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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
1
Allstate Corporation
Illinois
$137M
2
Bank of America
2
Bank of America
North Carolina
$5.33B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$177M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.44B
5
UBS Group
5
UBS Group
Switzerland
$697M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.74B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$938K
3
JRP
3
Jasper Ridge Partners
California
$120M
4
Stifel Financial
4
Stifel Financial
Missouri
$161M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$167M +$4.5M +38,105 +3%
Stifel Financial
27
Stifel Financial
Missouri
$161M -$67.5M -571,515 -30%
AC
28
Allstate Corporation
Illinois
$137M +$137M +1,162,200 New
JRP
29
Jasper Ridge Partners
California
$120M -$73.9M -625,739 -38%
CB
30
Commerce Bank
Missouri
$111M +$1.09M +9,234 +1%
CAM
31
Cresset Asset Management
Illinois
$109M -$1.6M -13,569 -1%
US Bancorp
32
US Bancorp
Minnesota
$99.3M +$64.4K +545 +0.1%
SI
33
Stephens Inc
Arkansas
$95.3M +$3.88M +32,843 +4%
Ameriprise
34
Ameriprise
Minnesota
$93.8M +$8.41M +71,428 +10%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$92.4M +$6.68M +56,535 +8%
WPW
36
Waldron Private Wealth
Pennsylvania
$88.5M +$2.68M +22,708 +3%
Osaic Holdings
37
Osaic Holdings
Arizona
$87.9M +$9.26M +78,407 +12%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$78.4M -$3.42M -28,968 -4%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$74M -$10.5M -88,871 -12%
PL
40
Perpetual Ltd
Australia
$69.7M – – –
EH
41
Equitable Holdings
New York
$68.1M -$25.6M -216,318 -27%
HighTower Advisors
42
HighTower Advisors
Illinois
$66.2M -$3.56M -30,114 -5%
CI Investments Inc
43
CI Investments Inc
Ontario, Canada
$65.1M +$1.06M +9,007 +2%
OC
44
Oakworth Capital
Alabama
$64M +$5.24M +44,387 +9%
1SB
45
1ST Source Bank
Indiana
$61.6M -$1.02M -8,638 -2%
SP
46
Stairway Partners
Illinois
$58.3M +$1.82M +15,411 +3%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$58.1M +$30.4M +256,937 +109%
Creative Planning
48
Creative Planning
Kansas
$57.6M -$30.2M -255,680 -34%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$56.5M +$8.29M +70,152 +17%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$53.6M -$2.02M -17,090 -4%
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