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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 %
GTAM
501
Global Trust Asset Management
Florida
$1.54M +$620K +4,088 +67%
EI
502
Ellevest Inc
New York
$1.53M +$1.03M +6,815 +206%
TWA
503
TCI Wealth Advisors
Arizona
$1.52M -$26.2K -173 -2%
BWM
504
Baystate Wealth Management
Massachusetts
$1.51M -$98.8K -652 -6%
RBFC
505
Roman Butler Fullerton & Co
Missouri
$1.51M +$1.51M +9,712 New
CIA
506
Choate Investment Advisors
Massachusetts
$1.51M +$511K +3,368 +51%
FWP
507
FAS Wealth Partners
Kansas
$1.5M -$16.8K -111 -1%
BWM
508
BigSur Wealth Management
Florida
$1.5M – – –
PWS
509
Peloton Wealth Strategists
Indiana
$1.49M +$124K +821 +9%
AFA
510
American Financial Advisors
Georgia
$1.49M -$30.2K -199 -2%
PAM
511
PVG Asset Management
Colorado
$1.48M +$1.48M +9,772 New
Citadel Advisors
512
Citadel Advisors
Florida
$1.46M -$402K -2,656 -22%
JF
513
Jump Financial
Illinois
$1.46M -$418K -2,759 -22%
TFA
514
Tobias Financial Advisors
Florida
$1.44M -$482K -3,182 -25%
IC
515
Intersect Capital
California
$1.44M +$546K +3,602 +61%
AP
516
Adero Partners
California
$1.44M -$11.1K -73 -0.8%
WF
517
Welch & Forbes
Massachusetts
$1.42M -$142K -935 -9%
SSB
518
Sandy Spring Bank
Maryland
$1.39M +$33.2K +219 +2%
LDB
519
Lee, Danner & Bass
Tennessee
$1.39M – – –
CSM
520
CAMG Solamere Management
North Carolina
$1.38M -$392K -2,583 -22%
QPWM
521
Quadrant Private Wealth Management
Pennsylvania
$1.38M -$3.79K -25 -0.3%
AB
522
Amalgamated Bank
New York
$1.38M -$1.17M -7,720 -46%
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$1.37M -$142K -935 -9%
HW
524
Hancock Whitney
Mississippi
$1.34M -$1.3M -8,560 -49%
DWM
525
Dakota Wealth Management
Florida
$1.34M +$649K +4,286 +95%
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