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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 %
IA
751
IFG Advisory
Georgia
$292K -$3.04K -27 -1%
EI
752
Ellevest Inc
New York
$290K +$1.92K +17 +0.7%
KF
753
Krilogy Financial
Missouri
$290K +$290K +2,579 New
OWA
754
One Wealth Advisors
California
$287K -$81.1K -720 -22%
MFS
755
McNamara Financial Services
Massachusetts
$287K – – –
MWA
756
Meridian Wealth Advisors
Texas
$286K -$95K -843 -25%
JC
757
Jentner Corp
Ohio
$286K – – –
EPM
758
Elm Partners Management
Pennsylvania
$285K -$29.7K -264 -9%
AIS
759
American Investment Services
Massachusetts
$285K -$3.38K -30 -1%
SC
760
Schoolcraft Capital
Colorado
$284K – – –
KWM
761
Keebeck Wealth Management
Illinois
$283K +$22.8K +203 +9%
3AM
762
3D Asset Management
Connecticut
$281K -$35.8K -318 -11%
UWM
763
USAdvisors Wealth Management
Minnesota
$281K -$3.6K -32 -1%
FTC
764
Farmers Trust Company
Ohio
$280K -$2.25K -20 -0.8%
IAIM
765
International Assets Investment Management
Florida
$277K -$73.6K -653 -21%
ONB
766
Old National Bancorp
Indiana
$277K -$8.79K -78 -3%
GTAM
767
Global Trust Asset Management
Florida
$276K -$538K -4,780 -66%
TSWM
768
Triangle Securities Wealth Management
North Carolina
$272K -$98.7K -876 -27%
MA
769
MCF Advisors
Kentucky
$271K -$3.72K -33 -1%
SIC
770
Salem Investment Counselors
North Carolina
$271K -$2.48K -22 -0.9%
CHC
771
City Holding Co
West Virginia
$270K -$113 -1 -0%
LIM
772
Leavell Investment Management
Alabama
$267K – – –
PCIA
773
Prime Capital Investment Advisors
Kansas
$267K +$81.8K +727 +44%
LA
774
Legacy Advisors
Pennsylvania
$265K – – –
SBL
775
Sargent Bickham Lagudis
Colorado
$264K +$1.01K +9 +0.4%
29 30
31
32 33