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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 %
TCPWM
276
Traverso Chambers Private Wealth Management
California
$3.55M +$48.7K +412 +1%
OWM
277
Opes Wealth Management
California
$3.48M -$80.4K -681 -2%
HR
278
Hardy Reed
Mississippi
$3.46M – – –
DPI
279
Diversified Portfolios Inc
Michigan
$3.46M +$13.4K +113 +0.4%
HB
280
Homrich & Berg
Georgia
$3.4M -$3.24M -27,402 -49%
MGIA
281
Moneta Group Investment Advisors
Missouri
$3.38M +$300K +2,541 +10%
ACA
282
Affinity Capital Advisors
California
$3.37M -$466K -3,947 -12%
CA
283
Cornerstone Advisory
Maryland
$3.37M +$38.7K +328 +1%
MAS
284
Managed Account Services
Florida
$3.34M +$223K +1,811 +7%
SIM
285
SSI Investment Management
California
$3.3M -$78.6K -665 -2%
Thrivent Financial for Lutherans
286
Thrivent Financial for Lutherans
Minnesota
$3.28M +$850K +7,198 +35%
BFM
287
Broadview Financial Management
Wisconsin
$3.26M -$926K -7,841 -22%
AMG
288
Asset Management Group
Connecticut
$3.21M +$19K +161 +0.6%
VWA
289
Visionary Wealth Advisors
Illinois
$3.21M +$3.21M +27,196 New
HDIM
290
Hanson & Doremus Investment Management
Vermont
$3.2M – – –
QCM
291
Quest Capital Management
Texas
$3.16M +$20.9K +177 +0.7%
FTUS
292
Flow Traders U.S.
New York
$3.13M +$3.13M +26,469 New
FHB
293
First Hawaiian Bank
Hawaii
$3.08M -$94K -796 -3%
SFG
294
Sage Financial Group
Pennsylvania
$3.06M +$52.9K +448 +2%
SHWM
295
Smith & Howard Wealth Management
Georgia
$3.03M +$145K +1,230 +5%
C
296
Certuity
Florida
$3M -$444K -3,756 -13%
PO
297
Private Ocean
California
$2.97M -$55.9K -473 -2%
RM
298
Resource Management
Louisiana
$2.95M -$382K -3,233 -11%
JFG
299
JMG Financial Group
Illinois
$2.95M – – –
HFP
300
Holistic Financial Partners
Indiana
$2.94M -$65K -551 -2%
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