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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 %
First Manhattan
901
First Manhattan
New York
$266K – – –
MCCP
902
Mission Creek Capital Partners
California
$266K +$15.1K +110 +6%
PTP
903
Platform Technology Partners
New York
$264K +$264K +1,933 New
EPM
904
Elm Partners Management
Pennsylvania
$263K -$9.42K -69 -3%
BO
905
BRR OpCo
Ohio
$263K +$263K +1,927 New
RIA
906
Regal Investment Advisors
Michigan
$262K +$262K +1,916 New
VCM
907
Vigilant Capital Management
Maine
$262K +$262K +1,918 New
WCFA
908
Walkner Condon Financial Advisors
Wisconsin
$261K – – –
BBHC
909
Brown Brothers Harriman & Co
New York
$261K +$230K +1,681 +731%
WTFG
910
Wells Trecaso Financial Group
Ohio
$260K – – –
DWM
911
Destination Wealth Management
California
$260K +$20.5K +150 +9%
MC
912
Matisse Capital
Oregon
$259K +$259K +1,900 New
CCM
913
Canal Capital Management
Virginia
$258K +$1.09K +8 +0.4%
MW
914
MBL Wealth
North Carolina
$258K +$258K +1,889 New
CT
915
Columbia Trust
Oregon
$258K +$258K +1,893 New
JSL
916
JT Stratford LLC
Georgia
$257K – – –
PCMC
917
Private Capital Management (Colorado)
Colorado
$257K +$257K +1,882 New
CAN
918
Claraphi Advisory Network
United States
$256K -$21.8K -159 -8%
WCM
919
WealthBridge Capital Management
Ohio
$256K -$3.42K -25 -1%
GT
920
Greenleaf Trust
Michigan
$255K +$19.5K +143 +8%
TC
921
TownSquare Capital
Utah
$254K -$6.83K -50 -3%
GP
922
Girard Partners
Pennsylvania
$254K +$10.1K +74 +4%
ATWA
923
Arbor Trust Wealth Advisors
Michigan
$253K – – –
CM
924
Cornerstone Management
Georgia
$252K -$129K -941 -34%
FPB
925
First PREMIER Bank
South Dakota
$252K – – –
35 36
37
38 39