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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 %
BAM
351
Berkshire Asset Management
Pennsylvania
$3.48M +$208K +1,370 +6%
CS
352
Comerica Securities
Michigan
$3.48M -$67K -442 -2%
Mirae Asset Global Investments
353
Mirae Asset Global Investments
South Korea
$3.47M +$3.47M +22,900 New
RIL
354
Rothschild Investment LLC
Illinois
$3.46M -$1.35M -8,922 -28%
RM
355
Resource Management
Louisiana
$3.44M – – –
1IA
356
1834 Investment Advisors
Wisconsin
$3.39M -$25K -165 -0.7%
FPS
357
Fieldpoint Private Securities
Connecticut
$3.33M -$53.7K -354 -2%
AWP
358
Ascent Wealth Partners
New York
$3.31M +$948K +6,255 +40%
OIA
359
OneDigital Investment Advisors
Kansas
$3.3M +$106K +698 +3%
PO
360
Private Ocean
California
$3.3M -$295K -1,949 -8%
SIA
361
Stegner Investment Associates
Kentucky
$3.28M -$29.9K -197 -0.9%
EVM
362
Eaton Vance Management
Massachusetts
$3.26M +$2.35M +15,509 +259%
HCM
363
HM Capital Management
Missouri
$3.25M – – –
WAP
364
Wealthcare Advisory Partners
Pennsylvania
$3.22M -$4.04M -26,634 -56%
CWA
365
Cornerstone Wealth Advisors
Minnesota
$3.21M +$3.21M +21,177 New
PFS
366
Prospera Financial Services
Texas
$3.15M +$815K +5,373 +35%
SMC
367
Smith, Moore & Co
Missouri
$3.13M +$469K +3,096 +18%
SFA
368
Sequoia Financial Advisors
Ohio
$3.12M -$196K -1,292 -6%
SWA
369
SOA Wealth Advisors
New York
$3.12M +$34.6K +228 +1%
EDRH
370
Edmond de Rothschild Holding
Switzerland
$3.07M +$2.12M +13,964 +222%
Lido Advisors
371
Lido Advisors
California
$3.05M -$82.9K -547 -3%
DCM
372
Dimension Capital Management
Florida
$3.04M +$806K +5,316 +36%
Thrivent Financial for Lutherans
373
Thrivent Financial for Lutherans
Minnesota
$3.03M -$612K -4,039 -17%
PGFC
374
Peapack-Gladstone Financial Corp
New Jersey
$3.03M +$293K +1,931 +11%
ACA
375
Affinity Capital Advisors
California
$3.02M -$372K -2,456 -11%
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