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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 %
OWM
326
Opes Wealth Management
California
$3.29M -$731K -5,350 -18%
Thrivent Financial for Lutherans
327
Thrivent Financial for Lutherans
Minnesota
$3.29M -$515K -3,768 -14%
GL
328
Graypoint LLC
New York
$3.29M +$5.47K +40 +0.2%
WAM
329
Wakefield Asset Management
Colorado
$3.28M +$3.28M +24,003 New
PO
330
Private Ocean
California
$3.24M -$192K -1,402 -6%
ATPW
331
Ashton Thomas Private Wealth
Arizona
$3.23M +$3.23M +23,646 New
KAH
332
Kathryn A. Hall
$3.23M – – –
WFA
333
Wellspring Financial Advisors
Ohio
$3.23M – – –
CG
334
Cutler Group
California
$3.21M +$3.21M +23,476 New
CS
335
Comerica Securities
Michigan
$3.2M -$87.5K -640 -3%
AIM
336
Acropolis Investment Management
Missouri
$3.19M +$111K +815 +4%
SBSB
337
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.14M -$72.1K -527 -2%
CFA
338
Cahill Financial Advisors
Minnesota
$3.13M +$164K +1,203 +6%
NAG
339
Northstar Advisory Group
New Jersey
$3.12M +$3.12M +22,838 New
RM
340
Resource Management
Louisiana
$3.11M -$311K -2,274 -9%
1IA
341
1834 Investment Advisors
Wisconsin
$3.08M -$410 -3 -0%
ACA
342
Affinity Capital Advisors
California
$3.06M -$840K -6,145 -22%
FPS
343
Fieldpoint Private Securities
Connecticut
$3.06M +$1.19M +8,709 +64%
PA
344
Parkside Advisors
California
$3.01M -$275K -2,011 -8%
SFA
345
Sequoia Financial Advisors
Ohio
$2.99M +$26.1K +191 +0.9%
SIA
346
Stegner Investment Associates
Kentucky
$2.98M – – –
PCG
347
Private Capital Group
Connecticut
$2.97M +$173K +1,262 +6%
BAM
348
Berkshire Asset Management
Pennsylvania
$2.96M +$203K +1,485 +7%
OIA
349
OneDigital Investment Advisors
Kansas
$2.94M -$85.1K -611 -3%
HCM
350
HM Capital Management
Missouri
$2.93M – – –
12 13
14
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