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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 %
IAN
426
Integrated Advisors Network
Texas
$1.41M +$1.13M +10,030 +400%
WAG
427
Winthrop Advisory Group
Massachusetts
$1.39M -$864K -7,678 -38%
BWM
428
BT Wealth Management
Georgia
$1.38M -$66.5K -591 -5%
ACA
429
Anchor Capital Advisors
Massachusetts
$1.36M -$1.82M -16,170 -57%
G
430
GenTrust
Florida
$1.36M +$113 +1 +0%
SHJ
431
Sharkey, Howes & Javer
Colorado
$1.35M -$53.1K -472 -4%
VFA
432
Voya Financial Advisors
Connecticut
$1.35M +$37.8K +339 +3%
AA
433
Ancora Advisors
Ohio
$1.33M -$586K -5,200 -31%
FWCM
434
Ferguson Wellman Capital Management
Oregon
$1.31M -$216K -1,919 -14%
PWM
435
Perigon Wealth Management
California
$1.3M +$21.2K +188 +2%
AI
436
Atria Investments
North Carolina
$1.28M +$1.28M +11,323 New
PPA
437
Parametric Portfolio Associates
Washington
$1.27M -$816K -7,249 -39%
FPS
438
Fieldpoint Private Securities
Connecticut
$1.27M -$338K -3,003 -21%
Lido Advisors
439
Lido Advisors
California
$1.26M -$195K -1,730 -13%
GVAG
440
Great Valley Advisor Group
Delaware
$1.25M +$702K +6,234 +127%
SCM
441
Smith Capital Management
Arkansas
$1.25M +$34.4K +305 +3%
Allianz Asset Management
442
Allianz Asset Management
Germany
$1.23M -$14.9M -132,698 -92%
TNA
443
True North Advisors
Texas
$1.22M -$505K -4,485 -29%
WWM
444
Western Wealth Management
Colorado
$1.21M -$90.9K -806 -7%
CSM
445
CAMG Solamere Management
North Carolina
$1.21M -$843K -7,491 -41%
TWA
446
TCI Wealth Advisors
Arizona
$1.2M -$10.1K -90 -0.8%
VCM
447
Vivaldi Capital Management
Illinois
$1.2M – – –
AFA
448
American Financial Advisors
Georgia
$1.2M +$938 +8 +0.1%
GBT
449
Grove Bank & Trust
Florida
$1.19M – – –
GC
450
Garde Capital
Washington
$1.19M +$72.7K +646 +7%
16 17
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