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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 %
SAG
726
Spotlight Asset Group
Illinois
$321K -$47.1K -418 -13%
BBPWM
727
Blue Bell Private Wealth Management
Pennsylvania
$320K -$11.4K -100 -3%
ECM
728
Evergreen Capital Management
Washington
$320K +$320K +2,838 New
SCA
729
Snowden Capital Advisors
New York
$317K +$1.8K +16 +0.6%
OSAM
730
O'Shaughnessy Asset Management
Connecticut
$316K -$1.68M -14,941 -84%
BRWM
731
B. Riley Wealth Management
Tennessee
$315K -$276K -2,450 -47%
VFP
732
Verus Financial Partners
Virginia
$314K +$1.91K +17 +0.6%
CM
733
Cornerstone Management
Georgia
$314K – – –
EWM
734
Empirical Wealth Management
Washington
$312K -$56.1K -498 -15%
ZIM
735
Zacks Investment Management
Illinois
$310K -$5.56M -49,421 -95%
AWMG
736
Alliance Wealth Management Group
New Jersey
$310K – – –
VHAM
737
Van Hulzen Asset Management
California
$308K -$282K -2,503 -48%
PP
738
Palladium Partners
Virginia
$307K +$2.14K +19 +0.7%
SS
739
Sunbelt Securities
Texas
$306K +$3.49K +31 +1%
JIC
740
Joel Isaacson & Co
New York
$305K -$16.1K -143 -5%
ODIJL
741
One Day In July LLC
Vermont
$305K -$10.7K -95 -3%
SXL
742
Summit X LLC
Missouri
$304K – – –
TFGT
743
TS Financial Group (TSFG)
Illinois
$303K -$66.3K -588 -18%
CFS
744
CRA Financial Services
New Jersey
$300K +$3.38K +30 +1%
BBNA
745
Bremer Bank National Association
Minnesota
$298K -$15.4K -137 -5%
LBC
746
Lowe Brockenbrough & Co
Virginia
$297K – – –
FMBTD
747
First Midwest Bank Trust Division
Illinois
$296K -$641K -5,681 -68%
QAM
748
QCI Asset Management
New York
$295K – – –
CCP
749
Corient Capital Partners
California
$294K – – –
FFN
750
Focus Financial Network
Minnesota
$293K -$8.33K -74 -3%
28 29
30
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