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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
1
Bank of America
North Carolina
$6.64B
2
BlackRock
2
BlackRock
New York
$658M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.63B
4
Northern Trust
4
Northern Trust
Illinois
$333M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$181M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$374M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.83B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.89B
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$12.4M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
101
TD Ameritrade Investment Management
Nebraska
$22.8M -$370K -2,706 -2%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$22.4M +$3.95M +28,861 +21%
SG Americas Securities
103
SG Americas Securities
New York
$22.3M +$2.86M +20,933 +15%
MML Investors Services
104
MML Investors Services
Massachusetts
$22M +$699K +5,114 +3%
CA
105
Calton & Associates
Florida
$21.6M -$6.55M -47,914 -23%
ZIM
106
Zacks Investment Management
Illinois
$21.4M +$20.5M +149,762 +2,158%
RWG
107
Regal Wealth Group
California
$21.2M +$3.83M +28,019 +22%
PFP
108
Pinnacle Financial Partners
Tennessee
$20.8M -$394K -2,900 -2%
PWM
109
Paulson Wealth Management
Illinois
$20.6M +$194K +1,417 +0.9%
CAN
110
Cetera Advisor Networks
California
$20.5M +$632K +4,621 +3%
IIC
111
Integrated Investment Consultants
Michigan
$20.2M -$311K -2,272 -2%
FHC
112
First Horizon Corporation
Tennessee
$20.1M +$824K +6,024 +4%
MAM
113
Meeder Asset Management
Ohio
$19.6M +$9.02M +65,952 +85%
CP
114
Coho Partners
Pennsylvania
$19.2M +$19.2M +140,700 New
TPWA
115
TRUE Private Wealth Advisors
Oregon
$19.1M -$353K -2,584 -2%
UCFA
116
United Capital Financial Advisors
Texas
$18.9M +$286K +2,091 +2%
LCOV
117
London Company of Virginia
Virginia
$18.8M +$18.5M +134,959 +5,904%
CAM
118
Crestone Asset Management
Colorado
$18.4M +$5.74K +42 +0%
BA
119
Bridge Advisory
California
$18.3M +$18.3M +133,747 New
OAM
120
Oppenheimer Asset Management
New York
$18.2M +$7.04M +51,505 +63%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$18.2M +$3.39M +24,818 +23%
GW
122
GW & Wade
Massachusetts
$18.1M +$4.69M +34,336 +35%
MWM
123
Modera Wealth Management
New Jersey
$17.8M +$16.4M +119,844 +1,183%
LNC
124
Lincoln National Corp
Pennsylvania
$17.6M +$265K +1,940 +2%
FCBT
125
First Citizens Bank & Trust
North Carolina
$17.6M +$843K +6,168 +5%
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5
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