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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 %
HF
676
Halpern Financial
Virginia
$754K +$5.15K +34 +0.7%
RIM
677
Rockbridge Investment Management
New York
$753K +$152 +1 +0%
JWCA
678
J.W. Cole Advisors
Florida
$750K +$515K +3,400 +220%
RWA
679
RGT Wealth Advisors
Texas
$736K – – –
AW
680
ACG Wealth
Georgia
$735K +$41.4K +273 +6%
CRC
681
Curi RMB Capital
Illinois
$730K -$145K -954 -17%
PFGIA
682
Patriot Financial Group Insurance Agency
Massachusetts
$728K -$68.3K -451 -9%
MGIA
683
Matthew Goff Investment Advisor
Texas
$728K -$24.3K -160 -3%
FMW
684
Farr Miller & Washington
District of Columbia
$722K +$722K +4,764 New
PWMAG
685
Pinnacle Wealth Management Advisory Group
New Jersey
$720K +$87.1K +575 +14%
AT
686
Arden Trust
Delaware
$719K -$1.88M -12,430 -72%
VCP
687
Vista Capital Partners
Oregon
$718K – – –
WIC
688
Woodmont Investment Counsel
Tennessee
$716K – – –
VCA
689
Verdence Capital Advisors
Maryland
$716K +$207K +1,365 +41%
MC
690
Middleton & Co
Massachusetts
$714K +$34.1K +225 +5%
GC
691
Gratus Capital
Georgia
$712K +$2.12K +14 +0.3%
CA
692
Clearstead Advisors
Ohio
$708K -$363K -2,398 -34%
CWM
693
Chesapeake Wealth Management
Virginia
$707K -$34.8K -230 -5%
MSAM
694
Moloney Securities Asset Management
Missouri
$707K +$253K +1,670 +56%
CFO
695
CVA Family Office
Colorado
$705K – – –
SFP
696
Strategic Financial Partners
Oregon
$705K +$11.5K +76 +2%
Chevy Chase Trust
697
Chevy Chase Trust
Maryland
$705K +$33.5K +221 +5%
PCA
698
Personal Capital Advisors
California
$703K +$28.3K +187 +4%
PMFA
699
Plante Moran Financial Advisors
Michigan
$701K -$36.1K -238 -5%
MPIM
700
McGinn Penninger Investment Management
Virginia
$701K +$701K +4,623 New
26 27
28
29 30