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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 %
GPA
701
Guidance Point Advisors
Massachusetts
$555K +$1.78K +13 +0.3%
RWA
702
Ropes Wealth Advisors
Massachusetts
$553K -$110K -806 -17%
CIP
703
Capital Insight Partners
Arizona
$552K – – –
PCM
704
Pointe Capital Management
Michigan
$551K +$46.8K +342 +9%
TI
705
Truepoint Inc
Ohio
$551K +$551K +4,031 New
TCBWMS
706
Texas Capital Bank Wealth Management Services
Texas
$548K – – –
KCA
707
Karn Couzens & Associates
Connecticut
$546K +$546K +3,993 New
FRA
708
Front Row Advisors
California
$544K – – –
NEIRG
709
New England Investment & Retirement Group
Massachusetts
$544K +$544K +3,975 New
EWM
710
Evermay Wealth Management
Virginia
$543K – – –
CNC
711
Citizens & Northern Corp
Pennsylvania
$537K – – –
NCM
712
Narwhal Capital Management
Georgia
$536K +$536K +3,920 New
Charles Schwab
713
Charles Schwab
California
$534K +$534K +3,900 New
MA
714
MONECO Advisors
Connecticut
$531K +$94.6K +669 +22%
JF
715
JSF Financial
California
$530K -$33.4K -244 -6%
WF
716
WoodTrust Financial
Wisconsin
$530K – – –
BA
717
Ballew Advisors
Mississippi
$529K +$93.8K +666 +22%
BCM
718
Buckhead Capital Management
Georgia
$526K -$20.5K -150 -4%
LBC
719
Lowe Brockenbrough & Co
Virginia
$525K – – –
CWM
720
Cornerstone Wealth Management
Missouri
$524K +$274 +2 +0.1%
BZWA
721
Blue Zone Wealth Advisors
California
$523K – – –
EFSCE
722
Enterprise Financial Services Corp (EFSC)
Missouri
$518K +$43.4K +317 +9%
KIA
723
KCM Investment Advisors
California
$517K -$47.8K -350 -8%
WAM
724
Weatherly Asset Management
California
$517K – – –
HWM
725
Hemington Wealth Management
Virginia
$517K +$517K +3,780 New
27 28
29
30 31