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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 %
RWP
601
RWA Wealth Partners
Massachusetts
$551K +$551K +4,890 New
VCP
602
Vista Capital Partners
Oregon
$550K -$20K -178 -4%
RWA
603
Ropes Wealth Advisors
Massachusetts
$546K -$5.52K -49 -1%
DAS
604
Dynamic Advisor Solutions
Arizona
$534K +$534K +4,741 New
KIA
605
KCM Investment Advisors
California
$532K -$326K -2,895 -38%
WCWM
606
Willow Creek Wealth Management
California
$530K – – –
HCIA
607
Hochman Cole Investment Advisors
Illinois
$528K +$6.31K +56 +1%
UR
608
USCA RIA
Texas
$527K +$22K +195 +4%
CFO
609
CVA Family Office
Colorado
$524K – – –
NWP
610
Northstar Wealth Partners
Connecticut
$524K +$48.8K +434 +10%
PFGIA
611
Patriot Financial Group Insurance Agency
Massachusetts
$524K +$87.8K +780 +20%
KFI
612
Key Financial Inc
Pennsylvania
$521K – – –
NAS
613
Nicolet Advisory Services
Wisconsin
$520K -$82.1K -729 -14%
WB
614
WesBanco Bank
West Virginia
$517K -$13.8K -122 -3%
BFPW
615
BOK Financial Private Wealth
Colorado
$512K -$371K -3,298 -42%
MWM
616
Minot Wealth Management
Massachusetts
$512K -$182K -1,617 -26%
WIC
617
Woodmont Investment Counsel
Tennessee
$508K -$9.58K -85 -2%
FMTC
618
Farmers & Merchants Trust Company
California
$508K +$113K +1,000 +28%
MC
619
Middleton & Co
Massachusetts
$505K +$16.9K +150 +3%
WF
620
Welch & Forbes
Massachusetts
$502K – – –
AWM
621
Altium Wealth Management
New York
$501K -$130K -1,158 -21%
PCA
622
Personal Capital Advisors
California
$496K -$170K -1,507 -25%
PAM
623
Palisade Asset Management
Minnesota
$495K – – –
AL
624
AJO LP
Pennsylvania
$493K +$493K +4,380 New
TFS
625
TrustCore Financial Services
Tennessee
$488K -$31.2K -277 -6%
23 24
25
26 27