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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 %
RFA
1001
Reilly Financial Advisors
California
$132K -$10.3K -75 -7%
MFT
1002
Moisand Fitzgerald Tamayo
Florida
$131K +$1.65K +12 +1%
MIM
1003
MTM Investment Management
South Carolina
$131K +$131K +960 New
FCT
1004
Family Capital Trust
Massachusetts
$130K – – –
SWM
1005
Sugarloaf Wealth Management
Georgia
$130K – – –
PCA
1006
Peddock Capital Advisors
Massachusetts
$130K +$130K +949 New
APWM
1007
Atlas Private Wealth Management
New York
$129K -$32.8K -239 -20%
Schroder Investment Management Group
1008
Schroder Investment Management Group
United Kingdom
$129K +$87.5K +640 +211%
PCA
1009
Providence Capital Advisors
North Carolina
$128K – – –
EW
1010
Evoke Wealth
California
$128K +$3.96K +29 +3%
EP
1011
Eudaimonia Partners
Tennessee
$121K – – –
FCM
1012
Firestone Capital Management
Florida
$117K – – –
JSAM
1013
J. Safra Asset Management
New York
$117K +$117K +858 New
FPW
1014
Flagship Private Wealth
Massachusetts
$114K +$114K +842 New
JCM
1015
Jacobi Capital Management
Pennsylvania
$112K +$16.5K +120 +17%
TRCT
1016
Tower Research Capital (TRC)
New York
$109K -$14.2M -104,540 -99%
HFS
1017
Hantz Financial Services
Michigan
$109K +$19.8K +144 +22%
APC
1018
Asset Planning Corporation
Tennessee
$108K +$108K +788 New
IRC
1019
Investors Research Corp
Georgia
$105K – – –
ICP
1020
Interchange Capital Partners
Pennsylvania
$101K +$101K +740 New
SWM
1021
Selective Wealth Management
Virginia
$96K – – –
TF
1022
TimeScale Financial
Massachusetts
$96K +$60.5K +444 +170%
POIA
1023
Pin Oak Investment Advisors
Texas
$94K – – –
GAM
1024
Gemmer Asset Management
California
$93K -$17.4K -127 -16%
SWA
1025
Sutton Wealth Advisors
Florida
$87.4K – – –
39 40
41
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