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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 %
CSM
451
CAMG Solamere Management
North Carolina
$1.21M -$54.7K -463 -4%
AFA
452
American Financial Advisors
Georgia
$1.21M +$5.2K +44 +0.4%
KCM
453
Kanawha Capital Management
Virginia
$1.21M +$190K +1,607 +19%
TWA
454
TCI Wealth Advisors
Arizona
$1.21M -$53K -449 -4%
MWM
455
Modera Wealth Management
New Jersey
$1.2M – – –
BWM
456
Baystate Wealth Management
Massachusetts
$1.19M -$970K -8,210 -45%
FWP
457
FAS Wealth Partners
Kansas
$1.19M -$25.6K -217 -2%
MPWT
458
MassMutual Private Wealth & Trust
Connecticut
$1.19M +$701K +5,936 +144%
AP
459
Adero Partners
California
$1.18M – – –
BWM
460
BigSur Wealth Management
Florida
$1.17M – – –
CSPIA
461
Cary Street Partners Investment Advisory
Virginia
$1.15M +$666K +5,643 +139%
DWM
462
Dakota Wealth Management
Florida
$1.14M -$82K -694 -7%
Pzena Investment Management
463
Pzena Investment Management
New York
$1.14M – – –
TNA
464
True North Advisors
Texas
$1.11M -$170K -1,443 -13%
RC
465
Rinet Company
Massachusetts
$1.11M -$32.5K -275 -3%
AC
466
Alexandria Capital
Virginia
$1.1M -$2.01K -17 -0.2%
WS
467
Wedbush Securities
California
$1.09M -$56K -474 -5%
PCMC
468
Paragon Capital Management (Colorado)
Colorado
$1.09M -$18K -152 -2%
LDB
469
Lee, Danner & Bass
Tennessee
$1.08M – – –
QPWM
470
Quadrant Private Wealth Management
Pennsylvania
$1.08M -$34.1K -289 -3%
EDRH
471
Edmond de Rothschild Holding
Switzerland
$1.07M -$5.43M -46,005 -84%
SCP
472
Syntal Capital Partners
Texas
$1.07M +$656K +5,553 +159%
BAS
473
Brown Advisory Securities
Maryland
$1.07M -$39.6K -335 -4%
WI
474
WrapManager Inc
California
$1.06M -$827 -7 -0.1%
LFG
475
Larson Financial Group
Missouri
$1.05M -$511K -4,323 -33%
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