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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
1
Bank of America
North Carolina
$6.64B
2
BlackRock
2
BlackRock
New York
$658M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.63B
4
Northern Trust
4
Northern Trust
Illinois
$333M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$181M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$374M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.83B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.89B
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$12.4M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
26
M&T Bank
New York
$201M +$1.5M +10,985 +0.8%
Stifel Financial
27
Stifel Financial
Missouri
$199M +$11.8M +86,637 +6%
CI Investments Inc
28
CI Investments Inc
Ontario, Canada
$181M +$106M +773,861 +141%
AC
29
Allstate Corporation
Illinois
$159M – – –
JRP
30
Jasper Ridge Partners
California
$139M – – –
Ameriprise
31
Ameriprise
Minnesota
$138M +$29.6M +216,329 +27%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$137M +$51.5M +376,347 +60%
CB
33
Commerce Bank
Missouri
$128M -$86.8K -635 -0.1%
CAM
34
Cresset Asset Management
Illinois
$127M +$1.09K +8 +0%
Creative Planning
35
Creative Planning
Kansas
$115M +$48.5M +354,756 +73%
US Bancorp
36
US Bancorp
Minnesota
$113M -$2.11M -15,444 -2%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$111M +$4.1M +30,013 +4%
WPW
38
Waldron Private Wealth
Pennsylvania
$108M +$5.55M +40,579 +5%
Osaic Holdings
39
Osaic Holdings
Arizona
$104M +$2.36M +17,227 +2%
SI
40
Stephens Inc
Arkansas
$93.9M -$16.4M -119,850 -15%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$90.5M -$301K -2,205 -0.3%
HighTower Advisors
42
HighTower Advisors
Illinois
$89.9M +$13.3M +97,470 +17%
SP
43
Stairway Partners
Illinois
$82.4M +$15M +109,704 +22%
OC
44
Oakworth Capital
Alabama
$81.9M +$7.8M +57,078 +11%
EH
45
Equitable Holdings
New York
$75.1M -$3.69M -27,010 -5%
1SB
46
1ST Source Bank
Indiana
$71.3M +$32.4K +237 +0%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$68.9M +$67.3M +492,100 +4,260%
PPA
48
Parametric Portfolio Associates
Washington
$66.6M +$44M +321,973 +195%
Brown Advisory
49
Brown Advisory
Maryland
$64.2M +$12.9M +94,103 +25%
VFA
50
Valeo Financial Advisors
Indiana
$62.6M +$55M +402,168 +726%
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