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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 %
BP
451
BBR Partners
New York
$1.17M -$42.8K -380 -4%
DWM
452
Dakota Wealth Management
Florida
$1.16M -$39.4K -350 -3%
FWP
453
FAS Wealth Partners
Kansas
$1.16M +$7.1K +63 +0.6%
IC
454
IEQ Capital
California
$1.16M -$267K -2,369 -19%
MWM
455
Modera Wealth Management
New Jersey
$1.14M -$79.2K -703 -6%
FT
456
Fiduciary Trust
Massachusetts
$1.13M +$153K +1,359 +16%
AP
457
Adero Partners
California
$1.12M -$55.2K -490 -5%
BWM
458
BigSur Wealth Management
Florida
$1.12M – – –
BCM
459
Bridgeway Capital Management
Texas
$1.12M +$1.12M +9,900 New
WANY
460
Wealthspire Advisors (New York)
New York
$1.11M -$6.78M -60,176 -86%
BIA
461
BHK Investment Advisors
Alabama
$1.1M +$225 +2 +0%
WS
462
Wedbush Securities
California
$1.09M -$158K -1,406 -13%
MCM
463
Mitchell Capital Management
Kansas
$1.09M +$273K +2,421 +33%
RC
464
Rinet Company
Massachusetts
$1.09M -$147K -1,308 -12%
Pzena Investment Management
465
Pzena Investment Management
New York
$1.09M +$1.09M +9,630 New
BAS
466
Brown Advisory Securities
Maryland
$1.08M -$572K -4,975 -35%
SSB
467
Sandy Spring Bank
Maryland
$1.06M +$190K +1,686 +22%
QPWM
468
Quadrant Private Wealth Management
Pennsylvania
$1.06M +$147K +1,310 +16%
PCMC
469
Paragon Capital Management (Colorado)
Colorado
$1.06M +$742K +6,585 +237%
AC
470
Alexandria Capital
Virginia
$1.05M -$136K -1,204 -11%
LWP
471
Legacy Wealth Planning
Nevada
$1.03M -$46K -408 -4%
LDB
472
Lee, Danner & Bass
Tennessee
$1.03M +$7.1K +63 +0.7%
TIM
473
Tortoise Investment Management
New York
$1.02M -$64.8K -575 -6%
WI
474
WrapManager Inc
California
$1.01M -$200K -1,779 -16%
KWM
475
Kingsview Wealth Management
Oregon
$1.01M +$15.5K +138 +2%
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