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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 %
OFS
326
Oldfather Financial Services
Nebraska
$4.09M +$391K +2,540 +11%
QCM
327
Quest Capital Management
Texas
$4.08M -$158K -1,044 -4%
Kayne Anderson Rudnick Investment Management
328
Kayne Anderson Rudnick Investment Management
California
$4.08M -$6.03M -39,806 -60%
DPI
329
Diversified Portfolios Inc
Michigan
$4.07M -$192K -1,264 -4%
AMG
330
Asset Management Group
Connecticut
$4.05M -$93.5K -617 -2%
SFG
331
Sage Financial Group
Pennsylvania
$3.99M +$21.7K +143 +0.5%
GIA
332
Gladstone Institutional Advisory
Florida
$3.98M +$2.89M +19,098 +267%
ATPW
333
Ashton Thomas Private Wealth
Arizona
$3.95M +$371K +2,448 +10%
AAM
334
Aureus Asset Management
Massachusetts
$3.92M +$1.07M +7,047 +38%
Bessemer Group
335
Bessemer Group
New Jersey
$3.91M +$77.9K +514 +2%
WAM
336
Wakefield Asset Management
Colorado
$3.81M +$171K +1,131 +5%
PAMU
337
Pictet Asset Management (UK)
United Kingdom
$3.79M +$3.79M +24,990 New
SHWM
338
Smith & Howard Wealth Management
Georgia
$3.75M -$15.6K -103 -0.4%
CFA
339
Cahill Financial Advisors
Minnesota
$3.74M +$266K +1,757 +8%
AAS
340
Avantax Advisory Services
Texas
$3.7M -$3.89M -25,651 -51%
HFP
341
Holistic Financial Partners
Indiana
$3.69M -$25.5K -168 -0.7%
AWM
342
AE Wealth Management
Kansas
$3.65M +$877K +5,786 +32%
KAH
343
Kathryn A. Hall
$3.58M – – –
Wellington Management Group
344
Wellington Management Group
Massachusetts
$3.55M +$2.92M +19,245 +458%
SWM
345
Spire Wealth Management
Virginia
$3.54M +$3.54M +23,321 New
JFG
346
JMG Financial Group
Illinois
$3.53M -$131K -862 -4%
AIM
347
Acropolis Investment Management
Missouri
$3.52M -$12.1K -80 -0.3%
PWM
348
PRW Wealth Management
Massachusetts
$3.52M +$765K +5,050 +28%
OC
349
Oppenheimer & Co
New York
$3.51M +$1.55M +10,221 +79%
SBSB
350
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.49M +$6.37K +42 +0.2%
12 13
14
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