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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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
301
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.93M +$2.93M +24,800 New
Susquehanna International Group
302
Susquehanna International Group
Pennsylvania
$2.9M -$20.4M -173,058 -88%
OFS
303
Oldfather Financial Services
Nebraska
$2.86M +$84.8K +692 +3%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$2.84M – – –
CS
305
Comerica Securities
Michigan
$2.84M -$183K -1,545 -6%
PA
306
Parkside Advisors
California
$2.84M -$85.8K -726 -3%
GL
307
Graypoint LLC
New York
$2.83M – – –
MA
308
Montag & Associates
Georgia
$2.82M +$126K +1,067 +5%
KAH
309
Kathryn A. Hall
$2.79M – – –
WFA
310
Wellspring Financial Advisors
Ohio
$2.79M – – –
FA
311
FCG Advisors
New Jersey
$2.78M -$621K -5,261 -18%
SBSB
312
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.78M +$27.1K +229 +1%
BNP Paribas Financial Markets
313
BNP Paribas Financial Markets
France
$2.72M +$1.81M +15,360 +200%
AIFAIM
314
American Institute for Advanced Investment Management
Arizona
$2.71M +$164K +1,387 +6%
EVC
315
Eidelman Virant Capital
Missouri
$2.68M +$2.68M +22,648 New
Simplex Trading
316
Simplex Trading
Illinois
$2.68M +$2.68M +22,671 New
1IA
317
1834 Investment Advisors
Wisconsin
$2.66M – – –
AIM
318
Acropolis Investment Management
Missouri
$2.66M +$45.6K +386 +2%
Bessemer Group
319
Bessemer Group
New Jersey
$2.63M -$214K -1,814 -8%
SIA
320
Stegner Investment Associates
Kentucky
$2.58M +$2.58M +21,809 New
OIA
321
OneDigital Investment Advisors
Kansas
$2.57M -$151K -1,274 -6%
CFA
322
Cahill Financial Advisors
Minnesota
$2.57M +$86.1K +729 +3%
SFA
323
Sequoia Financial Advisors
Ohio
$2.56M -$55.6K -471 -2%
Prudential Financial
324
Prudential Financial
New Jersey
$2.56M +$50.1K +424 +2%
DADC
325
D.A. Davidson & Co
Montana
$2.54M +$499K +4,221 +24%
11 12
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