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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,147 hedge funds and large institutions have $34.4B invested in iShares Russell 1000 Value ETF in 2020 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 398 increasing their positions, 310 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+149
Holders Change %
+14.93%
% of All Funds
20.35%
Holding in Top 10
79
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.27%
% of All Funds
1.4%
New
217
Increased
398
Reduced
310
Closed
47
Calls
$214M
Puts
$149M
Net Calls
+$64.2M
Net Calls Change
+$412M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$468M
2
BlackRock
BlackRock
New York
+$340M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$140M
4
Northern Trust
Northern Trust
Illinois
+$140M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$106M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$421M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$193M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$139M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
-$38.5M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
226
XML Financial
Maryland
$6.48M +$448K +3,277 +7%
Franklin Resources
227
Franklin Resources
California
$6.45M +$303K +2,216 +5%
BOS
228
Bingham Osborn & Scarborough
California
$6.44M -$594K -4,341 -8%
SBH
229
Segall Bryant & Hamill
Illinois
$6.42M -$371K -2,708 -5%
PRWA
230
Platte River Wealth Advisors
Colorado
$6.3M +$1.19M +8,440 +23%
ECG
231
Edge Capital Group
Georgia
$6.23M +$43.8K +320 +0.7%
Loomis, Sayles & Company
232
Loomis, Sayles & Company
Massachusetts
$6.23M -$172K -1,256 -3%
HB
233
Homrich & Berg
Georgia
$6.23M +$2.3M +16,793 +58%
NW
234
NewEdge Wealth
Pennsylvania
$6.22M +$6.22M +45,459 New
PA
235
Parallel Advisors
California
$6.13M -$863K -6,312 -12%
IWA
236
Independence Wealth Advisors
Virginia
$6.08M +$209K +1,531 +4%
OPS
237
Orion Portfolio Solutions
Nebraska
$6.05M +$241K +1,764 +4%
BAAM
238
Baker Avenue Asset Management
California
$5.97M -$182K -1,333 -3%
WTC
239
WhitTier Trust Company
Nevada
$5.93M -$19.7K -144 -0.3%
MA
240
MUFG Americas
New York
$5.91M +$51.7K +378 +0.9%
SQA
241
Simon Quick Advisors
New Jersey
$5.85M -$246K -1,799 -4%
FA
242
FC Advisory
Pennsylvania
$5.85M -$545K -3,988 -9%
Fiera Capital (Canada)
243
Fiera Capital (Canada)
Quebec, Canada
$5.79M -$656K -4,797 -10%
HCMT
244
Highland Capital Management (Tennessee)
Tennessee
$5.73M +$37.2K +272 +0.7%
RTS
245
Round Table Services
New Jersey
$5.72M +$196K +1,432 +4%
1WM
246
1900 Wealth Management
Texas
$5.68M +$5.68M +41,524 New
CG
247
Colony Group
Massachusetts
$5.67M +$481K +3,517 +9%
SFM
248
Signet Financial Management
New Jersey
$5.66M -$8.62K -63 -0.2%
KWM
249
Kingsview Wealth Management
Oregon
$5.61M +$909K +6,646 +19%
NA
250
NewEdge Advisors
Louisiana
$5.5M +$4.64M +33,914 +535%
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