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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 %
AAS
501
Annex Advisory Services
Wisconsin
$910K -$31.7K -268 -3%
IWC
502
Integrated Wealth Concepts
Massachusetts
$901K -$9.33K -79 -1%
MCM
503
Manchester Capital Management
Vermont
$898K -$5.55K -47 -0.6%
APA
504
American Portfolios Advisors
New York
$898K +$6.38K +54 +0.7%
KPWS
505
Kestra Private Wealth Services
Texas
$897K +$897K +7,592 New
VA
506
Valmark Advisers
Ohio
$890K -$7.91K -67 -0.9%
IFG
507
Investors Financial Group
Minnesota
$881K -$14.8K -125 -2%
DWM
508
Doyle Wealth Management
Florida
$877K -$60.5K -512 -6%
SPC
509
Sigma Planning Corp
Michigan
$865K +$177K +1,500 +26%
AWA
510
Arkadios Wealth Advisors
Georgia
$855K +$1.85K +15 +0.2%
NHC
511
Nicholas Hoffman & Company
Georgia
$852K – – –
GIA
512
Gladstone Institutional Advisory
Florida
$845K -$17.5K -148 -2%
CBA
513
Coastal Bridge Advisors
Connecticut
$843K – – –
CA
514
Clearstead Advisors
Ohio
$843K +$2.13K +18 +0.3%
TFO
515
Tarbox Family Office
California
$842K – – –
TSW
516
Thompson Siegel & Walmsley
Virginia
$836K +$110K +934 +15%
Capital World Investors
517
Capital World Investors
California
$833K +$833K +7,102 New
SC
518
Steph & Co
Wisconsin
$828K -$7.92K -67 -0.9%
TP
519
Tranquility Partners
Tennessee
$825K -$120K -1,020 -13%
RCIM
520
Red Cedar Investment Management
Michigan
$823K -$769K -6,511 -48%
SVWAG
521
Sound View Wealth Advisors Group
Georgia
$822K -$17.7K -150 -2%
NFG
522
Nations Financial Group
Iowa
$822K +$46.9K +397 +6%
ZIM
523
Zacks Investment Management
Illinois
$820K +$494K +4,184 +152%
ADL
524
Asset Dedication LLC
California
$813K +$9.68K +82 +1%
CIA
525
Capital Investment Advisors
Georgia
$810K +$41.5K +351 +5%
19 20
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