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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 %
FDCC
376
Foster Dykema Cabot & Co
Massachusetts
$1.85M -$28.9K -245 -2%
FFG
377
Fullen Financial Group
Ohio
$1.84M +$354 +3 +0%
PWM
378
PRW Wealth Management
Massachusetts
$1.84M -$201K -1,700 -10%
MFGP
379
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.83M -$155K -1,315 -8%
MMG
380
Monetary Management Group
Missouri
$1.83M -$140K -1,182 -7%
BJL
381
Brighton Jones LLC
Washington
$1.81M +$90.6K +767 +5%
MWM
382
Mission Wealth Management
California
$1.78M -$12.2K -103 -0.7%
AI
383
Accredited Investors
Minnesota
$1.74M -$363K -3,073 -17%
FFA
384
Founders Financial Alliance
North Carolina
$1.74M +$1.74M +14,744 New
DCM
385
Dimension Capital Management
Florida
$1.74M – – –
Cerity Partners
386
Cerity Partners
New York
$1.72M -$204K -1,728 -11%
EWM
387
Evercore Wealth Management
New York
$1.72M -$50.9K -431 -3%
QCG
388
Quadrant Capital Group
Ohio
$1.72M -$141K -1,190 -8%
Members Trust
389
Members Trust
Florida
$1.7M -$87.5K -741 -5%
KCM
390
Kornitzer Capital Management
Kansas
$1.69M +$1.69M +14,336 New
ACM
391
Anfield Capital Management
California
$1.69M -$9.92K -84 -0.6%
SFS
392
Sowell Financial Services
Arkansas
$1.69M +$940K +7,958 +126%
GT
393
Glenview Trust
Kentucky
$1.67M -$96K -813 -5%
HW
394
Hancock Whitney
Mississippi
$1.67M +$762K +6,448 +84%
CFG
395
Cooper Financial Group
California
$1.66M +$9.57K +81 +0.6%
ARG
396
Advisory Resource Group
Oklahoma
$1.66M +$101K +858 +7%
B
397
Brightworth
Georgia
$1.65M -$188K -1,594 -10%
PWS
398
Peloton Wealth Strategists
Indiana
$1.63M -$55.6K -471 -3%
SC
399
Savant Capital
Illinois
$1.63M +$17.8K +151 +1%
NEPWA
400
New England Private Wealth Advisors
Massachusetts
$1.63M +$7.92K +67 +0.5%
14 15
16
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