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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 %
SIAS
576
Shine Investment Advisory Services
Colorado
$611K -$175K -1,552 -22%
CFGS
577
Concourse Financial Group Securities
Alabama
$610K -$17.6K -156 -3%
BS
578
Banco Santander
Spain
$608K +$608K +5,395 New
BW
579
Bison Wealth
Georgia
$607K +$37K +328 +6%
LFAS
580
Level Four Advisory Services
Texas
$601K -$871K -7,743 -59%
MFG
581
Menard Financial Group
Texas
$599K -$2.18M -19,397 -78%
CC
582
Courier Capital
New York
$596K – – –
HPC
583
Hobart Private Capital
North Carolina
$595K +$595K +5,286 New
ACM
584
Allred Capital Management
Texas
$591K – – –
MCWS
585
McKinley Carter Wealth Services
West Virginia
$588K -$686K -6,086 -54%
CPO
586
Cerity Partners OCIO
New York
$587K +$125K +1,114 +27%
WIA
587
World Investment Advisors
California
$584K +$5.25K +43 +0.9%
BRWA
588
B. Riley Wealth Advisors
Florida
$582K -$198K -1,758 -25%
PMFA
589
Plante Moran Financial Advisors
Michigan
$581K -$22K -195 -4%
MFW
590
Meristem Family Wealth
Minnesota
$579K -$397K -3,525 -41%
GSIS
591
Global Strategic Investment Solutions
Arizona
$579K +$579K +5,143 New
HFA
592
Hoover Financial Advisors
Pennsylvania
$576K +$5.06K +45 +0.9%
JIR
593
James Investment Research
Ohio
$571K -$338K -2,994 -37%
MGIA
594
Matthew Goff Investment Advisor
Texas
$569K – – –
SCI
595
S&CO Inc
Massachusetts
$569K – – –
MWP
596
MYCIO Wealth Partners
Pennsylvania
$568K +$5.63K +50 +1%
FPTW
597
Franklin, Parlapiano, Turner & Welch
Texas
$565K – – –
FPCG
598
Fort Pitt Capital Group
Pennsylvania
$558K – – –
HF
599
Halpern Financial
Virginia
$556K +$166K +1,472 +42%
FNT
600
First National Trust
Pennsylvania
$554K -$304K -2,700 -35%
22 23
24
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