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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,222 hedge funds and large institutions have $41.7B invested in iShares Russell 1000 Value ETF in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 448 increasing their positions, 380 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
–
Holders Change %
0%
% of All Funds
21.46%
Holding in Top 10
91
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.81%
% of All Funds
1.6%
New
75
Increased
448
Reduced
380
Closed
57
Calls
$85.3M
Puts
$160M
Net Calls
-$74.4M
Net Calls Change
-$110M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$540M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.24B
3
Morgan Stanley
Morgan Stanley
New York
$4.84B
4
JHU
Johns Hopkins University
Maryland
$294M
5
Wells Fargo
Wells Fargo
California
$1.01B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.98B
2
MB
Mizuho Bank
Japan
$0
3
AssetMark Inc
AssetMark Inc
California
$53K
4
CB
Cooke & Bieler
Pennsylvania
$0
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDFR
1201
Lehman & Derafelo Financial Resources
Pennsylvania
$11K – – –
BA
1202
Ballast Advisors
Minnesota
$10K – – –
EWM
1203
Endurance Wealth Management
Rhode Island
$9K – – –
IFAM
1204
Institutional & Family Asset Management
Colorado
$8K – – –
AWM
1205
Atticus Wealth Management
Florida
$7K – – –
CAL
1206
Capital Analysts LLC
Pennsylvania
$7K – – –
CA
1207
Crewe Advisors
Utah
$6K – – –
TVWM
1208
Tower View Wealth Management
Wisconsin
$6K – – –
GIP
1209
Granite Investment Partners
California
$5K – – –
BIA
1210
Bell Investment Advisors
California
$5K +$5K +34 New
IHWM
1211
Iron Horse Wealth Management
Iowa
$4K – – –
CFN
1212
Cordasco Financial Network
Florida
$4K – – –
TCM
1213
Tradewinds Capital Management
Washington
$4K – – –
CA
1214
Centerpoint Advisors
Massachusetts
$4K +$4K +26 New
TFA
1215
Toth Financial Advisory
Virginia
$3K – – –
CWP
1216
Concord Wealth Partners
Virginia
$2K – – –
PCFFS
1217
Pacific Center for Financial Services
California
$2K – – –
GKWIM
1218
Gerber Kawasaki Wealth & Investment Management
California
$2K +$2K +2 New
PAIM
1219
Punch & Associates Investment Management
Minnesota
$2K +$2K +12 New
AFS
1220
Annapolis Financial Services
Maryland
$1K – – –
SIS
1221
Sound Income Strategies
Florida
$1K – – –
BCMIO
1222
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1K +8 New
BBHC
1223
Brown Brothers Harriman & Co
New York
$845 +$546 +3,487 +182%
WIM
1224
Westside Investment Management
California
$62 – – –
MB
1225
Mizuho Bank
Japan
– -$143M -900,000 Closed
47 48
49
50 51