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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 %
BO
976
BRR OpCo
Ohio
$292K -$13.5K -85 -4%
DA
977
Doliver Advisors
Texas
$291K +$291K +1,835 New
EPM
978
Elm Partners Management
Pennsylvania
$290K -$6.67K -42 -2%
RW
979
REDW Wealth
New Mexico
$290K – – –
GCA
980
Genesee Capital Advisors
New York
$290K +$290K +1,826 New
IA
981
IAM Advisory
Pennsylvania
$290K +$290K +1,826 New
PP
982
PDS Planning
Ohio
$287K +$634 +4 +0.2%
UTC
983
Unified Trust Company
Kentucky
$286K – – –
CT
984
Columbia Trust
Oregon
$284K – – –
LC
985
Lindbrook Capital
California
$283K – – –
SIC
986
Salem Investment Counselors
North Carolina
$283K – – –
MWM
987
Merriman Wealth Management
Washington
$283K +$18.6K +117 +7%
CM
988
Cornerstone Management
Georgia
$282K -$793 -5 -0.3%
HCM
989
Hollencrest Capital Management
California
$281K – – –
RP
990
Rice Partnership
Hawaii
$281K – – –
CAM
991
Cozad Asset Management
Illinois
$279K – – –
CIC
992
Carnegie Investment Counsel
Ohio
$277K -$162K -1,024 -37%
M
993
MOTCO
Texas
$275K -$10.3K -65 -4%
JSL
994
JT Stratford LLC
Georgia
$272K -$53.2K -335 -16%
FCA
995
FinTrust Capital Advisors
South Carolina
$272K – – –
WFAG
996
Wescott Financial Advisory Group
Pennsylvania
$272K +$272K +1,705 New
ED
997
Exane Derivatives
France
$272K +$17.8K +112 +7%
NAM
998
NorthCoast Asset Management
Connecticut
$271K +$31.1K +196 +13%
SPP
999
Single Point Partners
Massachusetts
$269K +$476 +3 +0.2%
RDFA
1000
Ritter Daniher Financial Advisory
Ohio
$269K +$15.8K +100 +6%
38 39
40
41 42