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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.98B
2
SW
SVB Wealth
Massachusetts
$6.18M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.79B
4
Ameriprise
Ameriprise
Minnesota
$81.5M
5
Morgan Stanley
Morgan Stanley
New York
$3.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
276
Hardy Reed
Mississippi
$3.3M – – –
DPI
277
Diversified Portfolios Inc
Michigan
$3.29M +$16.7K +148 +0.5%
C
278
Certuity
Florida
$3.29M -$511K -4,535 -13%
Diamond Hill Capital Management
279
Diamond Hill Capital Management
Ohio
$3.28M -$10.7M -95,406 -77%
FA
280
FCG Advisors
New Jersey
$3.24M -$190K -1,684 -6%
Principal Financial Group
281
Principal Financial Group
Iowa
$3.22M +$3.22M +28,591 New
SIM
282
SSI Investment Management
California
$3.22M +$2.75M +24,392 +586%
RM
283
Resource Management
Louisiana
$3.18M -$3.45M -30,641 -52%
CA
284
Cornerstone Advisory
Maryland
$3.17M +$460K +4,082 +17%
RWB
285
RMR Wealth Builders
New Jersey
$3.16M +$3.16M +28,074 New
BPC
286
Banque Pictet & Cie
Switzerland
$3.15M +$3.15M +28,000 New
Kayne Anderson Rudnick Investment Management
287
Kayne Anderson Rudnick Investment Management
California
$3.11M -$3.64M -32,260 -54%
HDIM
288
Hanson & Doremus Investment Management
Vermont
$3.05M -$971K -8,621 -24%
AMG
289
Asset Management Group
Connecticut
$3.05M +$31.3K +278 +1%
FHB
290
First Hawaiian Bank
Hawaii
$3.03M +$1.17M +10,350 +63%
QCM
291
Quest Capital Management
Texas
$3M +$76.2K +677 +3%
MAS
292
Managed Account Services
Florida
$2.96M +$217K +1,853 +8%
MGIA
293
Moneta Group Investment Advisors
Missouri
$2.94M +$44.4K +394 +2%
CS
294
Comerica Securities
Michigan
$2.88M -$401K -3,556 -12%
PO
295
Private Ocean
California
$2.88M -$324K -2,881 -10%
HFP
296
Holistic Financial Partners
Indiana
$2.87M -$65.4K -581 -2%
SFG
297
Sage Financial Group
Pennsylvania
$2.87M +$93.1K +827 +3%
WIC
298
Whitegate Investment Counselors
New Hampshire
$2.85M +$147K +1,302 +5%
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$2.84M – – –
JFG
300
JMG Financial Group
Illinois
$2.81M -$185K -1,644 -6%
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