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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 %
MAM
651
MMA Asset Management
Pennsylvania
$831K +$158K +1,043 +23%
EFS
652
Essex Financial Services
Connecticut
$829K +$18.9K +125 +2%
CTC
653
Central Trust Company
Missouri
$827K -$7.58K -50 -0.9%
TNB
654
TCF National Bank
South Dakota
$824K +$141K +928 +21%
WPA
655
West Paces Advisors
Georgia
$821K – – –
MSFS
656
Main Street Financial Solutions
Pennsylvania
$815K -$150K -990 -16%
SCA
657
STALEY CAPITAL ADVISERS
Pennsylvania
$812K -$258K -1,700 -24%
FAIM
658
Financial Advocates Investment Management
Washington
$812K +$172K +1,135 +27%
AIC
659
Ameritas Investment Company
Nebraska
$812K -$2.22M -14,666 -73%
ST
660
Smithfield Trust
Pennsylvania
$810K -$27.3K -180 -3%
Qube Research & Technologies (QRT)
661
Qube Research & Technologies (QRT)
United Kingdom
$810K +$810K +5,343 New
CAAS
662
Capital Asset Advisory Services
Michigan
$807K +$36.1K +238 +5%
EIA
663
Eldridge Investment Advisors
New Hampshire
$784K +$367K +2,422 +88%
GSIS
664
Global Strategic Investment Solutions
Arizona
$779K – – –
MFW
665
Meristem Family Wealth
Minnesota
$779K – – –
CC
666
Courier Capital
New York
$777K -$16.4K -108 -2%
TSS
667
Two Sigma Securities
New York
$775K +$775K +5,115 New
MWP
668
MYCIO Wealth Partners
Pennsylvania
$771K – – –
AC
669
Alexandria Capital
Virginia
$770K -$206K -1,359 -21%
SCI
670
S&CO Inc
Massachusetts
$765K – – –
TWM
671
Tradition Wealth Management
Minnesota
$764K – – –
HFA
672
Hoover Financial Advisors
Pennsylvania
$760K +$2.07K +13 +0.3%
KFI
673
Key Financial Inc
Pennsylvania
$759K – – –
JIC
674
Joel Isaacson & Co
New York
$757K +$25.8K +170 +4%
WCWM
675
Willow Creek Wealth Management
California
$754K – – –
25 26
27
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