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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 %
JWM
951
Janiczek Wealth Management
Colorado
$24K – – –
AWM
952
Aberdeen Wealth Management
Illinois
$24K +$24K +200 New
YAL
953
Your Advocates Ltd
Texas
$23K – – –
IF
954
Ironwood Financial
Arizona
$22K – – –
CAL
955
Capital Analysts LLC
Pennsylvania
$21K -$1.82M -15,597 -99%
AW
956
Avion Wealth
Texas
$21K – – –
CFFP
957
Center for Financial Planning
Michigan
$21K – – –
DAM
958
Delta Asset Management
Tennessee
$19K – – –
HWM
959
HighMark Wealth Management
Minnesota
$19K – – –
BAM
960
Bellevue Asset Management
Washington
$18K -$6K -50 -25%
BCA
961
Berman Capital Advisors
Georgia
$18K +$116 +1 +0.6%
HIM
962
HawsGoodwin Investment Management
Tennessee
$17K – – –
PCTC
963
Perkins Coie Trust Company
Washington
$15K – – –
CMBA
964
C.M. Bidwell & Associates
Hawaii
$15K – – –
CFN
965
Cordasco Financial Network
Florida
$15K +$15K +130 New
IFAM
966
Institutional & Family Asset Management
Colorado
$14K – – –
LIA
967
LS Investment Advisors
Michigan
$14K +$14K +116 New
CICI
968
Capital Investment Counsel Inc
North Carolina
$12K – – –
RIA
969
RPG Investment Advisory
California
$12K – – –
PS
970
Planned Solutions
California
$12K +$12K +100 New
CTB
971
Country Trust Bank
Illinois
$12K +$12K +102 New
OAJ
972
Ogorek Anthony Joseph
New York
$10K – – –
MWC
973
MBM Wealth Consultants
Missouri
$10K – – –
ATC
974
Adirondack Trust Company
New York
$9K – – –
PCWA
975
Pacific Capital Wealth Advisors
California
$9K +$9K +80 New
37 38
39
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