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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
$5.33B
3
AllianceBernstein
AllianceBernstein
Tennessee
$177M
4
Goldman Sachs
Goldman Sachs
New York
$1.44B
5
UBS Group
UBS Group
Switzerland
$697M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.74B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$938K
3
JRP
Jasper Ridge Partners
California
$120M
4
Stifel Financial
Stifel Financial
Missouri
$161M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
176
First Horizon Advisors
Tennessee
$8.09M +$130K +1,100 +2%
V
177
Veritable
Delaware
$8.04M -$42.9K -363 -0.5%
SWP
178
Stratos Wealth Partners
Ohio
$7.79M -$1.06M -8,975 -12%
TA
179
Tiedemann Advisors
New York
$7.61M +$68.4K +579 +0.9%
HSA
180
HBK Sorce Advisory
Pennsylvania
$7.53M -$265K -2,244 -3%
BF
181
BOK Financial
Oklahoma
$7.49M -$96.4K -816 -1%
CCFM
182
Clear Creek Financial Management
Washington
$7.27M +$7.27M +61,502 New
SW
183
SVB Wealth
Massachusetts
$7.17M +$684K +5,792 +11%
JIC
184
Johnson Investment Counsel
Ohio
$7.15M -$141K -1,193 -2%
Allianz Asset Management
185
Allianz Asset Management
Germany
$6.89M +$5.61M +47,460 +436%
Principal Financial Group
186
Principal Financial Group
Iowa
$6.87M +$3.5M +29,600 +104%
Natixis Advisors
187
Natixis Advisors
Massachusetts
$6.68M +$541K +4,582 +9%
ABC
188
Associated Banc-Corp
Wisconsin
$6.57M -$165K -1,395 -2%
VFA
189
Valeo Financial Advisors
Indiana
$6.55M +$598K +5,066 +10%
OFG
190
Oxford Financial Group
Indiana
$6.52M +$291K +2,464 +5%
SWM
191
Segment Wealth Management
Texas
$6.37M -$775K -6,560 -11%
BPA
192
Beacon Pointe Advisors
California
$6.33M +$170K +1,436 +3%
SCG
193
Sonata Capital Group
Washington
$6.24M +$26.8K +227 +0.4%
IWAG
194
Integer Wealth Advisors Group
Georgia
$6.14M +$416K +3,522 +7%
VanEck Associates
195
VanEck Associates
New York
$6.13M +$4.16M +35,214 +211%
WB
196
West Bancorporation
Iowa
$6.12M -$225K -1,908 -4%
WAP
197
Wealthcare Advisory Partners
Pennsylvania
$6.11M +$690K +5,837 +13%
NL
198
NWAM LLC
Washington
$6.1M -$2.08M -17,620 -25%
I2I
199
Insight 2811 Inc
Illinois
$6.09M +$212K +1,797 +4%
BOS
200
Bingham Osborn & Scarborough
California
$6.08M +$356K +3,016 +6%
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