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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 %
KP
176
Keel Point
Alabama
$9.82M -$1.5M -10,965 -13%
IFO
177
Independent Family Office
New York
$9.73M +$86.1K +630 +0.9%
Eagle Capital Management (New York)
178
Eagle Capital Management (New York)
New York
$9.7M +$9.7M +70,966 New
IUHSA
179
Itau Unibanco Holding S.A.
Brazil
$9.57M +$9.23M +67,465 +2,693%
ICMP
180
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.51M -$408K -2,983 -4%
BF
181
BOK Financial
Oklahoma
$9.37M +$703K +5,140 +8%
APP
182
Avantax Planning Partners
Iowa
$9.36M -$1.75M -12,795 -16%
DI
183
Disciplined Investments
Oklahoma
$9.31M -$164K -1,200 -2%
WSTAM
184
Wilbanks Smith & Thomas Asset Management
Virginia
$9.29M +$3.04M +22,251 +49%
FHA
185
First Horizon Advisors
Tennessee
$9.17M -$190K -1,392 -2%
WSFS
186
Wilmington Savings Fund Society
Delaware
$9.14M -$2.31M -16,917 -20%
Kayne Anderson Rudnick Investment Management
187
Kayne Anderson Rudnick Investment Management
California
$9.13M +$4.43M +32,422 +95%
CCC
188
Crescent Capital Consulting
Louisiana
$9.01M +$9.01M +65,915 New
JFGIW
189
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9M -$1.17M -8,592 -12%
PI
190
Putnam Investments
Massachusetts
$8.88M +$2.46M +17,995 +38%
RA
191
Reby Advisors
Connecticut
$8.72M +$8.72M +63,794 New
V
192
Veritable
Delaware
$8.71M -$592K -4,330 -6%
HSA
193
HBK Sorce Advisory
Pennsylvania
$8.68M -$33.6K -246 -0.4%
CS
194
Credit Suisse
Switzerland
$8.59M +$8.59M +62,851 New
NYLIM
195
New York Life Investment Management
New York
$8.53M -$3.09M -22,573 -27%
MIAN
196
Mariner Independent Advisor Network
Kansas
$8.43M +$8.43M +61,673 New
SWP
197
ShoreHaven Wealth Partners
New Jersey
$8.42M +$8.42M +61,547 New
Principal Financial Group
198
Principal Financial Group
Iowa
$8.34M +$383K +2,804 +5%
BSW
199
Buckingham Strategic Wealth
Missouri
$8.3M +$2.71M +19,813 +48%
Boston Partners
200
Boston Partners
Massachusetts
$8.08M +$8.08M +59,057 New
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