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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 %
Bank of America
1
Bank of America
North Carolina
$7.35B 50,703,995 +1,104,255 +2%
Morgan Stanley
2
Morgan Stanley
New York
$4.49B 30,950,447 +220,980 +0.7%
Goldman Sachs
3
Goldman Sachs
New York
$2.23B 15,409,298 +297,089 +2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.1B 14,485,855 -652,794 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.78B 12,304,562 -362,243 -3%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$1.61B 10,816,945 -620,659 -5%
Financial Engines Advisors
7
Financial Engines Advisors
California
$1.56B 10,778,183 -193,712 -2%
UBS Group
8
UBS Group
Switzerland
$1.08B 7,416,573 +157,541 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.05B 7,213,010 +419,021 +6%
SF
10
Synovus Financial
Georgia
$759M 5,234,508 +36,201 +0.7%
Wells Fargo
11
Wells Fargo
California
$741M 5,109,563 -711,443 -12%
BlackRock
12
BlackRock
New York
$584M 4,027,879 +114,240 +3%
RJA
13
Raymond James & Associates
Florida
$580M 3,997,917 +21,466 +0.5%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$524M 3,611,642 -74,432 -2%
Northern Trust
15
Northern Trust
Illinois
$495M 3,416,233 +354,742 +12%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$482M 3,322,103 +62,904 +2%
American Century Companies
17
American Century Companies
Missouri
$427M 2,948,520 +276,746 +10%
M&T Bank
18
M&T Bank
New York
$423M 2,975,056 +1,094,252 +58%
APF
19
Alaska Permanent Fund
Alaska
$415M 2,859,785 -1,174,506 -29%
LPL Financial
20
LPL Financial
California
$388M 2,678,933 +58,175 +2%
Truist Financial
21
Truist Financial
North Carolina
$365M 2,516,387 +38,932 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$339M 2,341,136 +454,648 +24%
AllianceBernstein
23
AllianceBernstein
Tennessee
$337M 2,323,153 -149,036 -6%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$330M 2,273,846 +192,836 +9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$299M 2,064,918 -8,248 -0.4%
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