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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 %
CP
151
Covenant Partners
Tennessee
$12.4M +$70.8K +518 +0.6%
WA
152
Waverly Advisors
Alabama
$12.3M -$104K -725 -0.8%
PSUF
153
People's United Financial
Connecticut
$12.1M -$2.89M -21,171 -19%
RJT
154
Raymond James Trust
Florida
$12M -$373K -2,727 -3%
DT
155
Diversified Trust
Tennessee
$11.9M +$1.14M +8,307 +11%
SXL
156
Summit X LLC
Missouri
$11.8M +$11.3M +82,808 +2,470%
BWCS
157
Beirne Wealth Consulting Services
Connecticut
$11.6M +$2.27M +16,584 +24%
GT
158
Glenmede Trust
Pennsylvania
$11.5M +$4.86M +35,537 +74%
ECM
159
ExodusPoint Capital Management
New York
$11.4M +$11.4M +83,177 New
MLICM
160
Metropolitan Life Insurance Company (MetLife)
New York
$11.3M +$5.74M +42,000 +103%
BNP Paribas Financial Markets
161
BNP Paribas Financial Markets
France
$11.2M +$8.09M +59,132 +256%
EIC
162
Equity Investment Corp
Georgia
$10.9M -$13.1M -95,881 -55%
CA
163
Cetera Advisors
Colorado
$10.9M +$324K +2,370 +3%
NA
164
Nottingham Advisors
New York
$10.9M -$4.44M -32,506 -29%
AF
165
Advisornet Financial
Minnesota
$10.6M +$852K +6,234 +9%
DW
166
Domani Wealth
Pennsylvania
$10.6M -$362K -2,651 -3%
MBT
167
Montecito Bank & Trust
California
$10.5M -$14.1K -103 -0.1%
WANY
168
Wealthspire Advisors (New York)
New York
$10.3M +$4.5M +32,943 +78%
TA
169
Tiedemann Advisors
New York
$10.3M +$1.46M +10,673 +17%
PA
170
Prism Advisors
California
$10.3M -$63.6K -465 -0.6%
IP
171
Investment Partners
Ohio
$10.2M +$1.37K +10 +0%
GMA
172
Goldstein Munger & Associates
California
$10.2M +$24.2K +177 +0.2%
EIG
173
Ellenbecker Investment Group
Wisconsin
$10M -$2.5M -18,254 -20%
LW
174
Linscomb Wealth
Texas
$10M +$602K +4,404 +6%
EWA
175
EP Wealth Advisors
California
$9.88M +$513K +3,750 +5%
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