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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 %
HCM
326
HM Capital Management
Missouri
$2.53M – – –
OR
327
Olympiad Research
Connecticut
$2.51M +$2.51M +21,205 New
PCG
328
Private Capital Group
Connecticut
$2.42M -$1.75M -14,817 -42%
BFG
329
Baron Financial Group
New Jersey
$2.41M +$2.41M +20,377 New
WIC
330
Whitegate Investment Counselors
New Hampshire
$2.39M -$605K -5,120 -20%
BAM
331
Berkshire Asset Management
Pennsylvania
$2.38M -$254K -2,150 -10%
BFG
332
Beacon Financial Group
Texas
$2.37M -$192K -1,628 -8%
MA
333
Mutual Advisors
Nebraska
$2.37M -$104K -884 -4%
MFW
334
Mosaic Family Wealth
Missouri
$2.34M -$160K -1,352 -6%
SW
335
SlateStone Wealth
Florida
$2.32M -$1.51M -12,814 -39%
OCM
336
One Capital Management
California
$2.32M -$16.5K -140 -0.7%
EWM
337
EPG Wealth Management
Georgia
$2.3M -$1.77K -15 -0.1%
CCT
338
Chemung Canal Trust
New York
$2.3M -$17.4K -147 -0.7%
FMC
339
First Merchants Corp
Indiana
$2.28M +$41.3K +350 +2%
SAM
340
Shone Asset Management
California
$2.27M -$49.2K -400 -2%
AAM
341
Aureus Asset Management
Massachusetts
$2.22M – – –
HIA
342
Harbor Investment Advisory
Maryland
$2.21M -$38.8K -328 -2%
SLT
343
St Louis Trust
Missouri
$2.19M +$118 +1 +0%
AT
344
Arden Trust
Delaware
$2.17M -$444K -3,758 -17%
BB
345
Busey Bank
Illinois
$2.17M +$8.63K +73 +0.4%
SMC
346
Smith, Moore & Co
Missouri
$2.12M +$121K +1,028 +6%
SB
347
Sunflower Bank
Texas
$2.08M -$65K -550 -3%
DWT
348
Dorsey & Whitney Trust
South Dakota
$2.06M – – –
NB
349
Nicolet Bankshares
Wisconsin
$2.04M -$6.97K -59 -0.3%
AWM
350
AE Wealth Management
Kansas
$2.04M -$7.32K -62 -0.4%
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