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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 %
NFG
526
Next Financial Group
Texas
$1.33M -$89K -587 -6%
State Street
527
State Street
Massachusetts
$1.33M +$145K +960 +12%
WIA
528
World Investment Advisors
California
$1.33M +$157K +988 +13%
SHJ
529
Sharkey, Howes & Javer
Colorado
$1.32M – – –
SCP
530
Syntal Capital Partners
Texas
$1.31M -$58.6K -387 -4%
CFG
531
Citizens Financial Group
Rhode Island
$1.31M +$115K +759 +10%
WI
532
WrapManager Inc
California
$1.31M -$39.7K -262 -3%
AIM
533
Anchor Investment Management
South Carolina
$1.3M +$161K +1,065 +14%
HI
534
Harbour Investments
Wisconsin
$1.29M +$1.29M +8,531 New
LFG
535
Larson Financial Group
Missouri
$1.29M -$65.6K -433 -5%
NCM
536
Next Capital Management
New York
$1.29M +$18.3K +121 +1%
MCM
537
Mitchell Capital Management
Kansas
$1.28M -$322K -2,122 -20%
MHS
538
M Holdings Securities
Oregon
$1.27M +$1.27M +8,404 New
VA
539
Valmark Advisers
Ohio
$1.27M +$70.6K +466 +6%
PA
540
Pinnacle Associates
New York
$1.27M +$87.1K +575 +7%
SFA
541
Seneca Financial Advisors
New York
$1.26M -$121K -796 -9%
CGL
542
Clarius Group LLC
Washington
$1.26M – – –
Victory Capital Management
543
Victory Capital Management
Texas
$1.24M – – –
LFF
544
Level Four Financial
Texas
$1.24M +$940K +6,201 +314%
PPP
545
Private Portfolio Partners
New Jersey
$1.23M +$12.1K +80 +1%
LWA
546
Lenox Wealth Advisors
New York
$1.23M -$307K -2,026 -20%
CIA
547
Capital Investment Advisors
Georgia
$1.21M +$4.85K +32 +0.4%
GC
548
Grimes & Company
Massachusetts
$1.21M +$145K +955 +14%
IAN
549
Integrated Advisors Network
Texas
$1.21M +$108K +712 +10%
BDFN
550
Bond & Devick Financial Network
Minnesota
$1.2M +$206K +1,357 +21%
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