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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 %
NFG
476
Next Financial Group
Texas
$1.05M +$20.4K +173 +2%
TIM
477
Tortoise Investment Management
New York
$1.05M -$23.6K -200 -2%
CAM
478
Carret Asset Management
New York
$1.01M -$22.8K -193 -2%
CGL
479
Clarius Group LLC
Washington
$982K – – –
State Street
480
State Street
Massachusetts
$980K +$248K +2,102 +34%
BIA
481
BHK Investment Advisors
Alabama
$970K -$181K -1,531 -16%
Victory Capital Management
482
Victory Capital Management
Texas
$967K – – –
CA
483
Cambridge Associates
Massachusetts
$967K +$967K +8,184 New
TI
484
Trexquant Investment
Connecticut
$960K +$960K +8,127 New
AIP
485
Almanack Investment Partners
Pennsylvania
$958K +$958K +7,393 New
LWP
486
Legacy Wealth Planning
Nevada
$951K -$134K -1,130 -12%
CFG
487
Citizens Financial Group
Rhode Island
$948K +$719K +6,066 +314%
OCG
488
Opus Capital Group
Ohio
$941K – – –
Manulife (Manufacturers Life Insurance)
489
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$938K -$81.5M -689,565 -99%
FUBT
490
First United Bank & Trust
Maryland
$937K -$59.7K -505 -6%
SC
491
SouthState Corp
Florida
$937K -$20.2K -171 -2%
CG
492
Caprock Group
Idaho
$934K +$101K +853 +12%
SCA
493
STALEY CAPITAL ADVISERS
Pennsylvania
$928K +$118 +1 +0%
MWM
494
Minot Wealth Management
Massachusetts
$924K +$387K +3,274 +72%
TNB
495
Thomasville National Bank
Georgia
$918K -$84.6K -716 -8%
PPP
496
Private Portfolio Partners
New Jersey
$917K -$97.8K -828 -10%
FFA
497
Fragasso Financial Advisors
Pennsylvania
$916K -$8.74K -74 -0.9%
SSB
498
Sandy Spring Bank
Maryland
$911K -$204K -1,726 -18%
HNB
499
Huntington National Bank
Ohio
$911K -$925K – –
NCM
500
Next Capital Management
New York
$910K -$41K -347 -4%
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