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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 %
TWM
276
Tolleson Wealth Management
Texas
$4.71M – – –
CWM
277
Cahaba Wealth Management
Georgia
$4.65M -$99.2K -707 -2%
BPCE
278
Bank Pictet & Cie (Europe)
Germany
$4.63M – – –
NNP
279
Nachman Norwood & Parrott
South Carolina
$4.62M +$45.5K +333 +1%
ASW
280
Astoria Strategic Wealth
Texas
$4.61M -$131K -958 -3%
GLA
281
Great Lakes Advisors
Illinois
$4.58M +$8.34K +61 +0.2%
CAS
282
Coppell Advisory Solutions
Texas
$4.53M +$4.53M +33,130 New
C
283
Certuity
Florida
$4.52M +$1.05M +7,656 +30%
TCPWM
284
Traverso Chambers Private Wealth Management
California
$4.52M +$409K +2,989 +10%
N
285
Natixis
France
$4.49M +$361K +2,639 +9%
WCAMG
286
Woodard & Company Asset Management Group
North Carolina
$4.49M +$145K +1,060 +3%
MA
287
Montag & Associates
Georgia
$4.49M +$1.23M +8,968 +38%
HWA
288
Hillcrest Wealth Advisors
New Jersey
$4.45M -$159K -1,164 -3%
DMC
289
Drexel Morgan & Co
Pennsylvania
$4.42M -$900K -6,579 -17%
IWM
290
IHT Wealth Management
Illinois
$4.42M +$126K +918 +3%
MPM
291
Meritage Portfolio Management
Kansas
$4.38M -$15.7K -115 -0.4%
RCAG
292
Rehmann Capital Advisory Group
Michigan
$4.37M -$27.6K -202 -0.6%
PWPS
293
Pinnacle Wealth Planning Services
Ohio
$4.37M -$138K -1,006 -3%
RIL
294
Rothschild Investment LLC
Illinois
$4.34M -$80.5K -589 -2%
Deutsche Bank
295
Deutsche Bank
Germany
$4.27M +$4.25M +31,057 +14,931%
MAS
296
Managed Account Services
Florida
$4.27M +$427K +3,009 +11%
MGIA
297
Moneta Group Investment Advisors
Missouri
$4.24M +$319K +2,335 +8%
ZB
298
Zions Bancorporation
Utah
$4.24M -$1.14M -8,321 -21%
A
299
AdvicePeriod
California
$4.14M -$66.9K -489 -2%
CB
300
Community Bank
New York
$4.07M -$217K -1,585 -5%
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