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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 %
Lido Advisors
426
Lido Advisors
California
$1.41M +$91.5K +774 +7%
LWAC
427
Laurel Wealth Advisors (California)
California
$1.4M -$100K -847 -7%
PTC
428
Private Trust Company
Ohio
$1.39M +$377K +3,196 +37%
NFC
429
Northeast Financial Consultants
Connecticut
$1.38M +$471K +3,989 +52%
GVAG
430
Great Valley Advisor Group
Delaware
$1.38M +$66.6K +564 +5%
T. Rowe Price Associates
431
T. Rowe Price Associates
Maryland
$1.37M +$1.37M +11,551 New
AA
432
Ancora Advisors
Ohio
$1.35M -$35.4K -300 -3%
IC
433
IEQ Capital
California
$1.34M +$121K +1,022 +10%
BCV
434
Banque Cantonale Vaudoise
Switzerland
$1.33M +$1.33M +11,200 New
Macquarie Group
435
Macquarie Group
Australia
$1.32M -$42K -376 Closed
SCM
436
Smith Capital Management
Arkansas
$1.31M – – –
PWM
437
Perigon Wealth Management
California
$1.29M -$79.3K -671 -6%
FWCM
438
Ferguson Wellman Capital Management
Oregon
$1.29M -$92.7K -785 -7%
SHJ
439
Sharkey, Howes & Javer
Colorado
$1.28M -$142K -1,206 -10%
VCM
440
Vivaldi Capital Management
Illinois
$1.28M +$260 +2 +0%
MWM
441
Meridian Wealth Management
Kentucky
$1.26M +$994K +8,423 +376%
CWP
442
CFM Wealth Partners
Texas
$1.26M +$286K +2,424 +30%
WG
443
Watchman Group
Texas
$1.25M -$319K -2,698 -20%
GBT
444
Grove Bank & Trust
Florida
$1.25M – – –
WWM
445
Western Wealth Management
Colorado
$1.25M -$18.3K -155 -1%
CWM
446
Confluence Wealth Management
Oregon
$1.24M -$1.14M -8,877 -48%
GC
447
Garde Capital
Washington
$1.23M -$16K -135 -1%
JWA
448
JFS Wealth Advisors
Pennsylvania
$1.23M +$205K +1,734 +20%
WF
449
Welch & Forbes
Massachusetts
$1.23M +$701K +5,936 +133%
BP
450
BBR Partners
New York
$1.22M -$5.43K -46 -0.4%
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