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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 %
PFM
801
Parsec Financial Management
North Carolina
$225K -$6.2K -55 -3%
ME
802
McIlrath & Eck
Washington
$225K – – –
RT
803
Rockland Trust
Massachusetts
$225K +$225K +2,000 New
GP
804
Girard Partners
Pennsylvania
$223K -$58.1K -517 -21%
OWM
805
Orgel Wealth Management
Wisconsin
$223K +$223K +1,981 New
Fisher Asset Management
806
Fisher Asset Management
Washington
$222K -$243K -2,157 -52%
WTFG
807
Wells Trecaso Financial Group
Ohio
$222K +$222K +1,972 New
PWW
808
Pettyjohn Wood & White
Virginia
$222K +$222K +1,975 New
BS
809
Boenning & Scattergood
Pennsylvania
$221K +$221K +1,963 New
BAM
810
Belpointe Asset Management
Nevada
$220K +$62.5K +556 +40%
WOSD
811
WFA of San Diego
California
$220K +$220K +1,594 New
ATWA
812
Arbor Trust Wealth Advisors
Michigan
$220K +$220K +1,950 New
MC
813
Moors & Cabot
Massachusetts
$220K +$220K +1,957 New
LC
814
Lindbrook Capital
California
$218K +$80.2K +714 +58%
CFG
815
Citizens Financial Group
Rhode Island
$217K -$122K -1,083 -36%
RP
816
Rice Partnership
Hawaii
$217K – – –
FCA
817
FinTrust Capital Advisors
South Carolina
$216K -$50.2K -445 -19%
AMC
818
Asset Management Corp
Illinois
$215K -$79K -700 -27%
DWM
819
Destination Wealth Management
California
$214K -$31.6K -281 -13%
FAT
820
First American Trust
California
$213K -$16.5K -146 -7%
CAN
821
Claraphi Advisory Network
United States
$211K -$77.2K -684 -27%
M
822
MOTCO
Texas
$211K – – –
IAA
823
Independent Advisor Alliance
North Carolina
$208K +$208K +1,761 New
MCCP
824
Mission Creek Capital Partners
California
$207K +$207K +1,834 New
RIA
825
Regal Investment Advisors
Michigan
$206K +$206K +1,830 New
31 32
33
34 35