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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 %
BTW
551
Boston Trust Walden
Massachusetts
$705K +$98.5K +875 +16%
TAM
552
Tradition Asset Management
Virginia
$703K – – –
MMA
553
Miracle Mile Advisors
California
$699K -$641K -5,700 -48%
State Street
554
State Street
Massachusetts
$698K +$20.7K +184 +3%
TSW
555
Thompson Siegel & Walmsley
Virginia
$692K +$34.3K +305 +5%
CWM
556
Chesapeake Wealth Management
Virginia
$679K +$16.3K +145 +2%
WB
557
Webster Bank
Connecticut
$674K -$32.8K -291 -5%
SYBT
558
Stock Yards Bank & Trust
Kentucky
$667K +$424K +3,758 +174%
GG
559
Gofen & Glossberg
Illinois
$663K -$67.6K -600 -9%
IC
560
Intersect Capital
California
$662K +$45.9K +408 +7%
AG
561
Appleton Group
Wisconsin
$660K +$1.92K +17 +0.3%
SPC
562
Sigma Planning Corp
Michigan
$656K -$88.8K -788 -12%
CCM
563
Coldstream Capital Management
Washington
$656K – – –
CRC
564
Curi RMB Capital
Illinois
$655K +$12.1K +107 +2%
ST
565
Smithfield Trust
Pennsylvania
$653K – – –
CIA
566
Choate Investment Advisors
Massachusetts
$650K -$19.2K -170 -3%
HTC
567
Haverford Trust Company
Pennsylvania
$647K -$601K -5,334 -48%
CAG
568
Crestwood Advisors Group
Massachusetts
$643K +$5.97K +53 +0.9%
WPA
569
West Paces Advisors
Georgia
$636K -$9.57K -85 -1%
RRAM
570
River Road Asset Management
Kentucky
$631K +$266K +2,360 +73%
SIS
571
SVB Investment Services
Utah
$630K -$18.1K -161 -3%
NG
572
Northstar Group
New York
$630K +$34K +302 +6%
FWM
573
Frontier Wealth Management
Missouri
$627K -$164K -1,458 -21%
AWA
574
Arete Wealth Advisors
Illinois
$627K +$17.5K +155 +3%
CAAS
575
Capital Asset Advisory Services
Michigan
$622K +$16.3K +134 +3%
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