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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 %
NP
251
NorthRock Partners
Minnesota
$5.41M -$58K -424 -1%
Mackenzie Financial
252
Mackenzie Financial
Ontario, Canada
$5.36M – – –
WT
253
Whittier Trust
California
$5.36M +$317K +2,320 +6%
IAA
254
Ironsides Asset Advisors
North Carolina
$5.33M – – –
SCM
255
SOL Capital Management
Maryland
$5.32M +$61.5K +450 +1%
SFG
256
Sunburst Financial Group
Alabama
$5.26M – – –
CDIA
257
Capital Directions Investment Advisors
Georgia
$5.22M -$5.61K -41 -0.1%
CWM
258
Chicago Wealth Management
Illinois
$5.16M +$116K +845 +2%
TW
259
Towerpoint Wealth
California
$5.15M +$240K +1,755 +5%
ACA
260
Anchor Capital Advisors
Massachusetts
$5.13M +$3.4M +24,887 +197%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
261
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.11M +$1.72M +12,600 +51%
EC
262
Estate Counselors
Wisconsin
$5.1M -$5.32M -38,905 -51%
UWPG
263
Ullmann Wealth Partners Group
Florida
$5.1M -$420K -3,072 -8%
BG
264
Berry Group
Massachusetts
$5.07M +$117K +859 +2%
SWRP
265
Summit Wealth & Retirement Planning
California
$5.04M -$120K -875 -2%
CCWA
266
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.01M +$199K +1,455 +4%
S
267
SignatureFD
Georgia
$5.01M -$68.1K -498 -1%
VWA
268
Visionary Wealth Advisors
Illinois
$4.96M +$1.24M +9,086 +33%
AL
269
Aspiriant LLC
California
$4.91M -$18K -132 -0.4%
AIA
270
Arbor Investment Advisors
North Carolina
$4.91M – – –
Macquarie Group
271
Macquarie Group
Australia
$4.86M +$4.86M +35,521 New
MCWS
272
McKinley Carter Wealth Services
West Virginia
$4.82M +$4.82M +35,279 New
Jane Street
273
Jane Street
New York
$4.82M -$1.96M -14,302 -29%
BAMG
274
Brand Asset Management Group
Missouri
$4.75M -$20.6K -151 -0.4%
TG
275
TCW Group
California
$4.75M +$4.75M +34,704 New
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