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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
476
Baystate Wealth Management
Massachusetts
$1.46M +$74.5K +545 +5%
GBT
477
Grove Bank & Trust
Florida
$1.45M – – –
MCM
478
Mitchell Capital Management
Kansas
$1.45M -$240K -1,752 -14%
WS
479
Wedbush Securities
California
$1.44M +$174K +1,272 +14%
TNA
480
True North Advisors
Texas
$1.44M +$150K +1,095 +12%
CAM
481
Carret Asset Management
New York
$1.42M +$249K +1,824 +21%
BP
482
BBR Partners
New York
$1.42M – – –
WF
483
Welch & Forbes
Massachusetts
$1.41M -$13.7K -100 -1%
WG
484
Watchman Group
Texas
$1.4M -$47.2K -345 -3%
VCM
485
Vivaldi Capital Management
Illinois
$1.4M +$53.2K +389 +4%
TWA
486
TCI Wealth Advisors
Arizona
$1.39M -$3.01K -22 -0.2%
LWA
487
Lenox Wealth Advisors
New York
$1.39M -$757K -5,532 -35%
BSSFA
488
Baron Silver Stevens Financial Advisors
Florida
$1.39M +$1.39M +10,163 New
AFA
489
American Financial Advisors
Georgia
$1.37M -$31.6K -231 -2%
FWP
490
FAS Wealth Partners
Kansas
$1.37M -$10.5K -77 -0.8%
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$1.36M -$13.7K -100 -1%
RIA
492
Realta Investment Advisors
Delaware
$1.36M +$1.36M +9,936 New
BWM
493
BigSur Wealth Management
Florida
$1.35M – – –
VWM
494
Valley Wealth Managers
New Jersey
$1.35M +$873K +6,386 +185%
PCMC
495
Paragon Capital Management (Colorado)
Colorado
$1.33M +$70.3K +514 +6%
CSPIA
496
Cary Street Partners Investment Advisory
Virginia
$1.32M -$1.5K -11 -0.1%
Pzena Investment Management
497
Pzena Investment Management
New York
$1.32M – – –
FWCM
498
Ferguson Wellman Capital Management
Oregon
$1.31M -$183K -1,341 -12%
AP
499
Adero Partners
California
$1.31M -$57.8K -423 -4%
Wolverine Trading
500
Wolverine Trading
Illinois
$1.29M +$717K +5,283 +124%
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