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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 %
NOI
201
Newton One Investments
Delaware
$8.05M +$8.05M +58,907 New
JIC
202
Johnson Investment Counsel
Ohio
$8.03M -$253K -1,848 -3%
SWP
203
Stratos Wealth Partners
Ohio
$8.02M -$1,000K -7,313 -11%
IWAG
204
Integer Wealth Advisors Group
Georgia
$7.92M +$672K +4,819 +9%
Natixis Advisors
205
Natixis Advisors
Massachusetts
$7.91M +$182K +1,333 +2%
SEI Investments
206
SEI Investments
Pennsylvania
$7.88M -$4.27M -31,211 -35%
UB
207
UMB Bank
Missouri
$7.74M +$533K +3,901 +7%
SW
208
SVB Wealth
Massachusetts
$7.68M -$622K -4,551 -7%
ABC
209
Associated Banc-Corp
Wisconsin
$7.52M -$78.9K -577 -1%
OFG
210
Oxford Financial Group
Indiana
$7.48M -$68.9K -504 -0.9%
Massachusetts Financial Services
211
Massachusetts Financial Services
Massachusetts
$7.45M -$10.3M -75,524 -58%
PI
212
PineBridge Investments
New York
$7.41M +$1.31M +9,602 +22%
CI
213
Cambiar Investors
Colorado
$7.38M +$2.29M +16,727 +45%
SWM
214
Segment Wealth Management
Texas
$7.38M – – –
BPA
215
Beacon Pointe Advisors
California
$7.37M +$46.5K +340 +0.6%
CCT
216
Country Club Trust
Missouri
$7.33M +$619K +4,560 +9%
SCG
217
Sonata Capital Group
Washington
$7.33M +$108K +788 +1%
I2I
218
Insight 2811 Inc
Illinois
$7.17M +$117K +858 +2%
CPIG
219
Chicago Partners Investment Group
Illinois
$7.12M +$93.1K +664 +1%
NL
220
NWAM LLC
Washington
$7.11M +$52.9K +387 +0.7%
BI
221
Ballast Inc
Kentucky
$7.04M +$94.3K +690 +1%
VanEck Associates
222
VanEck Associates
New York
$6.92M -$168K -1,232 -2%
AAS
223
Avantax Advisory Services
Texas
$6.84M -$4.76M -34,789 -41%
RIS
224
Retirement Income Solutions
Michigan
$6.69M +$374K +2,732 +6%
WAP
225
Wealthcare Advisory Partners
Pennsylvania
$6.55M -$526K -3,845 -7%
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