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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 %
Boston Partners
301
Boston Partners
Massachusetts
$2.79M -$15.4M -137,094 -85%
PA
302
Parkside Advisors
California
$2.78M -$1.46M -12,971 -34%
SHWM
303
Smith & Howard Wealth Management
Georgia
$2.75M +$426K +3,785 +18%
Bessemer Group
304
Bessemer Group
New Jersey
$2.71M +$1.52M +13,522 +128%
Jane Street
305
Jane Street
New York
$2.7M +$2.42M +21,456 +842%
GL
306
Graypoint LLC
New York
$2.7M +$428K +3,805 +19%
Renaissance Technologies
307
Renaissance Technologies
New York
$2.68M +$2.68M +23,800 New
OIA
308
OneDigital Investment Advisors
Kansas
$2.67M -$122K -1,050 -4%
OFS
309
Oldfather Financial Services
Nebraska
$2.67M -$185K -1,577 -6%
TPCW
310
TD Private Client Wealth
New York
$2.66M -$375K -3,326 -12%
KAH
311
Kathryn A. Hall
$2.66M -$484K -4,300 -15%
WFA
312
Wellspring Financial Advisors
Ohio
$2.66M – – –
GC
313
Guggenheim Capital
Illinois
$2.64M -$670K -5,953 -20%
TFA
314
Tobias Financial Advisors
Florida
$2.62M -$1.92M -17,014 -42%
SBSB
315
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.62M -$28.9K -257 -1%
SIA
316
Starfire Investment Advisers
Michigan
$2.61M +$12.6K +112 +0.5%
SAM
317
Stringer Asset Management
Tennessee
$2.58M +$760K +6,744 +42%
MA
318
Montag & Associates
Georgia
$2.57M +$258K +2,289 +11%
1IA
319
1834 Investment Advisors
Wisconsin
$2.54M -$1.01K -9 -0%
BAM
320
Berkshire Asset Management
Pennsylvania
$2.51M -$259K -2,303 -9%
SFA
321
Sequoia Financial Advisors
Ohio
$2.5M +$285K +2,527 +13%
AT
322
Arden Trust
Delaware
$2.49M -$338K -3,006 -12%
AIM
323
Acropolis Investment Management
Missouri
$2.49M – – –
AIFAIM
324
American Institute for Advanced Investment Management
Arizona
$2.43M -$219K -1,945 -8%
FCT
325
Family Capital Trust
Massachusetts
$2.42M -$720K -6,390 -23%
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