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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,190 hedge funds and large institutions have $39.7B invested in iShares Russell 1000 Value ETF in 2021 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 437 increasing their positions, 372 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,190
Holders Change
+43
Holders Change %
+3.75%
% of All Funds
20.95%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.6%
New
121
Increased
437
Reduced
372
Closed
67
Calls
$117M
Puts
$103M
Net Calls
+$14.3M
Net Calls Change
-$49.9M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$547M
2
Morgan Stanley
Morgan Stanley
New York
+$245M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$199M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$148M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$135M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$250M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$188M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
4
AC
Allstate Corporation
Illinois
-$88.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$70.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
276
Orion Portfolio Solutions
Nebraska
$5.71M -$999K -6,591 -15%
S
277
SignatureFD
Georgia
$5.5M -$52K -343 -0.9%
TW
278
Towerpoint Wealth
California
$5.43M -$277K -1,825 -5%
AL
279
Aspiriant LLC
California
$5.39M -$54.1K -357 -1%
UWPG
280
Ullmann Wealth Partners Group
Florida
$5.35M -$297K -1,962 -5%
MCWS
281
McKinley Carter Wealth Services
West Virginia
$5.3M -$48K -317 -0.9%
EC
282
Estate Counselors
Wisconsin
$5.3M -$358K -2,365 -6%
EIC
283
Equity Investment Corp
Georgia
$5.27M -$6.85M -45,221 -57%
GLA
284
Great Lakes Advisors
Illinois
$5.24M +$160K +1,053 +3%
BAMG
285
Brand Asset Management Group
Missouri
$5.23M -$40.8K -269 -0.8%
TWM
286
Tolleson Wealth Management
Texas
$5.22M – – –
LA
287
Latitude Advisors
Florida
$5.14M +$5.14M +33,902 New
BPCE
288
Bank Pictet & Cie (Europe)
Germany
$5.13M – – –
NNP
289
Nachman Norwood & Parrott
South Carolina
$5.12M – – –
RVPG
290
Relative Value Partners Group
$5.12M +$2.67M +17,592 +109%
N
291
Natixis
France
$5.1M +$120K +791 +2%
ASW
292
Astoria Strategic Wealth
Texas
$5.09M -$25.8K -170 -0.5%
FHB
293
First Hawaiian Bank
Hawaii
$4.98M +$1.03M +6,801 +26%
HWA
294
Hillcrest Wealth Advisors
New Jersey
$4.97M +$40.8K +269 +0.8%
MPM
295
Meritage Portfolio Management
Kansas
$4.96M +$109K +722 +2%
TCPWM
296
Traverso Chambers Private Wealth Management
California
$4.96M -$52.9K -349 -1%
MFG
297
Magnus Financial Group
New York
$4.96M +$4.04M +26,629 +438%
SC
298
Sierra Capital
Florida
$4.94M +$4.94M +32,590 New
CWM
299
Cahaba Wealth Management
Georgia
$4.9M -$127K -835 -3%
AIA
300
Arbor Investment Advisors
North Carolina
$4.89M -$544K -3,587 -10%
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