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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.

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 %
BDF
51
Balasa Dinverno & Foltz
$51.4M -$157K -1,325 -0.3%
SGAM
52
Stephens Group Asset Management
Arkansas
$48.2M +$1.1M +9,340 +2%
PAS
53
Park Avenue Securities
New York
$47M -$1.37M -11,593 -3%
Mariner
54
Mariner
Kansas
$46.2M -$5.7M -48,216 -11%
BCI
55
Brinker Capital Investments
Pennsylvania
$45M +$16.5M +139,448 +58%
Brown Advisory
56
Brown Advisory
Maryland
$44.4M +$7.25M +61,340 +20%
HCC
57
Hirtle Callaghan & Co
Pennsylvania
$43.9M +$3.84M +32,519 +10%
BIM
58
Bridges Investment Management
Nebraska
$43.4M -$334K -2,829 -0.8%
PAG
59
Private Advisor Group
New Jersey
$42.7M +$856K +7,362 +2%
CMA
60
Cedar Mountain Advisors
Oregon
$41.8M +$496K +4,201 +1%
BUB
61
BBVA USA Bancshares
Texas
$39.6M +$479K +4,055 +1%
CL
62
Choreo LLC
Illinois
$38.8M -$1.4M -11,865 -3%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$35M -$1.49M -12,614 -4%
WRTC
64
Wind River Trust Company
Wyoming
$32.8M – – –
CM
65
Castleark Management
Illinois
$31.3M – – –
CFB
66
Cullen/Frost Bankers
Texas
$31.1M +$566K +4,795 +2%
SPIA
67
Steward Partners Investment Advisory
New York
$30.8M +$43.2K +366 +0.1%
FBFS
68
First Business Financial Services
Wisconsin
$30.4M +$345K +2,920 +1%
MG
69
Mather Group
Illinois
$30.4M -$2.17M -18,406 -7%
LC
70
Landaas & Company
Wisconsin
$30.1M -$112K -948 -0.4%
KeyBank National Association
71
KeyBank National Association
Ohio
$29.5M -$1.89M -16,037 -6%
KAS
72
Kestra Advisory Services
Texas
$29.3M +$29.3M +248,657 New
NFG
73
Nadler Financial Group
Illinois
$29M +$241K +2,039 +0.8%
SWPG
74
Strategic Wealth Partners Group
Illinois
$28.9M +$1.2M +10,137 +4%
RWB
75
RMR Wealth Builders
New Jersey
$28.9M +$25.6M +216,400 +771%
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