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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 %
ECM
1001
ExodusPoint Capital Management
New York
– -$9.67M -85,900 Closed
PP
1002
Paloma Partners
Connecticut
– -$6.13M -54,455 Closed
MIAN
1003
Mariner Independent Advisor Network
Kansas
– -$5.81M -51,584 Closed
Qube Research & Technologies (QRT)
1004
Qube Research & Technologies (QRT)
United Kingdom
– -$5.22M -46,359 Closed
GU
1005
Georgetown University
District of Columbia
– -$4.82M -42,806 Closed
Millennium Management
1006
Millennium Management
New York
– -$4.62M -40,998 Closed
CS
1007
Credit Suisse
Switzerland
– -$3.49M -31,003 Closed
Diamond Hill Capital Management
1008
Diamond Hill Capital Management
Ohio
– -$3.28M -29,120 Closed
BPC
1009
Banque Pictet & Cie
Switzerland
– -$3.15M -28,000 Closed
Boston Partners
1010
Boston Partners
Massachusetts
– -$2.79M -24,728 Closed
Renaissance Technologies
1011
Renaissance Technologies
New York
– -$2.68M -23,800 Closed
AC
1012
Avestar Capital
New York
– -$2.38M -21,100 Closed
PGAM
1013
Princeton Global Asset Management
New Jersey
– -$2.13M -18,912 Closed
VWA
1014
V Wealth Advisors
Kansas
– -$1.43M -12,674 Closed
G
1015
GenTrust
Florida
– -$1.36M -12,034 Closed
BCM
1016
Bridgeway Capital Management
Texas
– -$1.12M -9,900 Closed
Nomura Asset Management
1017
Nomura Asset Management
Japan
– -$980K -8,700 Closed
CPA
1018
Clear Perspective Advisors
Illinois
– -$901K -7,998 Closed
CWS
1019
Cypress Wealth Services
California
– -$799K -7,097 Closed
AIM
1020
Aspen Investment Management
Michigan
– -$774K -6,872 Closed
RRAM
1021
River Road Asset Management
Kentucky
– -$631K -5,605 Closed
BS
1022
Banco Santander
Spain
– -$608K -5,395 Closed
HPC
1023
Hobart Private Capital
North Carolina
– -$595K -5,286 Closed
ACM
1024
Allred Capital Management
Texas
– -$591K -5,250 Closed
MCWS
1025
McKinley Carter Wealth Services
West Virginia
– -$588K -5,217 Closed
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