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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
$4.52B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.01B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$161M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
$336M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$7.11B
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.84B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.91B
4
AC
Allstate Corporation
Illinois
$88M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
1201
ClearBridge Investments
New York
– -$2.63M -19,201 Closed
ACM
1202
Anfield Capital Management
California
– -$1.95M -14,290 Closed
Twin Tree Management
1203
Twin Tree Management
Texas
– -$1.9M -13,902 Closed
LWCFA
1204
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$1.78M -12,993 Closed
BSSFA
1205
Baron Silver Stevens Financial Advisors
Florida
– -$1.39M -10,163 Closed
Pzena Investment Management
1206
Pzena Investment Management
New York
– -$1.32M -9,630 Closed
NISOA
1207
National Investment Services of America
Wisconsin
– -$1.17M -8,519 Closed
MPPLM
1208
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$1.03M -7,501 Closed
WTB
1209
Washington Trust Bank
Washington
– -$926K -6,769 Closed
HPC
1210
Hobart Private Capital
North Carolina
– -$888K -6,494 Closed
VAS
1211
Vestmark Advisory Solutions
Massachusetts
– -$882K -6,453 Closed
MHI
1212
Miller Howard Investments
New York
– -$741K -5,420 Closed
CIM
1213
Confluence Investment Management
Missouri
– -$701K -5,129 Closed
BZWA
1214
Blue Zone Wealth Advisors
California
– -$523K -3,828 Closed
RI
1215
Ridgewood Investments
New Jersey
– -$423K -3,581 Closed
TGAM
1216
TBH Global Asset Management
Tennessee
– -$459K -3,359 Closed
BCM
1217
Bayesian Capital Management
New York
– -$438K -3,200 Closed
Millennium Management
1218
Millennium Management
New York
– -$390K -2,854 Closed
QC
1219
QCM Cayman
Texas
– -$380K -2,777 Closed
FI
1220
FormulaFolio Investments
Michigan
– -$354K -2,593 Closed
DIA
1221
Dana Investment Advisors
Wisconsin
– -$321K -2,345 Closed
KFP
1222
KMG Fiduciary Partners
Ohio
– -$312K -2,296 Closed
LA
1223
LVW Advisors
New York
– -$313K -2,288 Closed
PWP
1224
Private Wealth Partners
California
– -$297K -2,171 Closed
Fayez Sarofim & Co
1225
Fayez Sarofim & Co
Texas
– -$291K -2,126 Closed
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