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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CM
76
Castleark Management
Illinois
$40.2M 265,000 – –
SPIA
77
Steward Partners Investment Advisory
New York
$39.2M 258,336 +28,571 +12%
Comerica Bank
78
Comerica Bank
Texas
$39.1M 249,482 -25,544 -9%
PI
79
Putnam Investments
Massachusetts
$38.6M 255,007 +190,038 +293%
CFB
80
Cullen/Frost Bankers
Texas
$38.3M 252,683 +5,118 +2%
NFG
81
Nadler Financial Group
Illinois
$37.5M 247,477 -2,567 -1%
Rafferty Asset Management
82
Rafferty Asset Management
New York
$37.3M 245,824 -7,431 -3%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$36.2M 238,871 -7,558 -3%
RWB
84
RMR Wealth Builders
New Jersey
$35.7M 235,463 +144,589 +159%
KeyBank National Association
85
KeyBank National Association
Ohio
$35.5M 234,047 -12,448 -5%
MCM
86
MV Capital Management
Maryland
$35.3M 233,111 +108,326 +87%
BGIM
87
Brandywine Global Investment Management
Pennsylvania
$34.7M 228,739 +7,525 +3%
MC
88
Minot Capital
Colorado
$34.3M 226,126 -2,833 -1%
TPWA
89
TRUE Private Wealth Advisors
Oregon
$33.7M 222,381 +82,552 +59%
AIA
90
Alera Investment Advisors
Illinois
$33.6M 221,534 +21,687 +11%
MG
91
Mather Group
Illinois
$33.4M 220,668 -25,398 -10%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$33.4M 220,116 -44,281 -17%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$33.2M 219,336 +4,587 +2%
CC
94
Cassaday & Co
Virginia
$32.8M 216,299 -172 -0.1%
William Blair & Company
95
William Blair & Company
Illinois
$32.2M 212,332 -571 -0.3%
CFM
96
Comprehensive Financial Management
California
$31.9M 210,233 – –
FA
97
FDx Advisors
Illinois
$31.5M 207,838 -6,913 -3%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$31M 204,346 +8,596 +4%
LFWA
99
LBJ Family Wealth Advisors
Texas
$30.1M 198,916 +561 +0.3%
RFC
100
Regions Financial Corp
Alabama
$29.9M 197,001 +26,088 +15%
2 3
4
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