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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 %
HCA
301
Harbour Capital Advisors
Virginia
$4.88M -$182K -1,200 -4%
IWM
302
IHT Wealth Management
Illinois
$4.83M -$63.8K -421 -1%
CI
303
CX Institutional
Indiana
$4.82M +$3.95M +26,081 +455%
PWPS
304
Pinnacle Wealth Planning Services
Ohio
$4.74M -$99.3K -655 -2%
RCAG
305
Rehmann Capital Advisory Group
Michigan
$4.63M -$206K -1,360 -4%
CI
306
Cambiar Investors
Colorado
$4.61M -$3.56M -23,517 -44%
A
307
AdvicePeriod
California
$4.6M +$9.4K +62 +0.2%
MAS
308
Managed Account Services
Florida
$4.6M +$39.6K +261 +0.9%
ZB
309
Zions Bancorporation
Utah
$4.58M -$114K -755 -2%
AIFAIM
310
American Institute for Advanced Investment Management
Arizona
$4.54M +$640K +4,226 +16%
NCG
311
Newport Capital Group
New Jersey
$4.52M +$188K +1,238 +4%
CB
312
Community Bank
New York
$4.51M +$3.03K +20 +0.1%
HR
313
Hardy Reed
Mississippi
$4.5M – – –
Barclays
314
Barclays
United Kingdom
$4.46M -$12M -79,045 -73%
OWM
315
Opes Wealth Management
California
$4.35M +$695K +4,585 +19%
CCA
316
Childress Capital Advisors
Texas
$4.34M +$4.34M +28,622 New
VOYA Investment Management
317
VOYA Investment Management
Georgia
$4.28M +$4.28M +28,238 New
CA
318
Cornerstone Advisory
Maryland
$4.23M -$32.3K -213 -0.8%
Simplex Trading
319
Simplex Trading
Illinois
$4.21M +$1.75M +11,567 +71%
HDIM
320
Hanson & Doremus Investment Management
Vermont
$4.16M – – –
AWA
321
Alta Wealth Advisors
Massachusetts
$4.14M +$39.1K +258 +1%
BFM
322
Broadview Financial Management
Wisconsin
$4.13M -$47.1K -311 -1%
Two Sigma Investments
323
Two Sigma Investments
New York
$4.12M -$303K -2,000 -7%
SC
324
Sepio Capital
Utah
$4.1M +$4.1M +27,078 New
ABC
325
Associated Banc-Corp
Wisconsin
$4.1M -$1.36M -13,740 -25%
11 12
13
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