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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 %
CFFP
1101
Center for Financial Planning
Michigan
$24K – – –
DAM
1102
Delta Asset Management
Tennessee
$22K – – –
BAM
1103
Bellevue Asset Management
Washington
$21K – – –
HI
1104
Hudock Inc
Pennsylvania
$20K -$20K -151 -50%
HIM
1105
HawsGoodwin Investment Management
Tennessee
$20K – – –
WFA
1106
West Financial Advisors
Iowa
$20K +$20K +146 New
AWM
1107
Accel Wealth Management
Iowa
$19K +$19K +136 New
PCTC
1108
Perkins Coie Trust Company
Washington
$17K – – –
IFAM
1109
Institutional & Family Asset Management
Colorado
$17K – – –
CMBA
1110
C.M. Bidwell & Associates
Hawaii
$17K – – –
SIAG
1111
Signet Investment Advisory Group
Rhode Island
$16K +$16K +120 New
MIM
1112
Merrion Investment Management
New Jersey
$16K +$16K +120 New
CICI
1113
Capital Investment Counsel Inc
North Carolina
$14K – – –
RIA
1114
RPG Investment Advisory
California
$14K – – –
PS
1115
Planned Solutions
California
$14K – – –
TA
1116
Tectonic Advisors
Texas
$13K +$13K +97 New
MWC
1117
MBM Wealth Consultants
Missouri
$11K – – –
CA
1118
Centerpoint Advisors
Massachusetts
$10K – – –
ATC
1119
Adirondack Trust Company
New York
$10K – – –
NFSG
1120
Newbridge Financial Services Group
Florida
$10K – – –
DTIM
1121
Danda Trouve Investment Management
Kansas
$10K +$10K +70 New
IA
1122
Inspire Advisors
Idaho
$10K +$10K +74 New
LDFR
1123
Lehman & Derafelo Financial Resources
Pennsylvania
$9K – – –
OAJ
1124
Ogorek Anthony Joseph
New York
$8K -$4K -30 -33%
BA
1125
Ballast Advisors
Minnesota
$8K – – –
43 44
45
46 47