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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 %
SWA
351
SOA Wealth Advisors
New York
$2.92M +$2.92M +20,334 New
DADC
352
D.A. Davidson & Co
Montana
$2.91M -$26.3K -192 -0.9%
BFG
353
Beacon Financial Group
Texas
$2.87M +$6.55K +46 +0.2%
CG
354
Caprock Group
Idaho
$2.86M +$1.78M +13,010 +164%
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$2.84M – – –
Lido Advisors
356
Lido Advisors
California
$2.83M +$1.19M +8,738 +73%
WIC
357
Whitegate Investment Counselors
New Hampshire
$2.8M +$38.2K +279 +1%
MA
358
Mutual Advisors
Nebraska
$2.79M +$42.9K +314 +2%
Prudential Financial
359
Prudential Financial
New Jersey
$2.76M -$200K -1,460 -7%
AIC
360
Ameritas Investment Company
Nebraska
$2.74M +$873K +6,384 +47%
MFW
361
Mosaic Family Wealth
Missouri
$2.71M +$2.05K +15 +0.1%
BFG
362
Baron Financial Group
New Jersey
$2.7M -$84.8K -620 -3%
Invesco
363
Invesco
Georgia
$2.67M +$2.67M +19,522 New
CFG
364
Cooper Financial Group
California
$2.66M +$734K +5,366 +38%
FMC
365
First Merchants Corp
Indiana
$2.64M – – –
ClearBridge Investments
366
ClearBridge Investments
New York
$2.63M +$2.63M +19,201 New
SB
367
Sunflower Bank
Texas
$2.62M +$211K +1,545 +9%
SW
368
SlateStone Wealth
Florida
$2.61M -$80K -585 -3%
OCM
369
One Capital Management
California
$2.57M -$107K -786 -4%
AAM
370
Aureus Asset Management
Massachusetts
$2.57M – – –
HIA
371
Harbor Investment Advisory
Maryland
$2.56M +$4.79K +35 +0.2%
MAFM
372
Mid Atlantic Financial Management
Pennsylvania
$2.56M +$574K +4,197 +29%
EWM
373
EPG Wealth Management
Georgia
$2.56M -$105K -765 -4%
SLT
374
St Louis Trust
Missouri
$2.51M -$19.1K -140 -0.8%
AWM
375
AE Wealth Management
Kansas
$2.51M +$145K +1,062 +6%
13 14
15
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