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iShares Russell 1000 Value ETF
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Overview Fund Activity

985 hedge funds and large institutions have $26.9B invested in iShares Russell 1000 Value ETF in 2020 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 275 increasing their positions, 460 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
-5
Holders Change %
-0.51%
% of All Funds
20.25%
Holding in Top 10
69
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.85%
% of All Funds
1.42%
New
88
Increased
275
Reduced
460
Closed
85
Calls
$76.6M
Puts
$113M
Net Calls
-$36.5M
Net Calls Change
+$37.9M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.71B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$90.1M
4
UBS Group
4
UBS Group
Switzerland
$606M
5
PL
5
Perpetual Ltd
Australia
$66.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.98B
2
SW
2
SVB Wealth
Massachusetts
$6.18M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.79B
4
Ameriprise
4
Ameriprise
Minnesota
$81.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
251
Orion Portfolio Solutions
Nebraska
$3.98M +$197K +1,751 +5%
CB
252
Community Bank
New York
$3.98M +$347K +3,083 +10%
BAMG
253
Brand Asset Management Group
Missouri
$3.98M -$735K -6,527 -16%
PCG
254
Private Capital Group
Connecticut
$3.97M -$707K -6,276 -15%
CWM
255
Chicago Wealth Management
Illinois
$3.93M +$3.93M +34,875 New
ASW
256
Astoria Strategic Wealth
Texas
$3.87M -$1.34M -12,034 -26%
RCAG
257
Rehmann Capital Advisory Group
Michigan
$3.85M -$987K -8,760 -20%
PWPS
258
Pinnacle Wealth Planning Services
Ohio
$3.85M +$138K +1,228 +4%
HCA
259
Harbour Capital Advisors
Virginia
$3.85M -$115K -1,025 -3%
BPCE
260
Bank Pictet & Cie (Europe)
Germany
$3.82M – – –
NNP
261
Nachman Norwood & Parrott
South Carolina
$3.8M -$116K -1,030 -3%
WCAMG
262
Woodard & Company Asset Management Group
North Carolina
$3.7M +$2.38M +21,103 +180%
ACA
263
Affinity Capital Advisors
California
$3.66M -$54.5K -484 -1%
SW
264
SlateStone Wealth
Florida
$3.66M -$303K -2,691 -8%
TWM
265
Tolleson Wealth Management
Texas
$3.66M +$31K +275 +0.9%
HWA
266
Hillcrest Wealth Advisors
New Jersey
$3.62M – – –
RIL
267
Rothschild Investment LLC
Illinois
$3.59M -$462K -4,098 -11%
PV
268
Private Vista
Illinois
$3.5M +$22.4K +199 +0.6%
CS
269
Credit Suisse
Switzerland
$3.49M +$3.49M +31,003 New
IWM
270
IHT Wealth Management
Illinois
$3.47M -$384K -3,410 -10%
A
271
AdvicePeriod
California
$3.44M -$179K -1,587 -5%
N
272
Natixis
France
$3.39M +$242K +2,147 +8%
OWM
273
Opes Wealth Management
California
$3.39M +$532K +4,725 +19%
AAS
274
Avantax Advisory Services
Texas
$3.37M -$4.73M -42,017 -58%
TCPWM
275
Traverso Chambers Private Wealth Management
California
$3.34M -$227K -2,016 -6%
9 10
11
12 13