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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 %
BCM
676
Bourgeon Capital Management
Connecticut
$397K – – –
ACS
677
Archford Capital Strategies
Illinois
$397K – – –
RW
678
REDW Wealth
New Mexico
$397K – – –
IB
679
Intrust Bank
Kansas
$395K – – –
BCM
680
Brookstone Capital Management
Illinois
$394K -$116K -1,030 -23%
PAI
681
Pittenger & Anderson Inc
Nebraska
$394K – – –
LFS
682
Lutz Financial Services
Nebraska
$394K – – –
BA
683
Ballew Advisors
Mississippi
$394K +$225 +2 +0.1%
GWS
684
Glassman Wealth Services
Virginia
$393K -$7.77K -69 -2%
SCP
685
Syntal Capital Partners
Texas
$393K +$19.2K +171 +5%
LOPW
686
Live Oak Private Wealth
North Carolina
$390K +$390K +3,461 New
RCA
687
Resonant Capital Advisors
Wisconsin
$388K -$286K -2,538 -42%
SAM
688
Secure Asset Management
Michigan
$388K +$11.3K +100 +3%
KFP
689
KMG Fiduciary Partners
Ohio
$387K -$8.9M -78,999 -96%
AWE
690
Avidian Wealth Enterprises
Texas
$384K +$42.6K +378 +12%
TW
691
Transform Wealth
Colorado
$380K +$33.8K +300 +10%
TGAM
692
TBH Global Asset Management
Tennessee
$378K -$55K -489 -13%
RC
693
RegentAtlantic Capital
New Jersey
$376K +$58.9K +523 +19%
ECM
694
ETrade Capital Management
Virginia
$375K +$69.2K +614 +23%
MWM
695
Merriman Wealth Management
Washington
$369K -$174K -1,541 -32%
EWA
696
Exencial Wealth Advisors
Oklahoma
$366K -$4.4K -39 -1%
PG
697
Patten Group
Tennessee
$364K -$64.8K -575 -15%
CIAS
698
Capital Investment Advisory Services
North Carolina
$362K – – –
Charles Schwab
699
Charles Schwab
California
$361K -$485K -4,300 -57%
DBRC
700
D.B. Root & Company
Pennsylvania
$357K – – –
26 27
28
29 30