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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,222 hedge funds and large institutions have $41.5B invested in iShares Russell 1000 Value ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 473 increasing their positions, 380 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
+32
Holders Change %
+2.69%
% of All Funds
21.33%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.5%
New
93
Increased
473
Reduced
380
Closed
47
Calls
$109M
Puts
$73.6M
Net Calls
+$35.7M
Net Calls Change
+$21.4M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$228M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$186M
3
MB
Mizuho Bank
Japan
+$143M
4
JHU
Johns Hopkins University
Maryland
+$136M
5
Bank of America
Bank of America
North Carolina
+$134M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$413M
2
American Century Companies
American Century Companies
Missouri
-$348M
3
Citigroup
Citigroup
New York
-$209M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$122M
5
AC
Allstate Corporation
Illinois
-$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
801
International Assets Investment Management
Florida
$538K -$455K -2,865 -46%
JIP
802
Jaffetilchin Investment Partners
Florida
$538K +$269K +1,820 +100%
DBT
803
Dubuque Bank & Trust
Iowa
$537K -$150K -945 -22%
CC
804
Chicago Capital
Illinois
$536K +$67.7K +427 +14%
OWA
805
One Wealth Advisors
California
$536K +$152K +960 +40%
CHC
806
City Holding Co
West Virginia
$535K +$107K +677 +25%
CIAS
807
Capital Investment Advisory Services
North Carolina
$534K – – –
SEEDPG
808
S.E.E.D. Planning Group
New York
$533K – – –
WW
809
Waterfront Wealth
Kansas
$529K – – –
KF
810
Krilogy Financial
Missouri
$527K -$5.87K -37 -1%
ACA
811
Atlas Capital Advisors
Wyoming
$527K +$527K +3,321 New
ACS
812
Archford Capital Strategies
Illinois
$521K – – –
LIM
813
Leavell Investment Management
Alabama
$517K – – –
CFGS
814
Concourse Financial Group Securities
Alabama
$516K -$145K -914 -22%
RCA
815
Resonant Capital Advisors
Wisconsin
$515K – – –
BS
816
Boenning & Scattergood
Pennsylvania
$512K +$171K +1,075 +50%
WLPWM
817
Walled Lake Planning & Wealth Management
Illinois
$505K -$5.23K -33 -1%
EWP
818
Engrave Wealth Partners
Texas
$505K +$39.5K +249 +8%
FTC
819
Farmers Trust Company
Ohio
$504K – – –
TW
820
Transform Wealth
Colorado
$503K +$503K +3,168 New
Charles Schwab
821
Charles Schwab
California
$500K -$103K -650 -17%
CNC
822
Citizens & Northern Corp
Pennsylvania
$500K – – –
CCT
823
Capital City Trust
Florida
$500K – – –
FFN
824
Focus Financial Network
Minnesota
$500K -$5.23K -33 -1%
BFA
825
Bragg Financial Advisors
North Carolina
$499K +$65.7K +414 +15%
31 32
33
34 35