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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 %
VAS
1001
Vestmark Advisory Solutions
Massachusetts
$269K +$269K +1,698 New
MCM
1002
Monument Capital Management
Virginia
$268K -$2.47M -15,530 -90%
SWM
1003
Stockman Wealth Management
Montana
$266K – – –
MAWCM
1004
Mine & Arao Wealth Creation & Management
California
$265K – – –
BEAM
1005
Baker Ellis Asset Management
Washington
$264K – – –
APC
1006
Aspire Private Capital
North Carolina
$263K – – –
BA
1007
Bridge Advisory
California
$263K +$476 +3 +0.2%
CSIC
1008
Clifford Swan Investment Counsel
California
$261K – – –
WA
1009
Wealth Architects
California
$260K -$2.54K -16 -1%
MWM
1010
Madison Wealth Management
Ohio
$258K – – –
AIM
1011
Alhambra Investment Management
Florida
$256K -$1.91K -12 -0.7%
SCM
1012
Shelton Capital Management
Colorado
$255K – – –
BA
1013
Baugh & Associates
Georgia
$252K – – –
OSAM
1014
O'Shaughnessy Asset Management
Connecticut
$250K +$45.5K +287 +22%
DY
1015
Dowling & Yahnke
California
$249K – – –
PCA
1016
Providence Capital Advisors
North Carolina
$249K +$33.5K +211 +16%
FCA
1017
FLC Capital Advisors
California
$248K – – –
RRWA
1018
Rainey & Randall Wealth Advisors
Florida
$246K -$53.4K -337 -18%
BA
1019
Bristlecone Advisors
Washington
$246K +$246K +1,553 New
TC
1020
TownSquare Capital
Utah
$244K – – –
GFS
1021
GYL Financial Synergies
Connecticut
$244K +$244K +1,539 New
GSWM
1022
Golden State Wealth Management
California
$241K – – –
FAT
1023
First American Trust
California
$240K -$100K -631 -29%
PCM
1024
Poehling Capital Management
Wisconsin
$240K – – –
STB
1025
S&T Bank
Pennsylvania
$239K -$50.6K -319 -17%
39 40
41
42 43