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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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.33B 45,121,353 +927,389 +2%
Morgan Stanley
2
Morgan Stanley
New York
$3.25B 27,489,711 +327,312 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.75B 14,843,745 -365,102 -2%
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.74B 14,767,047 -1,143,066 -7%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.51B 12,983,323 -325,484 -2%
Goldman Sachs
6
Goldman Sachs
New York
$1.44B 12,160,601 +556,132 +5%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$1.28B 10,898,995 -82,242 -0.7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$702M 5,940,996 -87,955 -1%
UBS Group
9
UBS Group
Switzerland
$697M 5,898,346 +517,626 +10%
American Century Companies
10
American Century Companies
Missouri
$687M 5,816,380 +458,621 +9%
SF
11
Synovus Financial
Georgia
$528M 4,473,047 +99,103 +2%
Wells Fargo
12
Wells Fargo
California
$466M 3,945,462 +186,120 +5%
RJA
13
Raymond James & Associates
Florida
$441M 3,736,796 +220,181 +6%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$394M 3,336,887 +148,404 +5%
Citigroup
15
Citigroup
New York
$369M 3,125,819 +67,914 +2%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$346M 2,928,058 -222,446 -7%
BlackRock
17
BlackRock
New York
$275M 2,327,101 +57,130 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$236M 1,998,517 -71,919 -3%
Truist Financial
19
Truist Financial
North Carolina
$224M 1,900,443 +69,871 +4%
TF
20
TIAA FSB
Florida
$207M 1,749,547 -60,300 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$191M 1,614,996 +242,960 +18%
LPL Financial
22
LPL Financial
California
$185M 1,568,096 +46,575 +3%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$179M 1,513,555 +23,132 +2%
AllianceBernstein
24
AllianceBernstein
Tennessee
$177M 1,494,611 +694,698 +87%
M&T Bank
25
M&T Bank
New York
$173M 1,461,561 -53,776 -4%
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