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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 %
BAS
526
Brown Advisory Securities
Maryland
$1.08M -$150K -1,097 -12%
TNB
527
Thomasville National Bank
Georgia
$1.08M +$20.8K +152 +2%
IWC
528
Integrated Wealth Concepts
Massachusetts
$1.08M +$39.9K +292 +4%
VA
529
Valmark Advisers
Ohio
$1.08M +$52.3K +382 +5%
CFG
530
Citizens Financial Group
Rhode Island
$1.08M -$14.1K -103 -1%
State Street
531
State Street
Massachusetts
$1.07M -$65.2K -477 -6%
MWM
532
Minot Wealth Management
Massachusetts
$1.07M – – –
WIA
533
World Investment Advisors
California
$1.07M +$378K +2,610 +55%
FUBT
534
First United Bank & Trust
Maryland
$1.07M -$17.8K -130 -2%
PA
535
Pinnacle Associates
New York
$1.07M +$161K +1,180 +18%
OCG
536
Opus Capital Group
Ohio
$1.06M -$25.3K -185 -2%
MMA
537
Miracle Mile Advisors
California
$1.05M +$203K +1,482 +24%
KPWS
538
Kestra Private Wealth Services
Texas
$1.05M +$15.2K +112 +1%
MCM
539
Manchester Capital Management
Vermont
$1.04M – – –
AIM
540
Anchor Investment Management
South Carolina
$1.03M +$763K +5,577 +284%
FF
541
FourThought Financial
Florida
$1.03M +$1.03M +7,514 New
MPPLM
542
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.03M +$1.03M +7,501 New
FFA
543
Fragasso Financial Advisors
Pennsylvania
$1.02M -$41.6K -304 -4%
TWP
544
TFO Wealth Partners
Ohio
$1.01M +$1.01M +7,402 New
AIP
545
Almanack Investment Partners
Pennsylvania
$1.01M – – –
DAS
546
Dynamic Advisor Solutions
Arizona
$1.01M +$362K +2,643 +56%
DWM
547
Doyle Wealth Management
Florida
$1.01M -$7.39K -54 -0.7%
IFG
548
Investors Financial Group
Minnesota
$1.01M -$14.2K -104 -1%
NFG
549
Nations Financial Group
Iowa
$1.01M +$54.4K +398 +6%
IAN
550
Integrated Advisors Network
Texas
$994K +$725K +5,301 +269%
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