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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 %
RCA
951
Rex Capital Advisors
Rhode Island
$227K +$227K +1,657 New
MCA
952
Magnolia Capital Advisors
Mississippi
$227K +$227K +1,661 New
BEAM
953
Baker Ellis Asset Management
Washington
$227K +$227K +1,663 New
IWS
954
Insight Wealth Strategies
California
$226K +$226K +1,651 New
MWM
955
Madison Wealth Management
Ohio
$225K +$225K +1,642 New
CSIC
956
Clifford Swan Investment Counsel
California
$224K +$224K +1,640 New
FNB
957
Farmers National Bank
Kentucky
$223K +$223K +1,631 New
AIC
958
Archer Investment Corporation
Indiana
$222K – – –
SC
959
Scotia Capital
Ontario, Canada
$219K +$219K +1,602 New
EWA
960
Exencial Wealth Advisors
Oklahoma
$218K -$26.8K -196 -11%
BA
961
Baugh & Associates
Georgia
$217K +$217K +1,589 New
CTA
962
Chesley Taft & Associates
Illinois
$217K +$217K +1,589 New
DY
963
Dowling & Yahnke
California
$215K +$215K +1,571 New
JWCA
964
J.W. Cole Advisors
Florida
$212K -$476K -3,476 -69%
GSWM
965
Golden State Wealth Management
California
$212K +$4.78K +35 +2%
RDFA
966
Ritter Daniher Financial Advisory
Ohio
$208K +$208K +1,518 New
FMI
967
Fiduciary Management Inc
Wisconsin
$207K +$207K +1,515 New
HWM
968
Howard Wealth Management
Connecticut
$206K +$206K +1,510 New
YIA
969
YHB Investment Advisors
Connecticut
$205K +$205K +1,498 New
GWM
970
Greenhouse Wealth Management
Connecticut
$205K +$205K +1,498 New
WT
971
Washington Trust
Rhode Island
$204K – – –
Betterment LLC
972
Betterment LLC
New York
$204K +$204K +1,489 New
CCP
973
Cardan Capital Partners
Colorado
$204K +$204K +1,489 New
VLC
974
Van Leeuwen & Company
New Jersey
$204K +$204K +1,490 New
PA
975
PFG Advisors
Arizona
$203K +$203K +1,486 New
37 38
39
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