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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 %
JIR
726
James Investment Research
Ohio
$515K +$38.9K +285 +8%
YWP
727
YorkBridge Wealth Partners
New York
$514K +$25.3K +185 +5%
CWM
728
Calamos Wealth Management
Illinois
$514K +$119K +867 +30%
AFC
729
AFT Forsyth & Company
Florida
$513K – – –
FFN
730
Focus Financial Network
Minnesota
$508K +$110K +803 +28%
PB
731
Pinnacle Bancorp
Nebraska
$506K +$3.42K +25 +0.7%
STA
732
Summit Trail Advisors
New York
$503K – – –
JG
733
Jefferies Group
New York
$501K +$501K +3,663 New
CCM
734
Coldstream Capital Management
Washington
$499K -$294K -2,153 -37%
DDPIC
735
Deroy & Devereaux Private Investment Counsel
Michigan
$497K – – –
ECM
736
Evergreen Capital Management
Washington
$493K -$271K -1,982 -35%
RBC
737
Roble Belko & Company
Pennsylvania
$492K – – –
LSAG
738
Lake Street Advisors Group
New Hampshire
$488K -$20.5K -150 -4%
IFWM
739
Institute for Wealth Management
Colorado
$484K +$484K +3,543 New
BCM
740
Bourgeon Capital Management
Connecticut
$482K – – –
BAM
741
Belpointe Asset Management
Nevada
$480K +$180K +1,317 +60%
FFC
742
First Financial Corp
Indiana
$478K -$28K -205 -6%
LFS
743
Lutz Financial Services
Nebraska
$478K – – –
GWS
744
Glassman Wealth Services
Virginia
$477K -$19.8K -145 -4%
LOPW
745
Live Oak Private Wealth
North Carolina
$472K +$18.9K +138 +4%
KA
746
Klingman & Associates
New York
$464K +$464K +3,393 New
ACS
747
Archford Capital Strategies
Illinois
$463K – – –
CIAS
748
Capital Investment Advisory Services
North Carolina
$461K +$8.21K +60 +2%
VCA
749
Verdence Capital Advisors
Maryland
$460K +$129K +942 +39%
TGAM
750
TBH Global Asset Management
Tennessee
$459K – – –
28 29
30
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