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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 %
EIA
801
Eldridge Investment Advisors
New Hampshire
$376K +$58.1K +425 +18%
AGA
802
Accuvest Global Advisors
Utah
$374K +$374K +2,737 New
APW
803
Acima Private Wealth
Virginia
$372K +$372K +2,721 New
PP
804
Palladium Partners
Virginia
$371K – – –
OPW
805
Oxler Private Wealth
New York
$371K +$371K +2,717 New
MWM
806
Merriman Wealth Management
Washington
$370K -$106K -777 -22%
HR
807
Hayden Royal
North Carolina
$369K -$189K -1,384 -34%
EVC
808
Eidelman Virant Capital
Missouri
$366K -$2.73M -19,973 -88%
IAIM
809
International Assets Investment Management
Florida
$365K +$37.6K +275 +11%
TA
810
TrueWealth Advisors
Alabama
$365K +$365K +2,593 New
CFS
811
CRA Financial Services
New Jersey
$364K -$1.37K -10 -0.4%
SA
812
Sicart Associates
New York
$362K +$362K +2,648 New
BBNA
813
Bremer Bank National Association
Minnesota
$359K -$2.46K -18 -0.7%
AWMG
814
Alliance Wealth Management Group
New Jersey
$359K – – –
EWM
815
Empirical Wealth Management
Washington
$358K -$20.5K -150 -5%
QAM
816
QCI Asset Management
New York
$358K – – –
NAS
817
Nicolet Advisory Services
Wisconsin
$357K -$22.9K -167 -6%
CCP
818
Corient Capital Partners
California
$357K – – –
SWM
819
SeaCrest Wealth Management
New York
$357K +$70.4K +515 +25%
OIM
820
Oder Investment Management
California
$356K +$356K +2,596 New
PAI
821
Pittenger & Anderson Inc
Nebraska
$355K -$123K -900 -26%
FMBTD
822
First Midwest Bank Trust Division
Illinois
$355K -$2.87K -21 -0.8%
SAM
823
Secure Asset Management
Michigan
$355K – – –
FI
824
FormulaFolio Investments
Michigan
$354K +$354K +2,593 New
FLPIM
825
F.L. Putnam Investment Management
Massachusetts
$352K +$352K +2,574 New
31 32
33
34 35