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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
1
Bank of America
North Carolina
$6.64B
2
BlackRock
2
BlackRock
New York
$658M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.63B
4
Northern Trust
4
Northern Trust
Illinois
$333M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$181M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$374M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.83B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.89B
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$12.4M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$62.5M +$379K +2,773 +0.6%
BDF
52
Balasa Dinverno & Foltz
$58.9M -$571K -4,177 -1%
SGAM
53
Stephens Group Asset Management
Arkansas
$55.6M -$120K -879 -0.2%
PAS
54
Park Avenue Securities
New York
$54.5M +$104K +758 +0.2%
Mariner
55
Mariner
Kansas
$53.9M +$509K +3,726 +1%
PAG
56
Private Advisor Group
New Jersey
$51.5M +$1.35M +9,842 +3%
Bank of Nova Scotia
57
Bank of Nova Scotia
Ontario, Canada
$50.1M +$50.1M +366,620 New
CMA
58
Cedar Mountain Advisors
Oregon
$49.3M +$978K +7,156 +2%
Allianz Asset Management
59
Allianz Asset Management
Germany
$49.3M +$41.3M +302,147 +518%
BIM
60
Bridges Investment Management
Nebraska
$48.9M -$1.37M -10,054 -3%
KAS
61
Kestra Advisory Services
Texas
$44.6M +$10.9M +80,322 +32%
BUB
62
BBVA USA Bancshares
Texas
$44.2M -$1.63M -11,908 -4%
CL
63
Choreo LLC
Illinois
$43.3M -$1.59M -11,620 -4%
BCI
64
Brinker Capital Investments
Pennsylvania
$42.8M -$9.27M -67,826 -18%
Nuveen Asset Management
65
Nuveen Asset Management
Illinois
$39.8M -$25.6M -187,406 -39%
Comerica Bank
66
Comerica Bank
Texas
$38.6M +$13.5M +96,011 +54%
WRTC
67
Wind River Trust Company
Wyoming
$38M – – –
CM
68
Castleark Management
Illinois
$36.2M – – –
HSBC Holdings
69
HSBC Holdings
United Kingdom
$36.2M -$4.41M -32,260 -11%
FBFS
70
First Business Financial Services
Wisconsin
$35.8M +$610K +4,461 +2%
LC
71
Landaas & Company
Wisconsin
$35.5M +$597K +4,369 +2%
SWPG
72
Strategic Wealth Partners Group
Illinois
$35.2M +$1.82M +13,324 +5%
Rafferty Asset Management
73
Rafferty Asset Management
New York
$34.6M +$13.1M +95,660 +61%
NFG
74
Nadler Financial Group
Illinois
$34.2M +$659K +4,818 +2%
CFB
75
Cullen/Frost Bankers
Texas
$33.9M -$2.15M -15,715 -6%
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