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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
+$80.7M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$68.8M
4
UBS Group
UBS Group
Switzerland
+$63.2M
5
PL
Perpetual Ltd
Australia
+$60.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$246M
2
SW
SVB Wealth
Massachusetts
-$213M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$168M
4
Ameriprise
Ameriprise
Minnesota
-$96.9M
5
Morgan Stanley
Morgan Stanley
New York
-$93.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
401
Certified Advisory Corp
Florida
$1.63M -$171K -1,521 -10%
PWS
402
Peloton Wealth Strategists
Indiana
$1.61M -$23.8K -211 -1%
CFG
403
Cooper Financial Group
California
$1.58M +$52.4K +465 +3%
MCM
404
Monument Capital Management
Virginia
$1.57M +$1.57M +13,952 New
PFM
405
Phillips Financial Management
Indiana
$1.56M -$109K -971 -7%
PGFC
406
Peapack-Gladstone Financial Corp
New Jersey
$1.54M -$381K -3,378 -20%
NEPWA
407
New England Private Wealth Advisors
Massachusetts
$1.54M -$43.7K -388 -3%
SC
408
Savant Capital
Illinois
$1.54M -$2.14K -19 -0.1%
AIC
409
Ameritas Investment Company
Nebraska
$1.54M +$304K +2,695 +25%
CGA
410
Crescent Grove Advisors
Illinois
$1.52M +$32.9K +292 +2%
Bank of Montreal
411
Bank of Montreal
Ontario, Canada
$1.52M -$1.82M -16,372 -55%
RCIM
412
Red Cedar Investment Management
Michigan
$1.52M +$195K +1,734 +15%
MSWMA
413
Market Street Wealth Management Advisors
Indiana
$1.5M – – –
WG
414
Watchman Group
Texas
$1.5M +$1.27M +11,260 +549%
LFG
415
Larson Financial Group
Missouri
$1.49M +$741K +6,581 +99%
ARG
416
Advisory Resource Group
Oklahoma
$1.48M +$318K +2,820 +27%
HS
417
Horan Securities
United States
$1.47M -$54.8K -486 -4%
BP
418
Ballentine Partners
Massachusetts
$1.46M -$102K -905 -7%
Massachusetts Financial Services
419
Massachusetts Financial Services
Massachusetts
$1.46M -$25.5M -226,240 -95%
SS
420
Simplicity Solutions
Minnesota
$1.46M -$30.9K -274 -2%
CFA
421
Carroll Financial Associates
North Carolina
$1.46M +$39.9K +354 +3%
RVPG
422
Relative Value Partners Group
$1.45M +$252K +2,235 +21%
FMWA
423
Forvis Mazars Wealth Advisors
Missouri
$1.45M -$6.19K -55 -0.4%
LWAC
424
Laurel Wealth Advisors (California)
California
$1.43M +$81.8K +726 +6%
VWA
425
V Wealth Advisors
Kansas
$1.43M -$32.7K -290 -2%
15 16
17
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