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

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$374M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.83B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.89B
4
HCC
Hirtle Callaghan & Co
Pennsylvania
$12.4M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
126
Telemus Capital
Michigan
$17.2M +$837K +6,118 +5%
MCM
127
MV Capital Management
Maryland
$17.1M +$2.04M +14,956 +14%
MAM
128
Marquette Asset Management
Minnesota
$17.1M -$118K -866 -0.7%
CG
129
Corundum Group
Colorado
$16.6M +$1.48M +10,827 +10%
GWM
130
Geneos Wealth Management
Colorado
$16.5M +$15.9M +104,913 +2,775%
FCI
131
Financial Counselors Inc
Kansas
$16.3M +$604K +4,418 +4%
CAL
132
Capital Advisors Ltd
Ohio
$15.6M +$238K +1,737 +2%
FB
133
Fulton Bank
Pennsylvania
$15.4M -$349K -2,549 -2%
SAM
134
Silvercrest Asset Management
New York
$15.4M +$2.82M +20,611 +22%
PFO
135
Pathstone Family Office
New Jersey
$15.2M +$1.64K +12 +0%
RhumbLine Advisers
136
RhumbLine Advisers
Massachusetts
$15.1M +$5.08M +37,143 +51%
BCM
137
BTC Capital Management
Iowa
$15M +$271K +1,985 +2%
TPCW
138
TD Private Client Wealth
New York
$14.9M +$8.53M +62,362 +134%
Barclays
139
Barclays
United Kingdom
$14.8M +$605K +4,425 +4%
QI
140
QS Investors
New York
$14.3M -$563K -4,119 -4%
CIAS
141
CFS Investment Advisory Services
New Jersey
$14.3M +$14.3M +104,342 New
GIM
142
Goelzer Investment Management
Indiana
$14.2M +$820K +6,000 +6%
ANTB
143
AMG National Trust Bank
Colorado
$13.8M +$1.16M +8,500 +9%
WJA
144
Willis Johnson & Associates
Texas
$13.7M +$13.7M +99,834 New
CM
145
Churchill Management
California
$13.5M +$13.5M +98,754 New
GIA
146
GHP Investment Advisors
Colorado
$13.1M -$98.4K -720 -0.7%
LAM
147
Lyrical Asset Management
New York
$12.6M +$12.6M +92,185 New
CWC
148
Carolinas Wealth Consulting
North Carolina
$12.5M +$132K +962 +1%
RWB
149
RMR Wealth Builders
New Jersey
$12.4M -$21M -153,600 -63%
HCC
150
Hirtle Callaghan & Co
Pennsylvania
$12.4M -$38.5M -281,110 -76%
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