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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.64B 48,545,066 +3,423,713 +8%
Morgan Stanley
2
Morgan Stanley
New York
$3.86B 28,219,786 +730,075 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.89B 13,824,487 -1,019,258 -7%
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.83B 13,352,041 -1,415,006 -10%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.74B 12,721,896 -261,427 -2%
Goldman Sachs
6
Goldman Sachs
New York
$1.7B 12,457,816 +297,215 +2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$1.63B 11,925,326 +1,026,331 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$882M 6,447,644 +506,648 +9%
UBS Group
9
UBS Group
Switzerland
$804M 5,881,158 -17,188 -0.3%
BlackRock
10
BlackRock
New York
$658M 4,810,848 +2,483,747 +107%
SF
11
Synovus Financial
Georgia
$648M 4,735,829 +262,782 +6%
Wells Fargo
12
Wells Fargo
California
$598M 4,372,401 +426,939 +11%
RJA
13
Raymond James & Associates
Florida
$544M 3,978,353 +241,557 +6%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$474M 3,463,858 +126,971 +4%
Citigroup
15
Citigroup
New York
$411M 3,004,181 -121,638 -4%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$395M 2,892,132 -35,926 -1%
American Century Companies
17
American Century Companies
Missouri
$374M 2,738,369 -3,078,011 -53%
Northern Trust
18
Northern Trust
Illinois
$333M 2,437,830 +1,022,650 +72%
Truist Financial
19
Truist Financial
North Carolina
$270M 1,971,872 +71,429 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$266M 1,946,609 -51,908 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$246M 1,802,528 +187,532 +12%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$239M 1,747,051 +233,496 +15%
TF
23
TIAA FSB
Florida
$236M 1,728,533 -21,014 -1%
LPL Financial
24
LPL Financial
California
$223M 1,628,963 +60,867 +4%
AllianceBernstein
25
AllianceBernstein
Tennessee
$220M 1,611,067 +116,456 +8%
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