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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 %
ST
851
Spinnaker Trust
Maine
$318K – – –
HP
852
HT Partners
Connecticut
$317K +$317K +2,322 New
MFS
853
McNamara Financial Services
Massachusetts
$315K – – –
LA
854
LVW Advisors
New York
$313K +$53.1K +388 +20%
NAM
855
North American Management
Massachusetts
$313K -$241K -1,765 -44%
KFP
856
KMG Fiduciary Partners
Ohio
$312K -$79.6K -586 -20%
SW
857
SteelPeak Wealth
California
$312K +$36.8K +269 +13%
APSP
858
Asset Planning Services (Pennsylvania)
Pennsylvania
$311K -$118K -861 -27%
AWM
859
Avondale Wealth Management
Texas
$311K – – –
RA
860
RFG Advisory
Alabama
$311K +$311K +2,207 New
FHA
861
Flagship Harbor Advisors
Massachusetts
$307K +$3.56K +26 +1%
S
862
Surevest
California
$307K +$307K +2,248 New
MWA
863
Meridian Wealth Advisors
Texas
$302K – – –
LA
864
Legacy Advisors
Pennsylvania
$301K -$21.2K -155 -7%
Kovitz Investment Group Partners
865
Kovitz Investment Group Partners
Illinois
$299K -$43.1K -315 -13%
PG
866
Patten Group
Tennessee
$298K -$177K -1,293 -37%
CHC
867
City Holding Co
West Virginia
$298K -$19.8K -145 -6%
PWP
868
Private Wealth Partners
California
$297K – – –
PFA
869
Paradigm Financial Advisors
Missouri
$296K +$1.23K +9 +0.4%
PWA
870
Physician Wealth Advisors
Utah
$296K +$296K +2,053 New
KC
871
Kingfisher Capital
North Carolina
$294K +$1.23K +9 +0.4%
GC
872
Gibson Capital
Pennsylvania
$293K – – –
FAT
873
First American Trust
California
$293K +$32.3K +236 +12%
Fisher Asset Management
874
Fisher Asset Management
Washington
$293K +$54K +395 +23%
JFA
875
JNBA Financial Advisors
Minnesota
$292K +$217K +1,588 +291%
33 34
35
36 37