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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 %
LCOV
776
London Company of Virginia
Virginia
$270K +$270K +2,286 New
TFGT
777
TS Financial Group (TSFG)
Illinois
$268K -$49.5K -419 -16%
AWM
778
Avondale Wealth Management
Texas
$268K – – –
PP
779
PDS Planning
Ohio
$267K +$54.5K +462 +26%
FHA
780
Flagship Harbor Advisors
Massachusetts
$262K +$71.2K +603 +37%
CAG
781
Csenge Advisory Group
Florida
$262K +$262K +2,191 New
MWA
782
Meridian Wealth Advisors
Texas
$261K -$38.5K -326 -13%
BCM
783
Bayesian Capital Management
New York
$260K +$260K +2,200 New
BAM
784
Belpointe Asset Management
Nevada
$259K +$28.1K +238 +12%
Luther King Capital Management (LKCM)
785
Luther King Capital Management (LKCM)
Texas
$257K -$256K – –
PWP
786
Private Wealth Partners
California
$256K – – –
RT
787
Rockland Trust
Massachusetts
$256K +$19.4K +164 +8%
EIP
788
Ellis Investment Partners
Pennsylvania
$255K +$707 +6 +0.3%
EI
789
Ellevest Inc
New York
$254K -$50.2K -425 -17%
PFA
790
Paradigm Financial Advisors
Missouri
$254K +$1.53K +13 +0.6%
KC
791
Kingfisher Capital
North Carolina
$253K +$1.54K +13 +0.6%
GC
792
Gibson Capital
Pennsylvania
$252K – – –
SWM
793
SeaCrest Wealth Management
New York
$248K +$248K +2,096 New
BFA
794
Bragg Financial Advisors
North Carolina
$247K -$7.69K -65 -3%
CT
795
Cambridge Trust
Massachusetts
$247K – – –
FCCM
796
First City Capital Management
Georgia
$245K +$245K +2,000 New
FA
797
Financial Advisors
Massachusetts
$244K – – –
CWG
798
Cornerstone Wealth Group
North Carolina
$240K +$355 +3 +0.1%
CAN
799
Claraphi Advisory Network
United States
$240K +$18.8K +159 +9%
MA
800
MCF Advisors
Kentucky
$238K -$46.2K -391 -16%
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32
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