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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 %
Cerity Partners
376
Cerity Partners
New York
$1.83M -$5.52K -49 -0.3%
GA
377
GFS Advisors
Texas
$1.83M – – –
FDCC
378
Foster Dykema Cabot & Co
Massachusetts
$1.79M -$65.2K -579 -4%
OC
379
Oppenheimer & Co
New York
$1.78M -$63.8K -567 -3%
CAL
380
Capital Analysts LLC
Pennsylvania
$1.78M +$3.6K +32 +0.2%
LWA
381
Lenox Wealth Advisors
New York
$1.78M +$17.2K +153 +1%
QCG
382
Quadrant Capital Group
Ohio
$1.77M -$179K -1,586 -9%
IWP
383
Icon Wealth Partners
Texas
$1.77M – – –
SCA
384
Stillwater Capital Advisors
Pennsylvania
$1.76M +$87.8K +780 +5%
TRCT
385
Tower Research Capital (TRC)
New York
$1.76M -$3.69M -32,732 -68%
RZH
386
Relyea Zuckerberg Hanson
Connecticut
$1.75M -$41.8K -371 -2%
FFG
387
Fullen Financial Group
Ohio
$1.75M +$1.75M +15,558 New
B
388
Brightworth
Georgia
$1.75M -$205K -1,824 -11%
RCAMU
389
Rothschild & Co Asset Management US
Connecticut
$1.72M -$2.13M -18,945 -55%
HHRDM
390
H&H Retirement Design & Management
Nevada
$1.71M +$489K +4,341 +40%
MWM
391
Mission Wealth Management
California
$1.71M -$630K -5,596 -27%
MAFM
392
Mid Atlantic Financial Management
Pennsylvania
$1.71M -$194K -1,720 -10%
Members Trust
393
Members Trust
Florida
$1.7M +$1.7M +15,089 New
AB
394
Amalgamated Bank
New York
$1.69M -$7.59M -67,367 -82%
EWM
395
Evercore Wealth Management
New York
$1.69M -$319K -2,836 -16%
ACM
396
Anfield Capital Management
California
$1.68M -$105K -894 -6%
GT
397
Glenview Trust
Kentucky
$1.68M +$628K +5,581 +60%
DCM
398
Dimension Capital Management
Florida
$1.66M – – –
GRP
399
Global Retirement Partners
California
$1.65M -$65.4K -581 -4%
BJL
400
Brighton Jones LLC
Washington
$1.64M -$123K -1,088 -7%
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16
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