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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 %
KIA
826
KCM Investment Advisors
California
$498K -$102K -643 -17%
BI
827
Berkeley Inc
Idaho
$496K +$159 +1 +0%
TCM
828
Towercrest Capital Management
Pennsylvania
$496K -$18.1K -114 -4%
RWP
829
RWA Wealth Partners
Massachusetts
$496K – – –
FIM
830
Fernwood Investment Management
Massachusetts
$491K – – –
SAG
831
Spotlight Asset Group
Illinois
$490K – – –
BFG
832
Berger Financial Group
Minnesota
$489K +$489K +3,082 New
Fiera Capital (Canada)
833
Fiera Capital (Canada)
Quebec, Canada
$486K -$112K -704 -19%
MSAM
834
Moloney Securities Asset Management
Missouri
$477K -$264K -1,660 -36%
FSA
835
Financial Services Advisory
Maryland
$476K +$476K +3,003 New
NCM
836
Narwhal Capital Management
Georgia
$471K -$47.6K -300 -9%
UIA
837
UBP Investment Advisors
Switzerland
$470K – – –
FC
838
Forte Capital
New York
$465K – – –
SHGA
839
Sand Hill Global Advisors
California
$462K – – –
LFAS
840
Level Four Advisory Services
Texas
$461K -$155K -979 -25%
SG
841
StoneX Group
New York
$457K -$8.72K -55 -2%
IA
842
Insight Advisors
Pennsylvania
$457K +$17.1K +107 +4%
HH
843
Hilltop Holdings
Texas
$456K – – –
BAM
844
Belpointe Asset Management
Nevada
$454K -$12.4K -78 -3%
CFS
845
CRA Financial Services
New Jersey
$454K +$32.2K +203 +8%
FNBT
846
FineMark National Bank & Trust
Florida
$453K -$17.3K -109 -4%
OPW
847
Oxler Private Wealth
New York
$450K +$19.8K +125 +5%
FNT
848
First National Trust
Pennsylvania
$449K -$47.6K -300 -10%
ZIM
849
Zacks Investment Management
Illinois
$449K -$41.6K -262 -8%
TAM
850
Townsend Asset Management
North Carolina
$448K +$2.22K +14 +0.5%
32 33
34
35 36