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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 %
RZH
351
Relyea Zuckerberg Hanson
Connecticut
$2.03M +$117K +956 +6%
PFA
352
Pathway Financial Advisors
Vermont
$2.03M -$186K -1,572 -8%
AWP
353
Ascent Wealth Partners
New York
$2M -$28.1K -238 -1%
OPCM
354
Osborne Partners Capital Management
California
$1.99M – – –
ASN
355
Advisory Services Network
Georgia
$1.98M +$4.37K +37 +0.2%
Neuberger Berman Group
356
Neuberger Berman Group
New York
$1.97M -$92.3K -781 -4%
EAM
357
Evanson Asset Management
California
$1.97M +$42.3K +358 +2%
CCM
358
Colorado Capital Management
Colorado
$1.97M – – –
GG
359
GenWealth Group
New Jersey
$1.95M -$39.5K -325 -2%
WC
360
Wexford Capital
Florida
$1.95M +$1.95M +16,488 New
CL
361
CPWM LLC
Washington
$1.95M -$450K -3,808 -19%
GPFA
362
Game Plan Financial Advisors
Ohio
$1.94M +$1.94M +16,455 New
AWM
363
Aprio Wealth Management
Georgia
$1.93M -$109K -922 -5%
AB
364
Atlas Brown
Kentucky
$1.92M -$14.5K -123 -0.7%
GC
365
Guggenheim Capital
Illinois
$1.9M -$864K -7,310 -31%
AB
366
Amalgamated Bank
New York
$1.9M +$131K +1,109 +7%
GA
367
GFS Advisors
Texas
$1.9M -$15.7K -133 -0.8%
AI
368
Atria Investments
North Carolina
$1.9M +$561K +4,748 +42%
CT
369
Coastline Trust
Rhode Island
$1.89M -$83.3K -705 -4%
MCM
370
Monument Capital Management
Virginia
$1.88M +$233K +1,971 +14%
SAM
371
Stringer Asset Management
Tennessee
$1.88M -$832K -7,040 -31%
AIM
372
Allen Investment Management
New York
$1.87M -$565K -4,780 -23%
MAFM
373
Mid Atlantic Financial Management
Pennsylvania
$1.86M -$79.4K -620 -4%
IWP
374
Icon Wealth Partners
Texas
$1.86M – – –
LWA
375
Lenox Wealth Advisors
New York
$1.85M -$9.45K -80 -0.5%
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