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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 %
NFG
501
Next Financial Group
Texas
$1.28M +$70.7K +517 +6%
WWM
502
Western Wealth Management
Colorado
$1.28M -$167K -1,221 -12%
LDB
503
Lee, Danner & Bass
Tennessee
$1.25M – – –
SFA
504
Seneca Financial Advisors
New York
$1.25M +$1.25M +9,138 New
RC
505
Rinet Company
Massachusetts
$1.25M -$34.5K -252 -3%
QPWM
506
Quadrant Private Wealth Management
Pennsylvania
$1.25M – – –
PWS
507
Peloton Wealth Strategists
Indiana
$1.23M -$654K -4,785 -35%
SSB
508
Sandy Spring Bank
Maryland
$1.23M +$171K +1,248 +16%
LFG
509
Larson Financial Group
Missouri
$1.22M +$5.88K +43 +0.5%
WI
510
WrapManager Inc
California
$1.22M -$13.1K -96 -1%
BFA
511
Brown Financial Advisory
Alabama
$1.2M +$1.2M +8,768 New
EWM
512
Echo Wealth Management
Minnesota
$1.2M +$1.2M +8,765 New
SHJ
513
Sharkey, Howes & Javer
Colorado
$1.19M -$293K -2,142 -20%
NISOA
514
National Investment Services of America
Wisconsin
$1.17M +$1.17M +8,519 New
BIA
515
BHK Investment Advisors
Alabama
$1.16M +$34.5K +252 +3%
NCM
516
Next Capital Management
New York
$1.15M +$93.5K +684 +9%
CGL
517
Clarius Group LLC
Washington
$1.14M – – –
TSW
518
Thompson Siegel & Walmsley
Virginia
$1.13M +$161K +1,175 +17%
Victory Capital Management
519
Victory Capital Management
Texas
$1.12M – – –
WCA
520
Windsor Creek Advisors
Vermont
$1.11M +$1.11M +8,125 New
PCS
521
Personal CFO Solutions
New Jersey
$1.11M +$531K +3,882 +92%
PPP
522
Private Portfolio Partners
New Jersey
$1.1M +$41.8K +306 +4%
HNB
523
Huntington National Bank
Ohio
$1.1M -$911K – –
LWP
524
Legacy Wealth Planning
Nevada
$1.1M – – –
CIA
525
Capital Investment Advisors
Georgia
$1.09M +$153K +1,122 +16%
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