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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 %
HF
651
Halpern Financial
Virginia
$675K – – –
HFA
652
Hoover Financial Advisors
Pennsylvania
$675K +$2.13K +15 +0.3%
CWM
653
Chesapeake Wealth Management
Virginia
$670K -$155K -1,131 -19%
BW
654
Bison Wealth
Georgia
$667K +$6.84K +50 +1%
PMFA
655
Plante Moran Financial Advisors
Michigan
$665K – – –
RWA
656
RGT Wealth Advisors
Texas
$664K +$338K +2,469 +104%
TWM
657
Titus Wealth Management
California
$659K +$17.9K +131 +3%
JIC
658
Joel Isaacson & Co
New York
$659K +$48.9K +358 +8%
FNT
659
First National Trust
Pennsylvania
$658K -$7.93K -58 -1%
VCP
660
Vista Capital Partners
Oregon
$648K -$20.8K -152 -3%
WIC
661
Woodmont Investment Counsel
Tennessee
$646K +$41K +300 +7%
RCIM
662
Red Cedar Investment Management
Michigan
$643K -$310K -2,269 -33%
FMT
663
First Mercantile Trust
Tennessee
$643K +$397K +2,903 +161%
GC
664
Gratus Capital
Georgia
$640K +$127K +930 +25%
CFO
665
CVA Family Office
Colorado
$636K – – –
FWM
666
Fairhaven Wealth Management
Illinois
$635K +$76.5K +560 +14%
CC
667
Chicago Capital
Illinois
$627K +$627K +4,587 New
SFP
668
Strategic Financial Partners
Oregon
$626K – – –
AW
669
ACG Wealth
Georgia
$626K +$274 +2 +0%
GG
670
Greenwood Gearhart
Arkansas
$623K +$623K +4,558 New
DWM
671
Dakota Wealth Management
Florida
$619K -$700K -5,119 -53%
TNB
672
TCF National Bank
South Dakota
$617K +$10.7K +78 +2%
MC
673
Middleton & Co
Massachusetts
$613K – – –
PCA
674
Personal Capital Advisors
California
$609K -$11.9K -87 -2%
CPO
675
Cerity Partners OCIO
New York
$608K +$19.6K +143 +3%
25 26
27
28 29