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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 %
MIAS
576
Mason Investment Advisory Services
Virginia
$906K -$11.1K -81 -1%
FI
577
Financial Insights
Washington
$905K -$29.3K -214 -3%
LNWTC
578
Laird Norton Wetherby Trust Company
Washington
$905K +$905K +6,617 New
CIA
579
Choate Investment Advisors
Massachusetts
$901K +$112K +817 +14%
BDFN
580
Bond & Devick Financial Network
Minnesota
$900K +$900K +6,581 New
KTC
581
Kistler-Tiffany Companies
Pennsylvania
$899K +$3.15K +23 +0.4%
FBA
582
Front Barnett Associates
Illinois
$898K -$273 -2 -0%
FCH
583
Freestone Capital Holdings
Washington
$892K +$709K +5,182 +386%
FANJ
584
Financial Architects (New Jersey)
New Jersey
$888K -$19.3K -141 -2%
HPC
585
Hobart Private Capital
North Carolina
$888K +$888K +6,494 New
LFAS
586
Level Four Advisory Services
Texas
$886K +$214K +1,567 +32%
VAS
587
Vestmark Advisory Solutions
Massachusetts
$882K +$882K +6,453 New
AC
588
Alexandria Capital
Virginia
$881K -$389K -2,848 -31%
AAM
589
Autus Asset Management
Arizona
$881K -$32.2K -235 -4%
Wealth Enhancement Advisory Services
590
Wealth Enhancement Advisory Services
Minnesota
$878K -$33.1K -235 -4%
AWM
591
Altium Wealth Management
New York
$877K +$298K +2,178 +51%
HA
592
Harborview Advisors
Maine
$875K -$1.92K -14 -0.2%
MSFS
593
Main Street Financial Solutions
Pennsylvania
$871K +$871K +6,370 New
SVWAG
594
Sound View Wealth Advisors Group
Georgia
$868K -$84.1K -615 -9%
PA
595
Paracle Advisors
Washington
$865K -$10.3K -75 -1%
BRWA
596
B. Riley Wealth Advisors
Florida
$863K +$110K +801 +15%
EDRH
597
Edmond de Rothschild Holding
Switzerland
$861K -$381K -2,784 -31%
FMII
598
Farmers & Merchants Investments Inc
Nebraska
$860K – – –
SYBT
599
Stock Yards Bank & Trust
Kentucky
$858K +$206K +1,511 +32%
NG
600
Northstar Group
New York
$856K +$91.9K +672 +12%
22 23
24
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