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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 %
HR
301
Hardy Reed
Mississippi
$4.06M +$48.4K +354 +1%
Two Sigma Investments
302
Two Sigma Investments
New York
$3.99M -$6.95M -50,800 -64%
SCCM
303
Schafer Cullen Capital Management
New York
$3.91M +$3.91M +28,573 New
NCG
304
Newport Capital Group
New Jersey
$3.91M +$3.91M +28,569 New
CA
305
Cornerstone Advisory
Maryland
$3.85M -$49.6K -363 -1%
SIM
306
SSI Investment Management
California
$3.85M +$30.9K +226 +0.8%
DPI
307
Diversified Portfolios Inc
Michigan
$3.84M -$161K -1,179 -4%
CCT
308
Chemung Canal Trust
New York
$3.83M +$1.17M +8,558 +44%
QCM
309
Quest Capital Management
Texas
$3.83M +$166K +1,217 +5%
BFM
310
Broadview Financial Management
Wisconsin
$3.77M +$2.19K +16 +0.1%
HDIM
311
Hanson & Doremus Investment Management
Vermont
$3.75M +$49.2K +360 +1%
AMG
312
Asset Management Group
Connecticut
$3.74M +$14.8K +108 +0.4%
AWA
313
Alta Wealth Advisors
Massachusetts
$3.7M +$3.7M +27,074 New
Diamond Hill Capital Management
314
Diamond Hill Capital Management
Ohio
$3.62M +$3.62M +26,503 New
PFM
315
Parsec Financial Management
North Carolina
$3.61M +$3.35M +24,464 +1,273%
SFG
316
Sage Financial Group
Pennsylvania
$3.58M +$39.9K +292 +1%
FHB
317
First Hawaiian Bank
Hawaii
$3.57M – – –
AIFAIM
318
American Institute for Advanced Investment Management
Arizona
$3.52M +$379K +2,774 +12%
LCM
319
Logan Capital Management
Pennsylvania
$3.48M +$2.55M +18,651 +275%
Bessemer Group
320
Bessemer Group
New Jersey
$3.45M +$411K +3,004 +14%
OFS
321
Oldfather Financial Services
Nebraska
$3.41M +$89.7K +632 +3%
SHWM
322
Smith & Howard Wealth Management
Georgia
$3.39M -$109K -800 -3%
HFP
323
Holistic Financial Partners
Indiana
$3.36M -$51.1K -374 -2%
SGCA
324
Steel Grove Capital Advisors
Tennessee
$3.35M +$3.35M +24,488 New
JFG
325
JMG Financial Group
Illinois
$3.3M -$111K -814 -3%
11 12
13
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