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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 %
DWM
1051
Destination Wealth Management
California
$221K -$58K -366 -21%
JGIA
1052
Jackson Grant Investment Advisers
Connecticut
$219K +$633 +4 +0.3%
LA
1053
LexAurum Advisors
Kansas
$219K +$219K +1,379 New
NB
1054
NBT Bank
New York
$218K – – –
LWM
1055
Liberty Wealth Management
California
$218K +$8.25K +52 +4%
GIP
1056
Greatmark Investment Partners
Georgia
$217K +$7.31K +46 +3%
ACI
1057
Alpha Cubed Investments
California
$216K +$4.91K +31 +2%
CWP
1058
Curated Wealth Partners
California
$215K +$215K +1,358 New
MWP
1059
Madison Wealth Partners
Wisconsin
$214K +$214K +1,346 New
BCA
1060
Bay Colony Advisors
Massachusetts
$214K +$214K +1,348 New
RCA
1061
Rex Capital Advisors
Rhode Island
$213K -$49.4K -312 -19%
SNB
1062
Security National Bank
Nebraska
$213K – – –
PP
1063
Pegasus Partners
Wisconsin
$212K -$15.9K -100 -7%
SCA
1064
Stonebridge Capital Advisors
Minnesota
$212K +$106K +684 +100%
AC
1065
Apella Capital
Connecticut
$211K – – –
AF
1066
Apexium Financial
Texas
$211K – – –
Luther King Capital Management (LKCM)
1067
Luther King Capital Management (LKCM)
Texas
$211K -$314K – –
CIC
1068
Cornercap Investment Counsel
Georgia
$210K -$48.6K -306 -19%
MYIA
1069
Mount Yale Investment Advisors
Colorado
$209K +$209K +1,319 New
MG
1070
MilWealth Group
Wisconsin
$209K – – –
HHGA
1071
Halbert Hargrove Global Advisors
California
$208K +$208K +1,313 New
SSWM
1072
Smith Salley Wealth Management
North Carolina
$207K -$3.01K -19 -1%
AIP
1073
ARS Investment Partners
New York
$206K +$206K +1,298 New
LA
1074
LVW Advisors
New York
$206K +$206K +1,301 New
GC
1075
Gilbert & Cook
Iowa
$205K +$205K +1,293 New
41 42
43
44 45