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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 %
OCM
376
One Capital Management
California
$2.98M +$127K +837 +4%
NEPWA
377
New England Private Wealth Advisors
Massachusetts
$2.97M +$194K +1,279 +7%
MA
378
Mutual Advisors
Nebraska
$2.97M -$120K -792 -4%
GC
379
Guggenheim Capital
Illinois
$2.94M +$498K +3,287 +20%
EWM
380
EPG Wealth Management
Georgia
$2.93M +$89.9K +593 +3%
MFW
381
Mosaic Family Wealth
Missouri
$2.9M -$97.4K -643 -3%
BFG
382
Baron Financial Group
New Jersey
$2.9M -$92.4K -610 -3%
SB
383
Sunflower Bank
Texas
$2.9M – – –
BJL
384
Brighton Jones LLC
Washington
$2.89M +$401K +2,646 +16%
SLT
385
St Louis Trust
Missouri
$2.88M +$98.5K +650 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
386
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.88M -$2.79M -18,400 -49%
SW
387
SlateStone Wealth
Florida
$2.87M -$18.6K -123 -0.6%
BFG
388
Beacon Financial Group
Texas
$2.87M – – –
DADC
389
D.A. Davidson & Co
Montana
$2.86M -$363K -2,397 -11%
WSFS
390
Wilmington Savings Fund Society
Delaware
$2.85M -$7.28M -48,031 -72%
HIA
391
Harbor Investment Advisory
Maryland
$2.85M +$7.73K +51 +0.3%
Carson Wealth (CWM LLC)
392
Carson Wealth (CWM LLC)
Nebraska
$2.84M – – –
RIA
393
Realta Investment Advisors
Delaware
$2.81M +$1.3M +8,583 +86%
PA
394
Parkside Advisors
California
$2.78M -$549K -3,621 -16%
MAFM
395
Mid Atlantic Financial Management
Pennsylvania
$2.76M -$83.3K -550 -3%
RZH
396
Relyea Zuckerberg Hanson
Connecticut
$2.71M +$56.4K +359 +2%
IWP
397
Icon Wealth Partners
Texas
$2.71M +$329K +2,169 +14%
GT
398
Glenview Trust
Kentucky
$2.69M +$494K +3,258 +22%
EAM
399
Evanson Asset Management
California
$2.69M -$90.5K -597 -3%
OPCM
400
Osborne Partners Capital Management
California
$2.68M +$127K +835 +5%
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