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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
1
Wells Fargo
California
$930M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.19B
3
MB
3
Mizuho Bank
Japan
$143M
4
JHU
4
Johns Hopkins University
Maryland
$136M
5
Bank of America
5
Bank of America
North Carolina
$7.57B

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$160M
2
American Century Companies
2
American Century Companies
Missouri
$157M
3
Citigroup
3
Citigroup
New York
$313M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$46.1M
5
AC
5
Allstate Corporation
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
176
Principal Financial Group
Iowa
$12.3M +$2.45M +15,459 +25%
TPCW
177
TD Private Client Wealth
New York
$12.2M +$801K +5,049 +7%
UB
178
UMB Bank
Missouri
$12.1M +$1.45M +9,166 +14%
BWCS
179
Beirne Wealth Consulting Services
Connecticut
$12.1M -$1.01M -6,390 -8%
LW
180
Linscomb Wealth
Texas
$12.1M +$63.6K +401 +0.5%
WSTAM
181
Wilbanks Smith & Thomas Asset Management
Virginia
$12.1M +$732K +4,612 +6%
RhumbLine Advisers
182
RhumbLine Advisers
Massachusetts
$12M -$779K -4,914 -6%
PI
183
Putnam Investments
Massachusetts
$12M -$28.4M -179,175 -70%
TA
184
Tiedemann Advisors
New York
$12M +$3.97K +25 +0%
MGIA
185
Moneta Group Investment Advisors
Missouri
$11.9M +$143K +901 +1%
PA
186
Prism Advisors
California
$11.9M – – –
AF
187
Affiance Financial
Minnesota
$11.9M +$1.17M +7,406 +11%
IP
188
Investment Partners
Ohio
$11.7M -$242K -1,523 -2%
GMA
189
Goldstein Munger & Associates
California
$11.6M – – –
MBT
190
Montecito Bank & Trust
California
$11.6M +$276K +1,737 +2%
CI
191
CX Institutional
Indiana
$11.5M +$6.49M +40,905 +129%
TRCT
192
Tower Research Capital (TRC)
New York
$11.5M +$11.3M +71,549 +9,256%
MAM
193
Marquette Asset Management
Minnesota
$11.3M -$30.8K -194 -0.3%
JBA
194
Johnson Bixby & Associates
Washington
$11.2M +$1.58M +9,816 +16%
Natixis Advisors
195
Natixis Advisors
Massachusetts
$11.1M +$991K +6,248 +10%
HCM
196
HMS Capital Management
Tennessee
$10.9M +$4.94M +31,121 +82%
EWA
197
EP Wealth Advisors
California
$10.8M +$10.5K +66 +0.1%
DI
198
Disciplined Investments
Oklahoma
$10.8M -$28.2K -178 -0.3%
APP
199
Avantax Planning Partners
Iowa
$10.7M -$70.3K -443 -0.7%
FHA
200
First Horizon Advisors
Tennessee
$10.7M -$201K -1,268 -2%
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