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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 %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$28.2M +$3.07M +25,969 +12%
MC
77
Minot Capital
Colorado
$27M – – –
CC
78
Cassaday & Co
Virginia
$26M -$273K -2,310 -1%
AAP
79
Arax Advisory Partners
Colorado
$25.9M +$25.9M +219,161 New
FA
80
FDx Advisors
Illinois
$25.9M -$1.55M -13,129 -6%
CFM
81
Comprehensive Financial Management
California
$24.8M -$516K -4,365 -2%
CA
82
Calton & Associates
Florida
$24.3M -$4.66M -39,427 -16%
FWM
83
FSA Wealth Management
Massachusetts
$24.2M +$2.97M +25,120 +14%
William Blair & Company
84
William Blair & Company
Illinois
$24.2M -$2.29M -19,413 -9%
LFWA
85
LBJ Family Wealth Advisors
Texas
$23.4M +$137K +1,163 +0.6%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$22.5M +$6.71M +56,809 +42%
PFBT
87
Parkside Financial Bank & Trust
Missouri
$22.3M -$3.08M -26,056 -12%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$22.1M +$4.73M +40,287 +27%
AIA
89
Alera Investment Advisors
Illinois
$22.1M +$5.63M +47,672 +34%
Comerica Bank
90
Comerica Bank
Texas
$22.1M +$1.49M +12,045 +7%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$21.1M -$3.11M -26,248 -13%
FAM
92
Flaharty Asset Management
Florida
$21.1M -$129K -1,092 -0.6%
EIC
93
Equity Investment Corp
Georgia
$20.8M +$13.9M +117,853 +203%
OMC
94
Old Mission Capital
Illinois
$20.3M +$13.8M +116,552 +212%
TAIM
95
TD Ameritrade Investment Management
Nebraska
$20M -$463K -3,921 -2%
PPA
96
Parametric Portfolio Associates
Washington
$19.5M +$18.2M +153,900 +1,365%
Rafferty Asset Management
97
Rafferty Asset Management
New York
$18.6M -$3.63M -30,709 -16%
RFC
98
Regions Financial Corp
Alabama
$18.6M -$135K -1,143 -0.7%
MML Investors Services
99
MML Investors Services
Massachusetts
$18.4M +$1.24M +10,510 +7%
PFP
100
Pinnacle Financial Partners
Tennessee
$18.4M +$487K +4,123 +3%
2 3
4
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