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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 %
FFA
826
First Foundation Advisors
California
$351K – – –
MCP
827
Mirador Capital Partners
California
$351K +$1.64K +12 +0.5%
CIC
828
Carnegie Investment Counsel
Ohio
$351K +$102K +746 +41%
CAM
829
Columbia Asset Management
Michigan
$350K -$41K -300 -10%
JC
830
Jentner Corp
Ohio
$347K – – –
AIS
831
American Investment Services
Massachusetts
$346K – – –
TSWM
832
Triangle Securities Wealth Management
North Carolina
$346K +$5.47K +40 +2%
SC
833
Schoolcraft Capital
Colorado
$345K – – –
TIM
834
Tortoise Investment Management
New York
$344K -$865K -6,328 -72%
FIM
835
Fernwood Investment Management
Massachusetts
$342K +$96K +702 +39%
FTC
836
Farmers Trust Company
Ohio
$340K – – –
UWM
837
USAdvisors Wealth Management
Minnesota
$336K -$2.03K -15 -0.6%
ONB
838
Old National Bancorp
Indiana
$336K – – –
PCIA
839
Prime Capital Investment Advisors
Kansas
$335K – – –
ESB
840
Essex Savings Bank
Connecticut
$333K +$333K +2,437 New
DWM
841
Darwin Wealth Management
Florida
$332K +$332K +2,428 New
CIC
842
Cornercap Investment Counsel
Georgia
$332K +$332K +2,430 New
NPF
843
Norris Perne & French
Michigan
$330K +$11K +80 +3%
CAG
844
Csenge Advisory Group
Florida
$328K +$27.9K +204 +9%
KWM
845
Keebeck Wealth Management
Illinois
$326K -$18.2K -133 -5%
BFA
846
Beaumont Financial Advisors
Massachusetts
$326K +$77.1K +564 +31%
SLWS
847
Swaine & Leidel Wealth Services
Florida
$324K +$324K +2,372 New
SBL
848
Sargent Bickham Lagudis
Colorado
$323K +$957 +7 +0.3%
DIA
849
Dana Investment Advisors
Wisconsin
$321K +$321K +2,345 New
MFA
850
McClarren Financial Advisors
Pennsylvania
$321K +$321K +2,350 New
32 33
34
35 36