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iShares Russell 1000 Value ETF
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Overview Fund Activity

998 hedge funds and large institutions have $28.5B invested in iShares Russell 1000 Value ETF in 2020 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 323 increasing their positions, 391 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+13
Holders Change %
+1.32%
% of All Funds
20.19%
Holding in Top 10
71
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.9%
% of All Funds
1.44%
New
83
Increased
323
Reduced
391
Closed
60
Calls
$91M
Puts
$439M
Net Calls
-$348M
Net Calls Change
-$311M

Top Buyers

1
AC
Allstate Corporation
Illinois
+$137M
2
Bank of America
Bank of America
North Carolina
+$110M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$82.1M
4
Goldman Sachs
Goldman Sachs
New York
+$65.7M
5
UBS Group
UBS Group
Switzerland
+$61.1M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$135M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$81.5M
3
JRP
Jasper Ridge Partners
California
-$73.9M
4
Stifel Financial
Stifel Financial
Missouri
-$67.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
226
Orion Portfolio Solutions
Nebraska
$5.02M +$846K +7,162 +20%
WANY
227
Wealthspire Advisors (New York)
New York
$5.01M +$3.85M +32,582 +331%
HCMT
228
Highland Capital Management (Tennessee)
Tennessee
$4.92M -$184K -1,558 -4%
HHRDM
229
H&H Retirement Design & Management
Nevada
$4.88M +$3.08M +26,068 +172%
BSW
230
Buckingham Strategic Wealth
Missouri
$4.83M -$328K -2,775 -6%
MLICM
231
Metropolitan Life Insurance Company (MetLife)
New York
$4.8M -$3.73M -31,600 -44%
RTS
232
Round Table Services
New Jersey
$4.78M -$1.62M -13,749 -25%
UWPG
233
Ullmann Wealth Partners Group
Florida
$4.77M -$79K -669 -2%
NP
234
NorthRock Partners
Minnesota
$4.73M +$272K +2,304 +6%
ZB
235
Zions Bancorporation
Utah
$4.64M -$108K -914 -2%
Mackenzie Financial
236
Mackenzie Financial
Ontario, Canada
$4.63M +$2.23M +18,900 +93%
IAA
237
Ironsides Asset Advisors
North Carolina
$4.61M – – –
DMC
238
Drexel Morgan & Co
Pennsylvania
$4.6M -$8.86K -75 -0.2%
TSS
239
Two Sigma Securities
New York
$4.59M +$293K +2,481 +7%
SCM
240
SOL Capital Management
Maryland
$4.54M +$88.6K +750 +2%
SFG
241
Sunburst Financial Group
Alabama
$4.54M – – –
CDIA
242
Capital Directions Investment Advisors
Georgia
$4.51M -$12.6K -107 -0.3%
CG
243
Colony Group
Massachusetts
$4.48M -$85.1K -720 -2%
SWRP
244
Summit Wealth & Retirement Planning
California
$4.45M -$98.3K -832 -2%
CI
245
Cambiar Investors
Colorado
$4.4M -$575K -4,866 -12%
S
246
SignatureFD
Georgia
$4.38M -$255K -2,156 -5%
WT
247
Whittier Trust
California
$4.36M -$8.03K -68 -0.2%
CWM
248
Chicago Wealth Management
Illinois
$4.36M +$235K +1,991 +6%
BG
249
Berry Group
Massachusetts
$4.28M -$44.1K -373 -1%
PRWA
250
Platte River Wealth Advisors
Colorado
$4.28M +$150K +1,271 +4%
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