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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 %
PWMAG
676
Pinnacle Wealth Management Advisory Group
New Jersey
$417K -$40.8K -345 -9%
BCM
677
Bourgeon Capital Management
Connecticut
$417K – – –
PAI
678
Pittenger & Anderson Inc
Nebraska
$413K – – –
LFS
679
Lutz Financial Services
Nebraska
$413K – – –
JIR
680
James Investment Research
Ohio
$412K -$186K -1,576 -31%
ECM
681
ETrade Capital Management
Virginia
$412K +$18.9K +160 +5%
MWM
682
Merriman Wealth Management
Washington
$411K +$23.9K +202 +6%
PG
683
Patten Group
Tennessee
$410K +$28.4K +240 +7%
EFSCE
684
Enterprise Financial Services Corp (EFSC)
Missouri
$410K +$70.1K +593 +21%
VWM
685
Valley Wealth Managers
New Jersey
$408K -$65K -550 -14%
BCM
686
Brookstone Capital Management
Illinois
$408K -$5.79K -49 -1%
RCA
687
Resonant Capital Advisors
Wisconsin
$407K – – –
AWE
688
Avidian Wealth Enterprises
Texas
$405K +$1.77K +15 +0.4%
TW
689
Transform Wealth
Colorado
$399K +$236 +2 +0.1%
TGAM
690
TBH Global Asset Management
Tennessee
$397K – – –
FC
691
Ferris Capital
Massachusetts
$395K +$24.9K +211 +7%
AFM
692
Andesa Financial Management
Pennsylvania
$395K +$395K +3,344 New
LOPW
693
Live Oak Private Wealth
North Carolina
$392K -$17K -144 -4%
CIAS
694
Capital Investment Advisory Services
North Carolina
$391K +$10.6K +90 +3%
ACS
695
Archford Capital Strategies
Illinois
$388K -$27.7K -235 -7%
OSAM
696
O'Shaughnessy Asset Management
Connecticut
$386K +$54.8K +464 +17%
FC
697
Forte Capital
New York
$384K -$61.4K -520 -14%
WLPWM
698
Walled Lake Planning & Wealth Management
Illinois
$382K -$61.2K -519 -14%
IA
699
IFG Advisory
Georgia
$381K +$74.3K +629 +24%
BA
700
Ballew Advisors
Mississippi
$373K -$49.1K -407 -12%
26 27
28
29 30