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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 %
GLA
776
Good Life Advisors
Pennsylvania
$263K -$109K -965 -29%
SEEDPG
777
S.E.E.D. Planning Group
New York
$263K +$263K +2,332 New
ST
778
Spinnaker Trust
Maine
$262K -$946K -8,420 -78%
NPF
779
Norris Perne & French
Michigan
$261K -$87.3K -777 -25%
AWM
780
Avondale Wealth Management
Texas
$256K – – –
Luther King Capital Management (LKCM)
781
Luther King Capital Management (LKCM)
Texas
$256K -$231K – –
MWM
782
Meridian Wealth Management
Kentucky
$252K – – –
CT
783
Cambridge Trust
Massachusetts
$247K -$111K -939 -31%
HH
784
Hilltop Holdings
Texas
$247K +$247K +2,190 New
PWP
785
Private Wealth Partners
California
$244K -$38.8K -345 -14%
CCM
786
Covington Capital Management
California
$244K -$16.6K -147 -6%
DBT
787
Dubuque Bank & Trust
Iowa
$244K – – –
BFA
788
Bragg Financial Advisors
North Carolina
$242K – – –
EIP
789
Ellis Investment Partners
Pennsylvania
$242K +$10.8K +96 +5%
PFA
790
Paradigm Financial Advisors
Missouri
$241K -$64.8K -575 -21%
GC
791
Gibson Capital
Pennsylvania
$241K – – –
First Manhattan
792
First Manhattan
New York
$239K – – –
KC
793
Kingfisher Capital
North Carolina
$239K +$3.37K +30 +1%
EIA
794
Eldridge Investment Advisors
New Hampshire
$239K +$239K +2,123 New
JSL
795
JT Stratford LLC
Georgia
$238K +$238K +2,111 New
VCA
796
Verdence Capital Advisors
Maryland
$233K -$6.41K -57 -3%
FA
797
Financial Advisors
Massachusetts
$232K – – –
CWG
798
Cornerstone Wealth Group
North Carolina
$228K +$450 +4 +0.2%
KWMG
799
King Wealth Management Group
Florida
$227K -$46.2K -410 -17%
PPCM
800
Pillar Pacific Capital Management
California
$227K +$227K +2,012 New
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