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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 %
RRWA
976
Rainey & Randall Wealth Advisors
Florida
$203K +$203K +1,489 New
Susquehanna International Group
977
Susquehanna International Group
Pennsylvania
$201K -$3.15M -23,060 -94%
FPFS
978
First Personal Financial Services
North Carolina
$196K – – –
AIA
979
Armor Investment Advisors
North Carolina
$196K – – –
COCM
980
Charter Oak Capital Management
New Hampshire
$193K +$193K +1,413 New
JGIA
981
Jackson Grant Investment Advisers
Connecticut
$188K +$820 +6 +0.4%
EIP
982
Ellis Investment Partners
Pennsylvania
$182K -$113K -829 -38%
LWM
983
Liberty Wealth Management
California
$181K -$24K -175 -12%
MG
984
MilWealth Group
Wisconsin
$180K – – –
NL
985
NKCFO LLC
Illinois
$178K +$178K +1,300 New
SAM
986
S.A. Mason
Michigan
$175K – – –
BFC
987
Bedel Financial Consulting
Indiana
$171K +$20.5K +150 +14%
AA
988
Addison Advisors
Vermont
$171K +$171K +1,250 New
IBOK
989
Independence Bank of Kentucky
Kentucky
$164K – – –
CWP
990
Concord Wealth Partners
Virginia
$158K +$158K +1,153 New
BCWM
991
Bartlett & Co Wealth Management
Ohio
$157K – – –
BC
992
Bartlett & Co
Ohio
$157K – – –
CWM
993
Cranbrook Wealth Management
Michigan
$152K – – –
KCM
994
Kathmere Capital Management
Pennsylvania
$149K +$149K +1,092 New
MPCG
995
Matrix Private Capital Group
New York
$147K -$2.74K -20 -2%
MRCM
996
M&R Capital Management
New Jersey
$145K +$106K +778 +273%
ST
997
Sageworth Trust
Pennsylvania
$143K – – –
CH
998
Canton Hathaway
Rhode Island
$143K +$143K +1,043 New
PG
999
Proffitt & Goodson
Tennessee
$141K – – –
TFM
1000
TFC Financial Management
Massachusetts
$134K – – –
38 39
40
41 42