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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 %
CAM
476
Carret Asset Management
New York
$987K +$2.93K +26 +0.3%
Nomura Asset Management
477
Nomura Asset Management
Japan
$980K +$980K +8,700 New
JWA
478
JFS Wealth Advisors
Pennsylvania
$979K -$33.7K -299 -3%
NFG
479
Next Financial Group
Texas
$979K +$115K +1,024 +13%
KCM
480
Kanawha Capital Management
Virginia
$972K +$198K +1,760 +26%
PTC
481
Private Trust Company
Ohio
$967K -$176K -1,559 -15%
PPP
482
Private Portfolio Partners
New Jersey
$967K -$64.2K -570 -6%
TNB
483
Thomasville National Bank
Georgia
$955K -$20.8K -185 -2%
FUBT
484
First United Bank & Trust
Maryland
$950K -$91.5K -812 -9%
AWS
485
AJ Wealth Strategies
New York
$945K +$150K +1,333 +19%
FFA
486
Fragasso Financial Advisors
Pennsylvania
$943K -$31.9K -265 -3%
CGL
487
Clarius Group LLC
Washington
$937K -$2.46M -21,869 -72%
FAIM
488
Financial Advocates Investment Management
Washington
$934K +$575K +4,790 +160%
PFS
489
Prospera Financial Services
Texas
$932K +$97.7K +867 +12%
HNB
490
Huntington National Bank
Ohio
$925K -$1.11M – –
CWP
491
CFM Wealth Partners
Texas
$924K – – –
Victory Capital Management
492
Victory Capital Management
Texas
$922K -$922K -8,190 -50%
SC
493
SouthState Corp
Florida
$912K -$134K -1,192 -13%
NCM
494
Next Capital Management
New York
$906K +$906K +8,048 New
TP
495
Tranquility Partners
Tennessee
$901K -$366K -3,252 -29%
CPA
496
Clear Perspective Advisors
Illinois
$901K +$901K +7,998 New
AAS
497
Annex Advisory Services
Wisconsin
$898K +$15.7K +139 +2%
OCG
498
Opus Capital Group
Ohio
$897K -$106K -940 -11%
DWM
499
Doyle Wealth Management
Florida
$894K -$183K -1,628 -17%
SCA
500
STALEY CAPITAL ADVISERS
Pennsylvania
$885K – – –
18 19
20
21 22