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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 %
BTW
601
Boston Trust Walden
Massachusetts
$844K -$12.3K -90 -1%
SWM
602
Soundmark Wealth Management
Washington
$844K +$844K +6,171 New
AG
603
Appleton Group
Wisconsin
$835K – – –
GTAM
604
Global Trust Asset Management
Florida
$834K +$405K +2,963 +95%
MFG
605
Magnus Financial Group
New York
$831K +$831K +6,080 New
HPA
606
High Probability Advisors
New York
$827K +$827K +6,050 New
CWA
607
Core Wealth Advisors
Florida
$827K -$547 -4 -0.1%
APA
608
American Portfolios Advisors
New York
$825K -$214K -1,565 -21%
MWM
609
Mascoma Wealth Management
New Hampshire
$820K +$820K +6,000 New
EVM
610
Eaton Vance Management
Massachusetts
$819K +$195K +1,431 +31%
IC
611
Intersect Capital
California
$807K -$1.09K -8 -0.1%
PFG
612
Pacific Financial Group
Washington
$807K +$10.8K +79 +1%
RPWA
613
Regent Peak Wealth Advisors
Georgia
$802K +$218K +1,592 +37%
AWE
614
Avidian Wealth Enterprises
Texas
$798K +$330K +2,410 +70%
PA
615
Procyon Advisors
Connecticut
$793K +$300K +2,193 +61%
CRC
616
Curi RMB Capital
Illinois
$789K -$6.7K -49 -0.8%
CI
617
CX Institutional
Indiana
$784K +$628K +4,593 +403%
GG
618
Gofen & Glossberg
Illinois
$779K -$25.6K -187 -3%
CBN
619
Cadence Bank NA
Texas
$778K +$188K +1,373 +32%
B
620
Bailard
California
$772K – – –
WA
621
Wealth Architects
California
$770K +$373K +2,727 +94%
UR
622
USCA RIA
Texas
$769K +$179K +1,305 +30%
SWA
623
Sax Wealth Advisors
New Jersey
$762K +$762K +5,577 New
CAG
624
Crestwood Advisors Group
Massachusetts
$756K – – –
ST
625
Smithfield Trust
Pennsylvania
$755K -$37.6K -275 -5%
23 24
25
26 27