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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 %
NFC
501
Northeast Financial Consultants
Connecticut
$870K – – –
Wealth Enhancement Advisory Services
502
Wealth Enhancement Advisory Services
Minnesota
$868K +$54.4K +459 +7%
IWC
503
Integrated Wealth Concepts
Massachusetts
$868K +$229K +2,036 +36%
BNP Paribas Financial Markets
504
BNP Paribas Financial Markets
France
$867K -$1.31M -11,656 -60%
HW
505
Hancock Whitney
Mississippi
$865K -$740K -6,569 -46%
MCM
506
Manchester Capital Management
Vermont
$861K -$7.32K -65 -0.8%
SIC
507
Sigma Investment Counselors
Michigan
$860K -$28.3K -251 -3%
VA
508
Valmark Advisers
Ohio
$856K -$164K -1,459 -16%
IFG
509
Investors Financial Group
Minnesota
$854K -$13.5K -120 -2%
APA
510
American Portfolios Advisors
New York
$850K +$4.51K +40 +0.5%
LCM
511
Logan Capital Management
Pennsylvania
$839K -$345K -3,067 -29%
TCBWMS
512
Texas Capital Bank Wealth Management Services
Texas
$833K -$422K -3,743 -34%
PFT
513
Providence First Trust
Arizona
$833K – – –
GIA
514
Gladstone Institutional Advisory
Florida
$823K -$24.5K -217 -3%
PFG
515
Pacific Financial Group
Washington
$823K – – –
EWP
516
Engrave Wealth Partners
Texas
$816K -$17.9K -159 -2%
NHC
517
Nicholas Hoffman & Company
Georgia
$812K -$152K -1,354 -16%
CBA
518
Coastal Bridge Advisors
Connecticut
$803K -$51K -453 -6%
TFO
519
Tarbox Family Office
California
$802K – – –
SVWAG
520
Sound View Wealth Advisors Group
Georgia
$801K -$50.7K -450 -6%
CA
521
Clearstead Advisors
Ohio
$801K -$19.9K -177 -2%
CWS
522
Cypress Wealth Services
California
$799K -$406K -3,607 -34%
SC
523
Steph & Co
Wisconsin
$797K +$17.5K +155 +2%
AWA
524
Arkadios Wealth Advisors
Georgia
$796K +$508K +4,421 +176%
CG
525
Caprock Group
Idaho
$795K +$75.1K +667 +10%
19 20
21
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