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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 %
SWM
976
Stockman Wealth Management
Montana
$254K – – –
MWM
977
Merriman Wealth Management
Washington
$253K -$157K -1,035 -38%
MAWCM
978
Mine & Arao Wealth Creation & Management
California
$253K +$253K +1,670 New
BEAM
979
Baker Ellis Asset Management
Washington
$252K – – –
APC
980
Aspire Private Capital
North Carolina
$252K – – –
BA
981
Bridge Advisory
California
$251K -$20M -132,093 -99%
WA
982
Wealth Architects
California
$251K -$602K -3,974 -71%
RCA
983
Rex Capital Advisors
Rhode Island
$251K – – –
IWS
984
Insight Wealth Strategies
California
$251K +$304 +2 +0.1%
CAG
985
Csenge Advisory Group
Florida
$250K -$121K -779 -33%
CSIC
986
Clifford Swan Investment Counsel
California
$249K – – –
FSA
987
Fort Sheridan Advisors
Illinois
$249K +$249K +1,644 New
CIC
988
Cornercap Investment Counsel
Georgia
$247K -$122K -803 -33%
MWM
989
Madison Wealth Management
Ohio
$247K -$2.12K -14 -0.9%
AIM
990
Alhambra Investment Management
Florida
$246K +$246K +1,624 New
SC
991
Scotia Capital
Ontario, Canada
$243K – – –
SCM
992
Shelton Capital Management
Colorado
$243K +$243K +1,606 New
FNB
993
Farmers National Bank
Kentucky
$242K -$5.15K -34 -2%
RDFA
994
Ritter Daniher Financial Advisory
Ohio
$242K +$12.1K +80 +5%
ED
995
Exane Derivatives
France
$242K +$242K +1,595 New
BA
996
Baugh & Associates
Georgia
$241K – – –
DY
997
Dowling & Yahnke
California
$238K – – –
FCA
998
FLC Capital Advisors
California
$237K +$237K +1,564 New
PA
999
PFG Advisors
Arizona
$235K +$9.41K +62 +4%
TC
1000
TownSquare Capital
Utah
$233K -$48.4K -320 -17%
38 39
40
41 42