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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
1
Alaska Permanent Fund
Alaska
$547M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.52B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.01B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$161M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$336M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.11B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.84B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.91B
4
AC
4
Allstate Corporation
Illinois
$88M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
1SB
51
1ST Source Bank
Indiana
$80.7M +$1.66M +10,979 +2%
VFA
52
Valeo Financial Advisors
Indiana
$69.5M +$172K +1,137 +0.2%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$67.2M -$2.05M -13,514 -3%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$64.2M +$63.2M +409,807 +6,566%
ECM
55
ExodusPoint Capital Management
New York
$62.8M +$50.2M +331,477 +399%
BDF
56
Balasa Dinverno & Foltz
$62.7M -$2.61M -17,231 -4%
SGAM
57
Stephens Group Asset Management
Arkansas
$62.7M +$1.08M +7,140 +2%
Bank of Nova Scotia
58
Bank of Nova Scotia
Ontario, Canada
$61.9M +$6.38M +42,120 +11%
PAS
59
Park Avenue Securities
New York
$59.1M -$1.31M -8,668 -2%
Mariner
60
Mariner
Kansas
$57.2M -$2.54M -16,757 -4%
PAG
61
Private Advisor Group
New Jersey
$55.8M -$1.28M -8,471 -2%
CMA
62
Cedar Mountain Advisors
Oregon
$55.3M +$657K +4,337 +1%
LOAMU
63
Lombard Odier Asset Management (USA)
New York
$54.9M +$54.9M +362,100 New
BIM
64
Bridges Investment Management
Nebraska
$53.9M -$271K -1,787 -0.5%
CL
65
Choreo LLC
Illinois
$49.5M +$1.53M +10,112 +3%
BUB
66
BBVA USA Bancshares
Texas
$45.4M -$3.56M -23,513 -7%
AP
67
Advisors Preferred
Maryland
$45M +$45M +294,521 New
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$44.4M +$24.3M +160,273 +121%
LC
69
Landaas & Company
Wisconsin
$43.7M +$4.43M +29,257 +11%
Brown Advisory
70
Brown Advisory
Maryland
$43.3M -$27.8M -183,669 -39%
FBFS
71
First Business Financial Services
Wisconsin
$41.6M +$1.95M +12,874 +5%
SWPG
72
Strategic Wealth Partners Group
Illinois
$41.5M +$2.45M +16,159 +6%
G
73
Gainplan
Michigan
$41.4M +$41.4M +273,200 New
WRTC
74
Wind River Trust Company
Wyoming
$41.3M -$788K -5,200 -2%
KAS
75
Kestra Advisory Services
Texas
$40.3M -$9.53M -62,895 -19%
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