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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 %
PGWM
651
Parisi Gray Wealth Management
New Jersey
$438K -$451 -4 -0.1%
BZWA
652
Blue Zone Wealth Advisors
California
$437K +$5.41K +48 +1%
PWMAG
653
Pinnacle Wealth Management Advisory Group
New Jersey
$436K +$436K +3,872 New
EVM
654
Eaton Vance Management
Massachusetts
$432K -$17.5M -155,810 -98%
YWP
655
YorkBridge Wealth Partners
New York
$430K -$59.2K -526 -12%
WAM
656
Weatherly Asset Management
California
$429K – – –
LSAG
657
Lake Street Advisors Group
New Hampshire
$425K – – –
FC
658
Forte Capital
New York
$425K +$425K +3,774 New
IA
659
IFP Advisors
Florida
$424K +$95.1K +853 +29%
AFC
660
AFT Forsyth & Company
Florida
$423K -$55.8K -495 -12%
WLPWM
661
Walled Lake Planning & Wealth Management
Illinois
$423K -$35.4K -314 -8%
PCM
662
Pointe Capital Management
Michigan
$419K -$3.94K -35 -0.9%
RI
663
Ridgewood Investments
New Jersey
$418K -$13.1K -116 -3%
FFC
664
First Financial Corp
Indiana
$417K -$19.2K -170 -4%
DDPIC
665
Deroy & Devereaux Private Investment Counsel
Michigan
$415K +$7.65K +68 +2%
STA
666
Summit Trail Advisors
New York
$414K -$370K -3,286 -47%
PB
667
Pinnacle Bancorp
Nebraska
$414K -$1.8K -16 -0.4%
GWM
668
Geneos Wealth Management
Colorado
$413K +$1.42K +13 +0.3%
RMDI
669
R.M. Davis Inc
Maine
$411K -$23.3K -207 -5%
RIM
670
Rockbridge Investment Management
New York
$407K +$407K +3,614 New
JF
671
JSF Financial
California
$406K +$50.8K +451 +14%
RBC
672
Roble Belko & Company
Pennsylvania
$405K -$21.6K -192 -5%
GC
673
Gratus Capital
Georgia
$402K -$34K -302 -8%
TNB
674
TCF National Bank
South Dakota
$401K -$32.3K -254 -7%
PA
675
Procyon Advisors
Connecticut
$400K -$95.4K -848 -19%
25 26
27
28 29