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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 %
BWM
451
BT Wealth Management
Georgia
$1.67M +$274 +2 +0%
WAG
452
Winthrop Advisory Group
Massachusetts
$1.67M – – –
SFS
453
Sowell Financial Services
Arkansas
$1.67M -$282K -2,066 -14%
PP
454
Prosperity Planning
Missouri
$1.66M +$1.66M +12,154 New
CFA
455
Carroll Financial Associates
North Carolina
$1.66M -$50K -366 -3%
AA
456
Ancora Advisors
Ohio
$1.64M +$77K +563 +5%
FT
457
Fiduciary Trust
Massachusetts
$1.64M – – –
RCAMU
458
Rothschild & Co Asset Management US
Connecticut
$1.62M +$799K +5,842 +97%
RB
459
Renasant Bank
Mississippi
$1.62M +$1.62M +11,830 New
UFA
460
US Financial Advisors
Massachusetts
$1.62M +$1.62M +11,816 New
MSWMA
461
Market Street Wealth Management Advisors
Indiana
$1.61M -$207K -1,511 -11%
LWAC
462
Laurel Wealth Advisors (California)
California
$1.61M -$14.8K -108 -0.9%
NFC
463
Northeast Financial Consultants
Connecticut
$1.6M – – –
CSM
464
CAMG Solamere Management
North Carolina
$1.6M +$193K +1,413 +14%
WFA
465
WestHill Financial Advisors
California
$1.59M +$1.59M +11,643 New
GVAG
466
Great Valley Advisor Group
Delaware
$1.59M -$12.4K -91 -0.8%
CT
467
Coastline Trust
Rhode Island
$1.57M -$619K -4,530 -28%
SCA
468
Stillwater Capital Advisors
Pennsylvania
$1.55M -$133K -970 -8%
IC
469
IEQ Capital
California
$1.55M +$1.09K +8 +0.1%
VFP
470
Verus Financial Partners
Virginia
$1.53M +$1.53M +11,214 New
CWP
471
CFM Wealth Partners
Texas
$1.53M +$76.3K +558 +5%
PWM
472
Perigon Wealth Management
California
$1.49M – – –
AWA
473
Arkadios Wealth Advisors
Georgia
$1.47M +$522K +3,822 +55%
JWA
474
JFS Wealth Advisors
Pennsylvania
$1.46M +$33.8K +247 +2%
KCM
475
Kanawha Capital Management
Virginia
$1.46M +$55.9K +409 +4%
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