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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 %
CBN
626
Cadence Bank NA
Texas
$486K – – –
RPWA
627
Regent Peak Wealth Advisors
Georgia
$481K – – –
OAM
628
Occidental Asset Management
California
$480K – – –
CBFP
629
Cedar Brook Financial Partners
Ohio
$475K +$28.2K +250 +6%
PFA
630
Pure Financial Advisors
California
$475K +$31.7K +281 +7%
CWM
631
Cornerstone Wealth Management
Missouri
$474K +$43.9K +390 +10%
PCS
632
Personal CFO Solutions
New Jersey
$473K -$1.87M -16,643 -80%
SFP
633
Strategic Financial Partners
Oregon
$473K -$2.14K -19 -0.5%
Wellington Management Group
634
Wellington Management Group
Massachusetts
$473K – – –
FWM
635
Fairhaven Wealth Management
Illinois
$469K +$469K +4,165 New
MPWT
636
MassMutual Private Wealth & Trust
Connecticut
$465K -$13.3K -118 -3%
BWL
637
Bogart Wealth LLC
Virginia
$464K -$27.7K -246 -6%
BCWM
638
Blue Chip Wealth Management
Florida
$462K -$28.2K -251 -6%
HR
639
Hayden Royal
North Carolina
$461K +$29.5K +262 +7%
TWM
640
Titus Wealth Management
California
$458K +$23.2K +206 +5%
CSPIA
641
Cary Street Partners Investment Advisory
Virginia
$456K -$242K -2,150 -35%
FRA
642
Front Row Advisors
California
$456K +$11.3K +100 +3%
CIP
643
Capital Insight Partners
Arizona
$455K – – –
GPA
644
Guidance Point Advisors
Massachusetts
$455K +$43.6K +388 +11%
PP
645
PrairieView Partners
Minnesota
$453K -$56.8K -505 -11%
VWM
646
Valley Wealth Managers
New Jersey
$450K – – –
BCM
647
Buckhead Capital Management
Georgia
$450K +$450K +4,000 New
EWM
648
Evermay Wealth Management
Virginia
$447K – – –
CST
649
Charles Schwab Trust
Nevada
$444K +$444K +3,941 New
WF
650
WoodTrust Financial
Wisconsin
$439K +$206K +1,826 +88%
24 25
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