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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 %
EAM
376
Evanson Asset Management
California
$2.51M +$221K +1,617 +10%
NEPWA
377
New England Private Wealth Advisors
Massachusetts
$2.5M +$623K +4,556 +33%
PWM
378
PRW Wealth Management
Massachusetts
$2.49M +$362K +2,650 +17%
PGFC
379
Peapack-Gladstone Financial Corp
New Jersey
$2.47M +$750K +5,491 +44%
BB
380
Busey Bank
Illinois
$2.43M -$86.1K -630 -3%
SAM
381
Shone Asset Management
California
$2.42M -$80.5K -597 -3%
SMC
382
Smith, Moore & Co
Missouri
$2.4M -$53.9K -394 -2%
HW
383
Hancock Whitney
Mississippi
$2.37M +$443K +3,241 +23%
Neuberger Berman Group
384
Neuberger Berman Group
New York
$2.37M +$81.9K +599 +4%
MCM
385
Monument Capital Management
Virginia
$2.36M +$178K +1,305 +8%
AT
386
Arden Trust
Delaware
$2.35M -$167K -1,220 -7%
CCM
387
Colorado Capital Management
Colorado
$2.32M +$49.3K +361 +2%
RZH
388
Relyea Zuckerberg Hanson
Connecticut
$2.31M +$51.1K +374 +2%
OPCM
389
Osborne Partners Capital Management
California
$2.3M – – –
AB
390
Amalgamated Bank
New York
$2.3M +$94.1K +688 +4%
BJL
391
Brighton Jones LLC
Washington
$2.25M +$151K +1,106 +7%
DWT
392
Dorsey & Whitney Trust
South Dakota
$2.22M -$155K -1,132 -7%
Simplex Trading
393
Simplex Trading
Illinois
$2.22M -$881K -6,446 -28%
RVPG
394
Relative Value Partners Group
$2.21M +$422K +3,089 +24%
GC
395
Guggenheim Capital
Illinois
$2.2M – – –
CL
396
CPWM LLC
Washington
$2.2M -$52K -380 -2%
GA
397
GFS Advisors
Texas
$2.19M -$6.15K -45 -0.3%
GPFA
398
Game Plan Financial Advisors
Ohio
$2.18M -$68.3K -500 -3%
SAM
399
Stringer Asset Management
Tennessee
$2.18M – – –
AIM
400
Allen Investment Management
New York
$2.17M – – –
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