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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 %
CBN
626
Cadence Bank NA
Texas
$510K – – –
CPO
627
Cerity Partners OCIO
New York
$508K -$108K -913 -18%
PP
628
PrairieView Partners
Minnesota
$505K +$29.7K +252 +6%
OAM
629
Occidental Asset Management
California
$504K – – –
RPWA
630
Regent Peak Wealth Advisors
Georgia
$504K – – –
EFS
631
Essex Financial Services
Connecticut
$504K +$143K +1,212 +40%
AWM
632
Altium Wealth Management
New York
$500K -$25.3K -214 -5%
Wolverine Trading
633
Wolverine Trading
Illinois
$498K +$498K +4,250 New
NWP
634
Northstar Wealth Partners
Connecticut
$497K -$53.1K -450 -10%
Wellington Management Group
635
Wellington Management Group
Massachusetts
$496K – – –
CBFP
636
Cedar Brook Financial Partners
Ohio
$492K -$6.14K -52 -1%
BFPW
637
BOK Financial Private Wealth
Colorado
$489K -$48.1K -407 -9%
KIA
638
KCM Investment Advisors
California
$488K -$70K -593 -13%
BWL
639
Bogart Wealth LLC
Virginia
$486K – – –
JF
640
JSF Financial
California
$486K +$60.9K +516 +14%
FPCG
641
Fort Pitt Capital Group
Pennsylvania
$483K -$103K -869 -18%
FWM
642
Fairhaven Wealth Management
Illinois
$483K -$9.22K -78 -2%
HR
643
Hayden Royal
North Carolina
$481K -$1.06K -9 -0.2%
NAM
644
North American Management
Massachusetts
$479K -$9.68M -81,923 -95%
GPA
645
Guidance Point Advisors
Massachusetts
$478K -$118 -1 -0%
CIP
646
Capital Insight Partners
Arizona
$477K – – –
TCBWMS
647
Texas Capital Bank Wealth Management Services
Texas
$474K -$400K -3,386 -46%
BCM
648
Buckhead Capital Management
Georgia
$473K – – –
EWM
649
Evermay Wealth Management
Virginia
$469K – – –
STA
650
Summit Trail Advisors
New York
$469K – – –
24 25
26
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