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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 %
WR
526
Watson Rebecca
$787K -$7.21K -64 -0.9%
PA
527
Pinnacle Associates
New York
$784K +$268K +2,384 +52%
AIM
528
Aspen Investment Management
Michigan
$774K +$774K +6,872 New
AW
529
ACG Wealth
Georgia
$773K -$287K -2,543 -27%
ADL
530
Asset Dedication LLC
California
$766K -$33.4K -297 -4%
AAM
531
Autus Asset Management
Arizona
$759K -$70.7K -628 -9%
SWM
532
Southern Wealth Management
Texas
$757K -$1.11M -9,884 -60%
CTC
533
Central Trust Company
Missouri
$756K -$7.54K -67 -1%
MIAS
534
Mason Investment Advisory Services
Virginia
$756K -$140K -1,239 -16%
FANJ
535
Financial Architects (New Jersey)
New Jersey
$753K -$25.6K -227 -3%
VC
536
Veracity Capital
Georgia
$750K -$176K -1,560 -19%
CWA
537
Core Wealth Advisors
Florida
$747K -$3.77M -33,491 -83%
GC
538
Grimes & Company
Massachusetts
$743K – – –
NFG
539
Nations Financial Group
Iowa
$739K +$32.5K +288 +5%
KTC
540
Kistler-Tiffany Companies
Pennsylvania
$733K -$23.6K -210 -3%
JFA
541
Johanson Financial Advisors
California
$733K +$66.3K +589 +10%
CIA
542
Capital Investment Advisors
Georgia
$732K -$173K -1,540 -19%
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$732K – – –
FBA
544
Front Barnett Associates
Illinois
$727K +$15.5K +138 +2%
HA
545
Harborview Advisors
Maine
$719K +$12.3K +109 +2%
FMT
546
First Mercantile Trust
Tennessee
$719K +$346K +3,070 +93%
NA
547
NewEdge Advisors
Louisiana
$713K -$3.49K -31 -0.5%
PA
548
Paracle Advisors
Washington
$712K +$16.3K +145 +2%
SFS
549
Sowell Financial Services
Arkansas
$711K -$54.7K -486 -7%
BMCM
550
Bryn Mawr Capital Management
Pennsylvania
$705K +$79.8K +709 +13%
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