +216,024 +3%
Wells Fargo
10
Wells Fargo
California
$1.12B 6,692,049 +221,140 +3%
BlackRock
11
BlackRock
New York
$1.12B 6,678,146 +1,265,353 +23%
SF
12
Synovus Financial
Georgia
$894M 5,323,772 +292,544 +6%
RJA
13
Raymond James & Associates
Florida
$665M 3,959,262 +154,571 +4%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$612M 3,646,612 +38,156 +1%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$541M 3,222,683 +350,696 +12%
Northern Trust
16
Northern Trust
Illinois
$462M 2,750,626 +182,189 +7%
Truist Financial
17
Truist Financial
North Carolina
$439M 2,613,412 +283,899 +12%
AllianceBernstein
18
AllianceBernstein
Tennessee
$438M 2,608,819 +20,460 +0.8%
Citigroup
19
Citigroup
New York
$375M 2,233,065 +188,586 +9%
LPL Financial
20
LPL Financial
California
$354M 2,108,188 +143,004 +7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$350M 2,084,952 +24,708 +1%
APF
22
Alaska Permanent Fund
Alaska
$348M 2,121,278 -1,329,910 -39%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$347M 2,067,151 +19,485 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$342M 2,038,589 +326,408 +19%
Stifel Financial
25
Stifel Financial
Missouri
$311M 1,853,954 +78,555 +4%
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