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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 %
CCT
701
Capital City Trust
Florida
$355K – – –
FC
702
Ferris Capital
Massachusetts
$353K – – –
APSP
703
Asset Planning Services (Pennsylvania)
Pennsylvania
$351K +$2.14K +19 +0.6%
TCM
704
Towercrest Capital Management
Pennsylvania
$351K +$41K +364 +13%
MSA
705
Marino Stram & Associates
Massachusetts
$350K +$18K +160 +5%
HWA
706
HCR Wealth Advisors
California
$349K +$112 +1 +0%
MSAM
707
Moloney Securities Asset Management
Missouri
$347K +$901 +8 +0.3%
NGA
708
Naples Global Advisors
Florida
$346K +$6.76K +60 +2%
Kovitz Investment Group Partners
709
Kovitz Investment Group Partners
Illinois
$345K -$164K -1,460 -32%
EFS
710
Essex Financial Services
Connecticut
$344K – – –
Chevy Chase Trust
711
Chevy Chase Trust
Maryland
$341K -$31.8K -282 -9%
LWA
712
LWS Wealth Advisors
New Jersey
$340K -$59.8K -531 -15%
MA
713
MONECO Advisors
Connecticut
$340K +$4.61K +41 +1%
MCP
714
Mirador Capital Partners
California
$338K +$1.8K +16 +0.5%
DJSG
715
D.J. St. Germain
Massachusetts
$337K -$6.77K -60 -2%
CWM
716
Calamos Wealth Management
Illinois
$333K -$77.3K -686 -19%
MAM
717
Madison Asset Management
Wisconsin
$333K – – –
NAM
718
NTV Asset Management
West Virginia
$332K -$30.8K -273 -8%
UIA
719
UBP Investment Advisors
Switzerland
$332K – – –
FFA
720
First Foundation Advisors
California
$331K -$67.8K -603 -17%
SHGA
721
Sand Hill Global Advisors
California
$331K -$26.7K -237 -7%
TAM
722
Townsend Asset Management
North Carolina
$328K -$14K -124 -4%
FNBT
723
FineMark National Bank & Trust
Florida
$328K -$11.3K -100 -3%
WA
724
Wealth Architects
California
$327K +$2.7K +24 +0.8%
EFSCE
725
Enterprise Financial Services Corp (EFSC)
Missouri
$324K +$12.8K +114 +4%
27 28
29
30 31