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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 %
PCMC
626
Paragon Capital Management (Colorado)
Colorado
$932K -$543K -3,580 -37%
IUHSA
627
Itau Unibanco Holding S.A.
Brazil
$930K -$9.68M -63,835 -91%
CWA
628
Core Wealth Advisors
Florida
$917K – – –
HPA
629
High Probability Advisors
New York
$917K – – –
CBN
630
Cadence Bank NA
Texas
$913K +$50.9K +336 +6%
MWM
631
Mascoma Wealth Management
New Hampshire
$909K – – –
IAIM
632
International Assets Investment Management
Florida
$908K +$520K +3,584 +134%
KFP
633
KB Financial Partners
New Jersey
$906K +$906K +5,975 New
LNWTC
634
Laird Norton Wetherby Trust Company
Washington
$904K – – –
BW
635
Bison Wealth
Georgia
$903K +$164K +1,080 +22%
PA
636
Procyon Advisors
Connecticut
$902K +$23.5K +155 +3%
FFA
637
First Foundation Advisors
California
$900K +$511K +3,370 +131%
EPA
638
Element Pointe Advisors
Florida
$894K +$260K +1,715 +41%
IA
639
IFP Advisors
Florida
$894K +$264K +1,734 +42%
RPWA
640
Regent Peak Wealth Advisors
Georgia
$888K – – –
AWE
641
Avidian Wealth Enterprises
Texas
$886K +$1.36K +9 +0.2%
MWM
642
Meridian Wealth Management
Kentucky
$883K -$158K -1,044 -15%
DWMG
643
DB Wealth Management Group
California
$881K +$218K +1,440 +33%
HC
644
Hoese & Co
Minnesota
$874K +$874K +5,764 New
GG
645
Gofen & Glossberg
Illinois
$864K – – –
FBA
646
Front Barnett Associates
Illinois
$862K -$134K -885 -13%
Vontobel Holding
647
Vontobel Holding
Switzerland
$846K +$196K +1,290 +30%
TNB
648
Thomasville National Bank
Georgia
$841K +$55.9K +564 +7%
NL
649
Navalign LLC
California
$839K +$839K +5,536 New
FWCM
650
Ferguson Wellman Capital Management
Oregon
$832K -$615K -4,059 -43%
24 25
26
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