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iShares Russell 1000 Value ETF
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Overview Fund Activity

990 hedge funds and large institutions have $24.9B invested in iShares Russell 1000 Value ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 307 increasing their positions, 447 reducing their positions, and 165 closing their positions.

Holders
990
Holders Change
-116
Holders Change %
-10.49%
% of All Funds
21.87%
Holding in Top 10
82
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-29.31%
% of All Funds
1.81%
New
67
Increased
307
Reduced
447
Closed
165
Calls
$31M
Puts
$105M
Net Calls
-$74.4M
Net Calls Change
+$7.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.78B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.04B
3
American Century Companies
3
American Century Companies
Missouri
$575M
4
M&T Bank
4
M&T Bank
New York
$171M
5
SF
5
Synovus Financial
Georgia
$481M

Top Sellers

1
TF
1
TIAA FSB
Florida
$217M
2
BlackRock
2
BlackRock
New York
$258M
3
JFA
3
Johanson Financial Advisors
California
$587K
4
UBS Group
4
UBS Group
Switzerland
$478M
5
Prudential Financial
5
Prudential Financial
New Jersey
$1.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.6B 46,377,727 -192,424 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$2.78B 27,992,056 +18,911,029 +208%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.73B 17,399,821 -229,935 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.44B 14,491,917 +891,906 +7%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.32B 13,387,120 +741,227 +6%
Goldman Sachs
6
Goldman Sachs
New York
$1.19B 12,023,581 -414,061 -3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$1.04B 10,524,502 +8,839,887 +525%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$639M 6,438,862 +811,103 +14%
American Century Companies
9
American Century Companies
Missouri
$575M 5,793,094 +2,061,043 +55%
SF
10
Synovus Financial
Georgia
$481M 4,846,899 +1,389,374 +40%
UBS Group
11
UBS Group
Switzerland
$478M 4,819,615 -802,781 -14%
Wells Fargo
12
Wells Fargo
California
$387M 3,897,156 -301,666 -7%
RJA
13
Raymond James & Associates
Florida
$340M 3,423,259 +108,452 +3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$324M 3,270,234 -22,902 -0.7%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$307M 3,095,086 -30,851 -1%
Citigroup
16
Citigroup
New York
$292M 2,939,432 -257,446 -8%
BlackRock
17
BlackRock
New York
$258M 2,606,267 -1,070,642 -29%
JRP
18
Jasper Ridge Partners
California
$219M 2,203,600 -632,721 -22%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$218M 2,196,100 -250,026 -10%
TF
20
TIAA FSB
Florida
$217M 2,186,710 -2,170,949 -50%
Truist Financial
21
Truist Financial
North Carolina
$207M 2,086,166 +102,197 +5%
Stifel Financial
22
Stifel Financial
Missouri
$198M 2,000,122 +525,532 +36%
SW
23
SVB Wealth
Massachusetts
$193M 1,946,435 -368,572 -16%
M&T Bank
24
M&T Bank
New York
$171M 1,726,628 +1,726,628 New
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$163M 1,644,320 -30,947 -2%
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