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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 %
KCM
426
Kornitzer Capital Management
Kansas
$1.96M – – –
ACM
427
Anfield Capital Management
California
$1.95M – – –
AB
428
Atlas Brown
Kentucky
$1.94M -$284K -2,080 -13%
CGA
429
Crescent Grove Advisors
Illinois
$1.92M +$51.8K +379 +3%
PTC
430
Private Trust Company
Ohio
$1.92M +$311K +2,277 +19%
Members Trust
431
Members Trust
Florida
$1.91M -$54.8K -401 -3%
Twin Tree Management
432
Twin Tree Management
Texas
$1.9M +$1.9M +13,902 New
SC
433
Savant Capital
Illinois
$1.86M -$28.9K -211 -2%
SS
434
Simplicity Solutions
Minnesota
$1.85M +$70.3K +514 +4%
SWM
435
Southern Wealth Management
Texas
$1.84M +$98.6K +721 +6%
ARG
436
Advisory Resource Group
Oklahoma
$1.78M -$138K -1,006 -7%
LWCFA
437
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.78M – – –
BP
438
Ballentine Partners
Massachusetts
$1.77M -$9.02K -66 -0.5%
OC
439
Oppenheimer & Co
New York
$1.77M +$8.07K +59 +0.5%
B
440
Brightworth
Georgia
$1.76M -$151K -1,105 -8%
VFA
441
Voya Financial Advisors
Connecticut
$1.76M +$94.8K +699 +6%
PFM
442
Phillips Financial Management
Indiana
$1.75M -$7.52K -55 -0.4%
FMWA
443
Forvis Mazars Wealth Advisors
Missouri
$1.74M -$8.07K -59 -0.5%
TFA
444
Tobias Financial Advisors
Florida
$1.74M -$56.5K -413 -3%
AI
445
Atria Investments
North Carolina
$1.73M -$469K -3,432 -21%
HS
446
Horan Securities
United States
$1.71M -$57K -417 -3%
VWA
447
V Wealth Advisors
Kansas
$1.71M +$1.71M +12,488 New
JF
448
Jump Financial
Illinois
$1.69M +$1.69M +12,361 New
BMCM
449
Bryn Mawr Capital Management
Pennsylvania
$1.68M +$767K +5,611 +84%
Citadel Advisors
450
Citadel Advisors
Florida
$1.68M -$8.21M -60,017 -83%
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