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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 %
AL
1026
AJO LP
Pennsylvania
– -$493K -4,380 Closed
CST
1027
Charles Schwab Trust
Nevada
– -$444K -3,941 Closed
RW
1028
REDW Wealth
New Mexico
– -$397K -3,526 Closed
Charles Schwab
1029
Charles Schwab
California
– -$361K -3,200 Closed
SCA
1030
Snowden Capital Advisors
New York
– -$317K -2,818 Closed
BRWM
1031
B. Riley Wealth Management
Tennessee
– -$315K -2,800 Closed
VFP
1032
Verus Financial Partners
Virginia
– -$314K -2,789 Closed
VHAM
1033
Van Hulzen Asset Management
California
– -$308K -2,734 Closed
DBT
1034
Dubuque Bank & Trust
Iowa
– -$244K -2,166 Closed
PPCM
1035
Pillar Pacific Capital Management
California
– -$227K -2,012 Closed
RIA
1036
Regal Investment Advisors
Michigan
– -$206K -1,830 Closed
PWP
1037
Principle Wealth Partners
Connecticut
– -$205K -1,818 Closed
BEAM
1038
Baker Ellis Asset Management
Washington
– -$187K -1,663 Closed
WOSD
1039
WFA of San Diego
California
– -$220K -1,594 Closed
KPW
1040
Kore Private Wealth
New York
– -$163K -1,449 Closed
CF
1041
Centaurus Financial
California
– -$141K -1,253 Closed
THWM
1042
Taylor Hoffman Wealth Management
Virginia
– -$127K -1,125 Closed
SIM
1043
Sonora Investment Management
Arizona
– -$119K -1,058 Closed
CWM
1044
Campbell Wealth Management
Virginia
– -$115K -1,022 Closed
PIMG
1045
Patriot Investment Management Group
Tennessee
– -$87.1K -773 Closed
AWM
1046
Apollon Wealth Management
South Carolina
– -$51K -453 Closed
BFIM
1047
Beese Fulmer Investment Management
Ohio
– -$45K -397 Closed
SCA
1048
Stonebridge Capital Advisors
Minnesota
– -$40K -359 Closed
JPLA
1049
Joseph P. Lucia & Associates
New York
– -$31K -278 Closed
WFMPM
1050
Woodley Farra Manion Portfolio Management
Indiana
– -$26K -235 Closed
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