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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 %
CGA
401
Crescent Grove Advisors
Illinois
$1.61M +$15.2K +129 +1%
FPS
402
Fieldpoint Private Securities
Connecticut
$1.61M +$283K +2,393 +21%
GRP
403
Global Retirement Partners
California
$1.61M -$115K -975 -7%
NIMC
404
NWQ Investment Management Company
California
$1.6M +$1.04M +8,783 +185%
MSWMA
405
Market Street Wealth Management Advisors
Indiana
$1.57M – – –
TFA
406
Tobias Financial Advisors
Florida
$1.55M -$1.2M -10,174 -44%
RVPG
407
Relative Value Partners Group
$1.55M +$22.7K +192 +1%
AIC
408
Ameritas Investment Company
Nebraska
$1.54M – – –
BP
409
Ballentine Partners
Massachusetts
$1.54M – – –
SS
410
Simplicity Solutions
Minnesota
$1.54M +$3.66K +31 +0.2%
LWCFA
411
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.54M +$1.54M +12,993 New
HS
412
Horan Securities
United States
$1.53M -$10.4K -88 -0.7%
PFM
413
Phillips Financial Management
Indiana
$1.52M -$111K -940 -7%
OC
414
Oppenheimer & Co
New York
$1.52M -$350K -2,966 -19%
FMWA
415
Forvis Mazars Wealth Advisors
Missouri
$1.51M -$8.51K -72 -0.6%
SWM
416
Southern Wealth Management
Texas
$1.5M +$706K +5,981 +89%
ACA
417
Anchor Capital Advisors
Massachusetts
$1.49M +$67.8K +574 +5%
PGFC
418
Peapack-Gladstone Financial Corp
New Jersey
$1.48M -$131K -1,105 -8%
CFA
419
Carroll Financial Associates
North Carolina
$1.48M -$54K -457 -4%
MCM
420
Mitchell Capital Management
Kansas
$1.46M +$312K +2,645 +27%
SCA
421
Stillwater Capital Advisors
Pennsylvania
$1.45M -$394K -3,335 -21%
WAG
422
Winthrop Advisory Group
Massachusetts
$1.45M -$10.7K -90 -0.7%
BWM
423
BT Wealth Management
Georgia
$1.44M +$354 +3 +0%
VFA
424
Voya Financial Advisors
Connecticut
$1.44M +$16.4K +140 +1%
FT
425
Fiduciary Trust
Massachusetts
$1.42M +$237K +2,005 +20%
15 16
17
18 19