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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 %
BC
851
Brio Consultants
California
$204K +$204K +1,729 New
APC
852
Aspire Private Capital
North Carolina
$196K – – –
WP
853
WealthShield Partners
North Carolina
$194K +$44.3K +375 +30%
AIC
854
Archer Investment Corporation
Indiana
$192K – – –
GSWM
855
Golden State Wealth Management
California
$179K +$179K +1,517 New
LWM
856
Liberty Wealth Management
California
$177K +$118 +1 +0.1%
WT
857
Washington Trust
Rhode Island
$176K -$354 -3 -0.2%
FPFS
858
First Personal Financial Services
North Carolina
$169K – – –
AIA
859
Armor Investment Advisors
North Carolina
$169K – – –
AA
860
Advisory Alpha
Michigan
$165K +$165K +1,356 New
JGIA
861
Jackson Grant Investment Advisers
Connecticut
$162K +$828 +7 +0.5%
FCH
862
Freestone Capital Holdings
Washington
$159K +$159K +1,342 New
MG
863
MilWealth Group
Wisconsin
$155K – – –
SAM
864
S.A. Mason
Michigan
$151K – – –
HI
865
Human Investing
Oregon
$145K – – –
IBOK
866
Independence Bank of Kentucky
Kentucky
$142K +$4.73K +40 +3%
APWM
867
Atlas Private Wealth Management
New York
$139K – – –
BA
868
Bristlecone Advisors
Washington
$139K +$139K +1,177 New
BC
869
Bartlett & Co
Ohio
$136K – – –
BCWM
870
Bartlett & Co Wealth Management
Ohio
$136K – – –
CI
871
CX Institutional
Indiana
$135K +$129K +1,087 +2,051%
PWMG
872
Prestige Wealth Management Group
New Jersey
$133K -$55.2K -467 -29%
CWM
873
Cranbrook Wealth Management
Michigan
$132K – – –
BFC
874
Bedel Financial Consulting
Indiana
$130K – – –
MPCG
875
Matrix Private Capital Group
New York
$129K -$3.54K -30 -3%
33 34
35
36 37