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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 %
HCM
326
HM Capital Management
Missouri
$2.42M -$25.3K -225 -1%
Prudential Financial
327
Prudential Financial
New Jersey
$2.39M +$592K +5,260 +33%
PI
328
Putnam Investments
Massachusetts
$2.39M -$283K -2,510 -11%
MFW
329
Mosaic Family Wealth
Missouri
$2.38M +$33.6K +298 +1%
AC
330
Avestar Capital
New York
$2.38M -$53.5K -475 -2%
CFA
331
Cahill Financial Advisors
Minnesota
$2.36M +$48.2K +428 +2%
MA
332
Mutual Advisors
Nebraska
$2.36M -$15.9K -141 -0.7%
AIM
333
Allen Investment Management
New York
$2.33M – – –
Mackenzie Financial
334
Mackenzie Financial
Ontario, Canada
$2.29M – – –
CL
335
CPWM LLC
Washington
$2.28M +$196K +1,737 +9%
ATC
336
Argent Trust Co
Tennessee
$2.25M +$1.61M +14,291 +253%
SAM
337
Shone Asset Management
California
$2.24M -$24.4K -206 -1%
OCM
338
One Capital Management
California
$2.22M -$298K -2,646 -12%
CCT
339
Chemung Canal Trust
New York
$2.21M +$449K +3,984 +25%
EWM
340
EPG Wealth Management
Georgia
$2.2M -$450 -4 -0%
BFG
341
Beacon Financial Group
Texas
$2.19M – – –
HIA
342
Harbor Investment Advisory
Maryland
$2.14M -$344K -3,053 -14%
California State Teachers Retirement System (CalSTRS)
343
California State Teachers Retirement System (CalSTRS)
California
$2.14M +$741K +6,580 +53%
FMC
344
First Merchants Corp
Indiana
$2.13M – – –
PGAM
345
Princeton Global Asset Management
New Jersey
$2.13M +$2.13M +18,912 New
AAM
346
Aureus Asset Management
Massachusetts
$2.12M – – –
PFA
347
Pathway Financial Advisors
Vermont
$2.11M +$13.8K +123 +0.7%
CWM
348
Confluence Wealth Management
Oregon
$2.09M -$239K -2,125 -10%
SLT
349
St Louis Trust
Missouri
$2.08M -$395K -3,511 -16%
BB
350
Busey Bank
Illinois
$2.06M -$103K -918 -5%
12 13
14
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