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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 %
WI
826
Wintrust Investments
Illinois
$205K -$56.9K -505 -22%
PWP
827
Principle Wealth Partners
Connecticut
$205K +$205K +1,818 New
CIC
828
Carnegie Investment Counsel
Ohio
$205K +$205K +1,819 New
SW
829
SteelPeak Wealth
California
$205K +$205K +1,823 New
CCM
830
Canal Capital Management
Virginia
$205K +$205K +1,824 New
WCM
831
WealthBridge Capital Management
Ohio
$204K -$44.3K -394 -18%
PP
832
PDS Planning
Ohio
$203K +$203K +1,802 New
BFA
833
Beaumont Financial Advisors
Massachusetts
$203K +$203K +1,805 New
FIM
834
Fernwood Investment Management
Massachusetts
$202K +$202K +1,798 New
BSA
835
Braun Stacey Associates
New York
$201K +$201K +1,785 New
AF
836
Allworth Financial
California
$189K -$113K -1,005 -37%
BEAM
837
Baker Ellis Asset Management
Washington
$187K – – –
APC
838
Aspire Private Capital
North Carolina
$187K – – –
AIC
839
Archer Investment Corporation
Indiana
$183K +$113 +1 +0.1%
FHA
840
Flagship Harbor Advisors
Massachusetts
$181K +$5.82K +52 +3%
PWMG
841
Prestige Wealth Management Group
New Jersey
$179K -$136K -1,207 -43%
Lazard Asset Management
842
Lazard Asset Management
New York
$169K -$2.29M -20,367 -93%
LWM
843
Liberty Wealth Management
California
$168K -$33.6K -299 -17%
WT
844
Washington Trust
Rhode Island
$167K -$63.9K -572 -28%
KPW
845
Kore Private Wealth
New York
$163K -$28.6K -254 -15%
AIM
846
Anchor Investment Management
South Carolina
$163K +$78.6K +698 +94%
FPFS
847
First Personal Financial Services
North Carolina
$161K – – –
AIA
848
Armor Investment Advisors
North Carolina
$161K – – –
ACA
849
Aptus Capital Advisors
Alabama
$157K -$56.1K -499 -26%
JGIA
850
Jackson Grant Investment Advisers
Connecticut
$153K +$26.1K +232 +21%
32 33
34
35 36