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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 %
CTC
626
Central Trust Company
Missouri
$752K -$134K -984 -15%
MHI
627
Miller Howard Investments
New York
$741K +$741K +5,420 New
WPA
628
West Paces Advisors
Georgia
$741K -$31.6K -231 -4%
NGA
629
Naples Global Advisors
Florida
$736K +$482K +3,527 +190%
EFS
630
Essex Financial Services
Connecticut
$731K +$148K +1,080 +25%
SIS
631
SVB Investment Services
Utah
$730K -$10.3K -75 -1%
HTC
632
Haverford Trust Company
Pennsylvania
$726K – – –
PFGIA
633
Patriot Financial Group Insurance Agency
Massachusetts
$719K +$79.1K +578 +12%
CC
634
Courier Capital
New York
$716K – – –
WB
635
Webster Bank
Connecticut
$710K -$32.2K -236 -4%
GSIS
636
Global Strategic Investment Solutions
Arizona
$703K – – –
MFW
637
Meristem Family Wealth
Minnesota
$703K – – –
CFGS
638
Concourse Financial Group Securities
Alabama
$703K +$86.4K +632 +14%
CIM
639
Confluence Investment Management
Missouri
$701K +$701K +5,129 New
MWP
640
MYCIO Wealth Partners
Pennsylvania
$695K +$2.05K +15 +0.3%
CAAS
641
Capital Asset Advisory Services
Michigan
$695K +$3.01K +22 +0.4%
SCI
642
S&CO Inc
Massachusetts
$690K – – –
TWM
643
Tradition Wealth Management
Minnesota
$689K +$689K +5,042 New
MP
644
McDonald Partners
Ohio
$687K +$687K +5,021 New
KFI
645
Key Financial Inc
Pennsylvania
$685K +$33K +241 +5%
FPTW
646
Franklin, Parlapiano, Turner & Welch
Texas
$683K -$3.01K -22 -0.4%
WCWM
647
Willow Creek Wealth Management
California
$681K +$36.7K +268 +6%
RIM
648
Rockbridge Investment Management
New York
$679K +$14.1K +103 +2%
MGIA
649
Matthew Goff Investment Advisor
Texas
$678K – – –
TFS
650
TrustCore Financial Services
Tennessee
$677K +$160K +1,170 +31%
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