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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 %
MA
926
MCF Advisors
Kentucky
$301K -$2.12K -14 -0.7%
DC
927
Davenport & Co
Virginia
$301K – – –
OWM
928
Orgel Wealth Management
Wisconsin
$300K – – –
LWM
929
Lyell Wealth Management
California
$300K +$300K +1,980 New
CCM
930
Covington Capital Management
California
$299K – – –
ME
931
McIlrath & Eck
Washington
$297K – – –
MCCP
932
Mission Creek Capital Partners
California
$295K +$152 +1 +0.1%
DJSG
933
D.J. St. Germain
Massachusetts
$293K -$159K -1,052 -35%
MOS
934
MGO One Seven
Ohio
$293K -$8.32K -55 -3%
BO
935
BRR OpCo
Ohio
$292K – – –
VCM
936
Vigilant Capital Management
Maine
$291K – – –
WCFA
937
Walkner Condon Financial Advisors
Wisconsin
$290K – – –
WTFG
938
Wells Trecaso Financial Group
Ohio
$289K – – –
FC
939
Fusion Capital
South Carolina
$289K +$289K +1,907 New
CCM
940
Canal Capital Management
Virginia
$288K +$911 +6 +0.3%
MC
941
Matisse Capital
Oregon
$287K – – –
RMDI
942
R.M. Davis Inc
Maine
$286K -$26.5K -175 -8%
RRWA
943
Rainey & Randall Wealth Advisors
Florida
$286K +$60.6K +400 +27%
MRCM
944
M&R Capital Management
New Jersey
$286K +$125K +829 +78%
First Manhattan
945
First Manhattan
New York
$283K -$12K -79 -4%
EPM
946
Elm Partners Management
Pennsylvania
$283K -$8.79K -58 -3%
GT
947
Greenleaf Trust
Michigan
$283K – – –
MW
948
MBL Wealth
North Carolina
$282K -$4.55K -30 -2%
ATWA
949
Arbor Trust Wealth Advisors
Michigan
$281K – – –
FPB
950
First PREMIER Bank
South Dakota
$280K – – –
36 37
38
39 40