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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 %
SIC
551
Sigma Investment Counselors
Michigan
$986K +$172K +1,257 +21%
NHC
552
Nicholas Hoffman & Company
Georgia
$985K -$1.23K -9 -0.1%
SC
553
Steph & Co
Wisconsin
$985K +$27.3K +200 +3%
AAS
554
Annex Advisory Services
Wisconsin
$979K -$73.9K -541 -7%
GIA
555
Gladstone Institutional Advisory
Florida
$978K – – –
CBA
556
Coastal Bridge Advisors
Connecticut
$975K – – –
SPC
557
Sigma Planning Corp
Michigan
$974K -$26.7K -195 -3%
TFO
558
Tarbox Family Office
California
$974K – – –
ETC
559
Exchange Traded Concepts
Oklahoma
$974K +$974K +7,121 New
FMTC
560
Farmers & Merchants Trust Company
California
$971K +$232K +1,694 +31%
SC
561
SouthState Corp
Florida
$969K -$116K -845 -11%
CWS
562
Cypress Wealth Services
California
$968K +$968K +7,079 New
CA
563
Clearstead Advisors
Ohio
$967K -$8.34K -61 -0.9%
SCA
564
STALEY CAPITAL ADVISERS
Pennsylvania
$965K -$109K -800 -10%
GC
565
Grimes & Company
Massachusetts
$965K +$52.5K +384 +6%
VC
566
Veracity Capital
Georgia
$962K +$118K +864 +14%
TP
567
Tranquility Partners
Tennessee
$955K – – –
JFA
568
Johanson Financial Advisors
California
$955K +$58.6K +428 +7%
MWM
569
Meridian Wealth Management
Kentucky
$939K -$518K -3,792 -36%
AWS
570
AJ Wealth Strategies
New York
$933K +$820 +6 +0.1%
ADL
571
Asset Dedication LLC
California
$931K -$8.46K -62 -0.9%
WTB
572
Washington Trust Bank
Washington
$926K +$926K +6,769 New
SB
573
Strategic Blueprint
Georgia
$920K +$920K +6,730 New
AWA
574
Arete Wealth Advisors
Illinois
$915K +$60.5K +448 +7%
GC
575
Garde Capital
Washington
$910K -$515K -3,766 -36%
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