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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 %
CB
1226
Cooke & Bieler
Pennsylvania
– -$75.7M -477,000 Closed
Balyasny Asset Management
1227
Balyasny Asset Management
Illinois
– -$40.6M -256,169 Closed
MC
1228
Minot Capital
Colorado
– -$34.5M -217,786 Closed
Qube Research & Technologies (QRT)
1229
Qube Research & Technologies (QRT)
United Kingdom
– -$21.4M -134,780 Closed
SAS
1230
SMI Advisory Services
Indiana
– -$20.7M -130,754 Closed
Schroder Investment Management Group
1231
Schroder Investment Management Group
United Kingdom
– -$9.67M -60,944 Closed
Two Sigma Investments
1232
Two Sigma Investments
New York
– -$8.87M -55,900 Closed
E
1233
Ergoteles
New York
– -$7.57M -47,691 Closed
NL
1234
NEPC LLC
Massachusetts
– -$7.44M -46,919 Closed
Jane Street
1235
Jane Street
New York
– -$6.26M -39,454 Closed
ACP
1236
Aveo Capital Partners
Colorado
– -$5.2M -32,790 Closed
FTUS
1237
Flow Traders U.S.
New York
– -$3.07M -19,371 Closed
JWCA
1238
J.W. Cole Advisors
Florida
– -$2.89M -18,236 Closed
CG
1239
Cutler Group
California
– -$2.46M -15,483 Closed
ARG
1240
Advisory Resource Group
Oklahoma
– -$2.09M -13,182 Closed
TSS
1241
Two Sigma Securities
New York
– -$1.98M -12,495 Closed
QT
1242
Quantbot Technologies
New York
– -$1.89M -11,894 Closed
First Trust Advisors
1243
First Trust Advisors
Illinois
– -$1.81M -11,395 Closed
NAG
1244
Northstar Advisory Group
New Jersey
– -$1.79M -11,268 Closed
CCA
1245
Childress Capital Advisors
Texas
– -$1.68M -10,616 Closed
MPPLM
1246
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$1.58M -9,957 Closed
RBFC
1247
Roman Butler Fullerton & Co
Missouri
– -$1.36M -8,587 Closed
DMC
1248
Drexel Morgan & Co
Pennsylvania
– -$1.3M -8,164 Closed
BCM
1249
Beaumont Capital Management
Massachusetts
– -$1.22M -7,705 Closed
WCA
1250
Windsor Creek Advisors
Vermont
– -$1.21M -7,619 Closed
48 49
50
51 52