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iShares Russell 1000 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
KeyBank National Association
76
KeyBank National Association
Ohio
$33.7M -$461K -3,369 -1%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$33.7M +$1.06M +7,784 +3%
MG
78
Mather Group
Illinois
$33.6M -$1.53M -11,162 -4%
FWM
79
FSA Wealth Management
Massachusetts
$31.6M +$3.52M +25,777 +13%
SPIA
80
Steward Partners Investment Advisory
New York
$31.4M -$4.27M -31,194 -12%
MC
81
Minot Capital
Colorado
$31.3M
AAP
82
Arax Advisory Partners
Colorado
$30.8M +$806K +5,894 +3%
BGIM
83
Brandywine Global Investment Management
Pennsylvania
$30.2M -$37M -270,877 -55%
CC
84
Cassaday & Co
Virginia
$29.6M -$462K -3,377 -2%
FA
85
FDx Advisors
Illinois
$29.4M -$565K -4,131 -2%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$29.4M +$4.97M +36,336 +20%
William Blair & Company
87
William Blair & Company
Illinois
$29.1M +$1.08M +7,874 +4%
CFM
88
Comprehensive Financial Management
California
$28.7M
AIA
89
Alera Investment Advisors
Illinois
$27.3M +$1.76M +12,884 +7%
LFWA
90
LBJ Family Wealth Advisors
Texas
$27.1M +$72.1K +527 +0.3%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$26.8M +$666K +4,872 +3%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$25.5M -$212K -1,553 -0.8%
PFBT
93
Parkside Financial Bank & Trust
Missouri
$25.4M -$429K -3,137 -2%
Aristotle Capital Management
94
Aristotle Capital Management
California
$24M +$9.72M +71,108 +68%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$23.4M +$12.6M +92,078 +116%
RFC
96
Regions Financial Corp
Alabama
$23.4M +$1.83M +13,401 +9%
BPB
97
Badgley, Phelps & Bell
Washington
$23.3M +$5.66M +41,384 +32%
MCM
98
MAI Capital Management
Ohio
$23.3M +$2.1M +15,382 +10%
FAM
99
Flaharty Asset Management
Florida
$23.3M -$1.05M -7,663 -4%
RCM
100
RNC Capital Management
California
$23.3M +$22.9M +167,450 +6,260%