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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 %
BWM
351
Baystate Wealth Management
Massachusetts
$2.06M +$408K +3,621 +25%
Thrivent Financial for Lutherans
352
Thrivent Financial for Lutherans
Minnesota
$2.04M – – –
SB
353
Sunflower Bank
Texas
$2.04M +$2.04M +18,137 New
AI
354
Accredited Investors
Minnesota
$2.01M -$1.38M -12,248 -41%
Neuberger Berman Group
355
Neuberger Berman Group
New York
$1.97M -$741K -6,582 -27%
DWT
356
Dorsey & Whitney Trust
South Dakota
$1.96M +$99.9K +887 +5%
NB
357
Nicolet Bankshares
Wisconsin
$1.95M -$14.2K -126 -0.7%
AWM
358
AE Wealth Management
Kansas
$1.95M -$405K -3,601 -17%
AWM
359
Aprio Wealth Management
Georgia
$1.95M -$4.05K -36 -0.2%
PWM
360
PRW Wealth Management
Massachusetts
$1.94M +$641K +5,691 +49%
DADC
361
D.A. Davidson & Co
Montana
$1.94M +$1.02M +9,050 +110%
AWP
362
Ascent Wealth Partners
New York
$1.94M -$828K -7,352 -30%
SMC
363
Smith, Moore & Co
Missouri
$1.91M +$94.7K +841 +5%
OPCM
364
Osborne Partners Capital Management
California
$1.9M -$68.3K -606 -3%
MFGP
365
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.89M -$270K -2,395 -12%
ASN
366
Advisory Services Network
Georgia
$1.89M -$68.4K -607 -3%
CT
367
Coastline Trust
Rhode Island
$1.89M +$57.4K +510 +3%
MMG
368
Monetary Management Group
Missouri
$1.88M -$626K -5,562 -25%
VanEck Associates
369
VanEck Associates
New York
$1.88M -$1M -8,915 -35%
CCM
370
Colorado Capital Management
Colorado
$1.87M -$46.9K -418 -2%
AB
371
Atlas Brown
Kentucky
$1.85M -$15K -133 -0.8%
GG
372
GenWealth Group
New Jersey
$1.84M -$11.9K -106 -0.6%
EAM
373
Evanson Asset Management
California
$1.84M +$12.5K +111 +0.7%
SWMG
374
Strategic Wealth Management Group
Maryland
$1.84M +$194K +1,727 +12%
Two Sigma Investments
375
Two Sigma Investments
New York
$1.84M +$1.84M +16,300 New
13 14
15
16 17