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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 %
MCM
101
MAI Capital Management
Ohio
$18.3M +$392K +3,322 +2%
LMIM
102
Lockheed Martin Investment Management
Maryland
$18.3M – – –
IIC
103
Integrated Investment Consultants
Michigan
$17.7M -$398K -3,369 -2%
PWM
104
Paulson Wealth Management
Illinois
$17.6M +$65.7K +556 +0.4%
CAN
105
Cetera Advisor Networks
California
$17.1M +$120K +1,015 +0.7%
TPWA
106
TRUE Private Wealth Advisors
Oregon
$16.8M +$8.64M +73,139 +106%
SG Americas Securities
107
SG Americas Securities
New York
$16.8M -$3.09M -26,143 -16%
FHC
108
First Horizon Corporation
Tennessee
$16.7M +$16.7M +141,162 New
UCFA
109
United Capital Financial Advisors
Texas
$16.1M -$773K -6,545 -5%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$16M +$438K +3,706 +3%
CAM
111
Crestone Asset Management
Colorado
$15.9M +$159K +1,345 +1%
Massachusetts Financial Services
112
Massachusetts Financial Services
Massachusetts
$15.4M +$13.8M +117,016 +902%
BPB
113
Badgley, Phelps & Bell
Washington
$15.3M +$476K +4,027 +3%
LNC
114
Lincoln National Corp
Pennsylvania
$15M +$333K +2,822 +2%
RWG
115
Regal Wealth Group
California
$15M -$72.4K -613 -0.5%
MAM
116
Marquette Asset Management
Minnesota
$14.8M -$158K -1,338 -1%
TC
117
Telemus Capital
Michigan
$14.8M +$61.8K +502 +0.4%
IA
118
Independence Advisors
Pennsylvania
$14.7M -$137K -1,158 -0.9%
FCBT
119
First Citizens Bank & Trust
North Carolina
$14.5M -$5.21M -44,145 -26%
FB
120
Fulton Bank
Pennsylvania
$13.6M -$111K -936 -0.8%
FCI
121
Financial Counselors Inc
Kansas
$13.6M +$25.9K +219 +0.2%
NA
122
Nottingham Advisors
New York
$13.4M -$860K -7,216 -6%
CAL
123
Capital Advisors Ltd
Ohio
$13.3M -$142K -1,206 -1%
PFO
124
Pathstone Family Office
New Jersey
$13.1M +$8.34M +70,602 +175%
CG
125
Corundum Group
Colorado
$13M +$20.1K +170 +0.2%
3 4
5
6 7