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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 %
BWA
676
Bordeaux Wealth Advisors
California
$608K +$608K +4,450 New
HCIA
677
Hochman Cole Investment Advisors
Illinois
$607K -$9.98K -73 -2%
MAM
678
MMA Asset Management
Pennsylvania
$607K +$607K +4,442 New
Chevy Chase Trust
679
Chevy Chase Trust
Maryland
$606K +$208K +1,517 +52%
PAM
680
Palisade Asset Management
Minnesota
$601K – – –
DWMG
681
DB Wealth Management Group
California
$598K +$598K +4,371 New
BFPW
682
BOK Financial Private Wealth
Colorado
$592K +$26K +190 +5%
WC
683
Whitney & Co
New York
$592K +$51.6K +370 +10%
DBT
684
Dubuque Bank & Trust
Iowa
$592K +$592K +4,330 New
Vontobel Holding
685
Vontobel Holding
Switzerland
$587K +$587K +4,290 New
PP
686
PrairieView Partners
Minnesota
$585K +$410 +3 +0.1%
FPCG
687
Fort Pitt Capital Group
Pennsylvania
$585K +$25.8K +189 +5%
GGS
688
Galvin Gaustad & Stein
Arizona
$584K +$584K +4,269 New
OAM
689
Occidental Asset Management
California
$583K – – –
FFA
690
Freedman Financial Associates
Massachusetts
$582K +$582K +4,254 New
EWP
691
Engrave Wealth Partners
Texas
$576K -$134K -951 -19%
FAIM
692
Financial Advocates Investment Management
Washington
$576K -$104K -766 -15%
Wellington Management Group
693
Wellington Management Group
Massachusetts
$574K – – –
EPA
694
Element Pointe Advisors
Florida
$573K +$212K +1,549 +59%
PWMAG
695
Pinnacle Wealth Management Advisory Group
New Jersey
$571K +$88.9K +650 +18%
PFA
696
Pure Financial Advisors
California
$568K -$23.6K -173 -4%
IA
697
IFP Advisors
Florida
$567K -$57.4K -420 -9%
PGWM
698
Parisi Gray Wealth Management
New Jersey
$564K +$31.9K +233 +6%
BWL
699
Bogart Wealth LLC
Virginia
$563K – – –
PFT
700
Providence First Trust
Arizona
$561K -$41K -300 -7%
26 27
28
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