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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 %
BB
401
Busey Bank
Illinois
$2.68M -$12.4K -82 -0.5%
MCM
402
Monument Capital Management
Virginia
$2.61M -$1.67K -11 -0.1%
FMC
403
First Merchants Corp
Indiana
$2.59M -$338K -2,230 -12%
CCM
404
Colorado Capital Management
Colorado
$2.57M -$5.15K -34 -0.2%
CAS
405
Cascadia Advisory Services
Oregon
$2.56M +$2.56M +16,907 New
HF
406
HRT Financial
New York
$2.54M +$2.54M +16,729 New
CIBC World Market
407
CIBC World Market
Ontario, Canada
$2.53M +$293K +1,935 +13%
MMG
408
Monetary Management Group
Missouri
$2.53M +$166K +1,095 +7%
CL
409
CPWM LLC
Washington
$2.5M +$58.2K +384 +2%
MWM
410
Mission Wealth Management
California
$2.49M +$117K +772 +5%
Bank of Montreal
411
Bank of Montreal
Ontario, Canada
$2.48M +$164K +1,062 +7%
CGA
412
Crescent Grove Advisors
Illinois
$2.48M +$355K +2,340 +17%
SWM
413
Southern Wealth Management
Texas
$2.46M +$422K +2,782 +21%
GA
414
GFS Advisors
Texas
$2.45M +$25.9K +171 +1%
GPFA
415
Game Plan Financial Advisors
Ohio
$2.42M -$3.8K -25 -0.2%
DWT
416
Dorsey & Whitney Trust
South Dakota
$2.42M -$46.5K -307 -2%
NB
417
Nicolet Bankshares
Wisconsin
$2.41M +$6.52K +43 +0.3%
AIM
418
Allen Investment Management
New York
$2.4M -$5K -33 -0.2%
Capital Fund Management (CFM)
419
Capital Fund Management (CFM)
France
$2.38M +$2.38M +15,712 New
FFA
420
Founders Financial Alliance
North Carolina
$2.37M +$52.6K +334 +2%
ASN
421
Advisory Services Network
Georgia
$2.36M +$15.8K +104 +0.7%
WFA
422
Wellspring Financial Advisors
Ohio
$2.34M – – –
BFA
423
Benedict Financial Advisors
Georgia
$2.32M +$2.32M +15,310 New
FFG
424
Fullen Financial Group
Ohio
$2.32M -$31.2K -206 -1%
PFA
425
Pathway Financial Advisors
Vermont
$2.32M +$15.4K +97 +0.7%
15 16
17
18 19