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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 %
Fayez Sarofim & Co
876
Fayez Sarofim & Co
Texas
$291K +$291K +2,126 New
TFGT
877
TS Financial Group (TSFG)
Illinois
$288K -$22.1K -162 -7%
MFA
878
Mayflower Financial Advisors
Massachusetts
$288K +$288K +2,104 New
ERWM
879
Elk River Wealth Management
Colorado
$287K +$287K +2,098 New
CT
880
Cambridge Trust
Massachusetts
$286K – – –
BFA
881
Bragg Financial Advisors
North Carolina
$285K – – –
Luther King Capital Management (LKCM)
882
Luther King Capital Management (LKCM)
Texas
$284K -$257K – –
RMDI
883
R.M. Davis Inc
Maine
$282K -$31.8K -233 -10%
FA
884
Financial Advisors
Massachusetts
$282K – – –
CWG
885
Cornerstone Wealth Group
North Carolina
$278K +$411 +3 +0.1%
KWMG
886
King Wealth Management Group
Florida
$275K – – –
MA
887
MCF Advisors
Kentucky
$274K -$1.92K -14 -0.7%
SWMG
888
Strategic Wealth Management Group
Maryland
$273K -$75.5K -552 -22%
RT
889
Rockland Trust
Massachusetts
$273K -$22.4K -164 -8%
BHB
890
Bank Hapoalim BM
Israel
$273K +$273K +1,993 New
MOS
891
MGO One Seven
Ohio
$272K +$272K +1,992 New
OWM
892
Orgel Wealth Management
Wisconsin
$271K – – –
SEEDPG
893
S.E.E.D. Planning Group
New York
$271K – – –
DC
894
Davenport & Co
Virginia
$271K +$18.2K +133 +7%
CCM
895
Covington Capital Management
California
$270K – – –
PWW
896
Pettyjohn Wood & White
Virginia
$270K – – –
LFF
897
Level Four Financial
Texas
$270K +$270K +1,975 New
GLA
898
Good Life Advisors
Pennsylvania
$268K -$49.2K -359 -16%
ME
899
McIlrath & Eck
Washington
$268K -$5.48K -40 -2%
AMC
900
Asset Management Corp
Illinois
$268K – – –
34 35
36
37 38