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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 %
SVWAG
601
Sound View Wealth Advisors Group
Georgia
$1.01M +$44.1K +291 +5%
MIAS
602
Mason Investment Advisory Services
Virginia
$1M – – –
HR
603
Hayden Royal
North Carolina
$1M +$592K +3,905 +145%
LBC
604
Lowe Brockenbrough & Co
Virginia
$999K +$417K +2,755 +72%
FCH
605
Freestone Capital Holdings
Washington
$998K +$8.95K +59 +0.9%
KTC
606
Kistler-Tiffany Companies
Pennsylvania
$993K -$2.88K -19 -0.3%
SYBT
607
Stock Yards Bank & Trust
Kentucky
$992K +$40.5K +267 +4%
FANJ
608
Financial Architects (New Jersey)
New Jersey
$989K +$4.55K +30 +0.5%
B
609
Bailard
California
$989K +$133K +880 +16%
AAS
610
Annex Advisory Services
Wisconsin
$987K -$98.5K -650 -9%
PFG
611
Pacific Financial Group
Washington
$985K +$91.3K +603 +10%
FI
612
Financial Insights
Washington
$982K -$21.8K -144 -2%
LCM
613
Logan Capital Management
Pennsylvania
$981K -$2.87M -18,962 -75%
SAM
614
Stringer Asset Management
Tennessee
$976K -$1.44M -9,466 -60%
CSPAM
615
Cary Street Partners Asset Management
Virginia
$971K +$971K +6,405 New
AAM
616
Autus Asset Management
Arizona
$969K -$6.82K -45 -0.7%
MW
617
Marcum Wealth
Ohio
$968K +$968K +6,385 New
SWA
618
Sax Wealth Advisors
New Jersey
$962K +$117K +770 +14%
PA
619
Paracle Advisors
Washington
$959K – – –
AG
620
Appleton Group
Wisconsin
$954K +$27.7K +183 +3%
AWM
621
Altium Wealth Management
New York
$951K -$20.8K -137 -2%
NG
622
Northstar Group
New York
$949K +$152 +1 +0%
SWM
623
Soundmark Wealth Management
Washington
$936K – – –
BTW
624
Boston Trust Walden
Massachusetts
$935K – – –
HA
625
Harborview Advisors
Maine
$934K -$35.9K -237 -4%
23 24
25
26 27