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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 %
JSL
826
JT Stratford LLC
Georgia
$222K -$27.4K -232 -11%
CCM
827
Canal Capital Management
Virginia
$222K +$6.96K +59 +3%
M
828
MOTCO
Texas
$221K – – –
NGA
829
Naples Global Advisors
Florida
$220K -$143K -1,212 -39%
ATWA
830
Arbor Trust Wealth Advisors
Michigan
$219K -$11.8K -100 -5%
DC
831
Davenport & Co
Virginia
$219K +$219K +1,851 New
FPB
832
First PREMIER Bank
South Dakota
$218K +$198K +1,675 +991%
MCCP
833
Mission Creek Capital Partners
California
$217K – – –
CIC
834
Carnegie Investment Counsel
Ohio
$215K – – –
BFA
835
Beaumont Financial Advisors
Massachusetts
$215K +$1.89K +16 +0.9%
JIP
836
Jaffetilchin Investment Partners
Florida
$213K +$213K +1,805 New
EWA
837
Exencial Wealth Advisors
Oklahoma
$212K -$172K -1,455 -45%
FIM
838
Fernwood Investment Management
Massachusetts
$212K – – –
ATC
839
Argent Trust Co
Tennessee
$210K -$2.15M -18,164 -91%
GP
840
Girard Partners
Pennsylvania
$210K -$23.5K -200 -10%
IAA
841
Independent Advisor Alliance
North Carolina
$210K +$831 +7 +0.4%
RP
842
Rice Partnership
Hawaii
$209K -$18.8K -159 -8%
WI
843
Wintrust Investments
Illinois
$209K -$5.9K -50 -3%
BSA
844
Braun Stacey Associates
New York
$209K -$1.77K -15 -0.8%
CAM
845
Cozad Asset Management
Illinois
$208K +$208K +1,757 New
STB
846
S&T Bank
Pennsylvania
$208K +$208K +1,761 New
VVP
847
Venture Visionary Partners
Ohio
$208K +$208K +1,763 New
Fisher Asset Management
848
Fisher Asset Management
Washington
$207K -$26.6K -225 -11%
DWM
849
Destination Wealth Management
California
$207K -$17.3K -147 -8%
GT
850
Greenleaf Trust
Michigan
$204K +$204K +1,725 New
32 33
34
35 36