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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 %
SPWG
1076
Sage Private Wealth Group
Illinois
$39K +$39K +285 New
AA
1077
AlphaMark Advisors
Kentucky
$38K -$24.7K -182 -39%
AssetMark Inc
1078
AssetMark Inc
California
$38K -$18.7K -136 -33%
KPCM
1079
Kings Point Capital Management
New York
$37K – – –
RMC
1080
Resources Management Corp
Connecticut
$36K – – –
SNT
1081
Security National Trust
West Virginia
$36K +$34.2K +250 +1,923%
MAM
1082
McCarthy Asset Management
California
$36K +$36K +265 New
Lazard Asset Management
1083
Lazard Asset Management
New York
$34K -$937 -7 -3%
JHCP
1084
Jackson Hole Capital Partners
Oklahoma
$34K – – –
SFSIG
1085
San Francisco Sentry Investment Group
California
$33K – – –
TC
1086
Trust Company
Kansas
$33K +$967 +7 +3%
BAM
1087
Barrett Asset Management
New York
$33K +$33K +241 New
GFPC
1088
Global Financial Private Client
Florida
$32.1K +$32.1K +235 New
WWM
1089
Wagner Wealth Management
South Carolina
$31K +$31K +224 New
JWM
1090
Janiczek Wealth Management
Colorado
$28K – – –
PWA
1091
Phoenix Wealth Advisors
North Carolina
$28K +$28K +207 New
YAL
1092
Your Advocates Ltd
Texas
$27K – – –
AWM
1093
Aberdeen Wealth Management
Illinois
$27K – – –
SIAG
1094
Safeguard Investment Advisory Group
California
$27K +$27K +199 New
JPLA
1095
Joseph P. Lucia & Associates
New York
$27K +$27K +200 New
ACA
1096
Aptus Capital Advisors
Alabama
$26K -$24.1K -178 -48%
IF
1097
Ironwood Financial
Arizona
$26K – – –
SN
1098
Sittner & Nelson
Oregon
$26K +$26K +192 New
CAL
1099
Capital Analysts LLC
Pennsylvania
$25K – – –
AW
1100
Avion Wealth
Texas
$25K – – –
42 43
44
45 46