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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 %
JAWM
1126
J. Arnold Wealth Management
Ohio
$8K +$8K +55 New
LIA
1127
Luken Investment Analytics
Tennessee
$8K +$8K +58 New
TC
1128
Truvestments Capital
Florida
$8K +$8K +64 New
CA
1129
Crewe Advisors
Utah
$5K – – –
HCA
1130
Harbour Capital Advisors
Virginia
$5K – – –
CPFP
1131
Clear Perspectives Financial Planning
Ohio
$5K +$5K +35 New
HWM
1132
HighMark Wealth Management
Minnesota
$4K -$17.6K -132 -81%
GIP
1133
Granite Investment Partners
California
$4K – – –
GI
1134
Gradient Investments
Minnesota
$4K – – –
FFG
1135
Fortem Financial Group
California
$4K +$4K +30 New
TCM
1136
Tradewinds Capital Management
Washington
$3K – – –
TFA
1137
Toth Financial Advisory
Virginia
$3K – – –
APWA
1138
Atlas Private Wealth Advisors
New Jersey
$3K – – –
M1FG
1139
Mach-1 Financial Group
Arkansas
$3K +$3K +22 New
IHWM
1140
Iron Horse Wealth Management
Iowa
$3K +$3K +23 New
BSG
1141
Black Swift Group
Colorado
$3K +$3K +25 New
HR
1142
Howe & Rusling
New York
$2K +$2K +14 New
SCP
1143
Syntal Capital Partners
Texas
$1.07K – – –
RG
1144
Retirement Group
California
$1K – – –
SIS
1145
Sound Income Strategies
Florida
$1K – – –
TCWA
1146
Ten Capital Wealth Advisors
Washington
$1K +$1K +4 New
AFS
1147
Annapolis Financial Services
Maryland
$1K +$1K +6 New
WIM
1148
Westside Investment Management
California
$55 – – –
OMC
1149
Old Mission Capital
Illinois
– -$20.3M -171,630 Closed
LMIM
1150
Lockheed Martin Investment Management
Maryland
– -$18.3M -155,000 Closed
44 45
46
47 48