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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 %
NB
401
Nicolet Bankshares
Wisconsin
$2.17M -$196K -1,434 -8%
AWM
402
Aprio Wealth Management
Georgia
$2.16M -$80.1K -586 -4%
IWP
403
Icon Wealth Partners
Texas
$2.15M – – –
MWM
404
Mission Wealth Management
California
$2.14M +$73.3K +536 +4%
GG
405
GenWealth Group
New Jersey
$2.13M -$62.6K -458 -3%
AWP
406
Ascent Wealth Partners
New York
$2.13M -$189K -1,382 -8%
MMG
407
Monetary Management Group
Missouri
$2.13M +$10.9K +80 +0.5%
FFG
408
Fullen Financial Group
Ohio
$2.12M -$8.07K -59 -0.4%
Bank of Montreal
409
Bank of Montreal
Ontario, Canada
$2.12M -$11.4M -80,690 -84%
ASN
410
Advisory Services Network
Georgia
$2.11M -$183K -1,340 -8%
PFS
411
Prospera Financial Services
Texas
$2.11M +$1.5M +10,967 +248%
MFGP
412
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.08M -$38.6K -282 -2%
PFA
413
Pathway Financial Advisors
Vermont
$2.08M -$385K -2,681 -16%
QCG
414
Quadrant Capital Group
Ohio
$2.07M +$89K +651 +4%
FDCC
415
Foster Dykema Cabot & Co
Massachusetts
$2.07M -$69.9K -511 -3%
EWM
416
Evercore Wealth Management
New York
$2.02M +$28K +205 +1%
CIBC World Market
417
CIBC World Market
Ontario, Canada
$2.02M +$2.02M +14,748 New
FFA
418
Founders Financial Alliance
North Carolina
$2.01M -$6.3K -46 -0.3%
DCM
419
Dimension Capital Management
Florida
$2.01M – – –
Cerity Partners
420
Cerity Partners
New York
$2.01M +$16.8K +123 +0.8%
MDCM
421
Morgan Dempsey Capital Management
Wisconsin
$2.01M +$1.87M +13,663 +1,360%
AI
422
Accredited Investors
Minnesota
$1.99M -$29K -212 -1%
GRP
423
Global Retirement Partners
California
$1.99M +$124K +904 +7%
OSAM
424
O'Shaughnessy Asset Management
Connecticut
$1.99M +$1.54M +11,246 +344%
GT
425
Glenview Trust
Kentucky
$1.98M +$50.6K +370 +3%
15 16
17
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