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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 %
MG
851
MilWealth Group
Wisconsin
$148K – – –
SAM
852
S.A. Mason
Michigan
$144K +$124K +1,100 +621%
WP
853
WealthShield Partners
North Carolina
$143K -$129K -1,144 -47%
CF
854
Centaurus Financial
California
$141K -$23.6K -210 -14%
AIP
855
Ameritas Investment Partners
Nebraska
$140K -$181K -1,614 -56%
HI
856
Human Investing
Oregon
$139K +$121K +1,069 +660%
APWM
857
Atlas Private Wealth Management
New York
$133K -$91.7K -814 -41%
IBOK
858
Independence Bank of Kentucky
Kentucky
$131K +$4.51K +40 +4%
BCWM
859
Bartlett & Co Wealth Management
Ohio
$129K -$18.9K -168 -13%
BC
860
Bartlett & Co
Ohio
$129K -$18.9K -168 -13%
THWM
861
Taylor Hoffman Wealth Management
Virginia
$127K +$127K +1,125 New
MPCG
862
Matrix Private Capital Group
New York
$126K +$2.36K +21 +2%
CWM
863
Cranbrook Wealth Management
Michigan
$125K – – –
BFC
864
Bedel Financial Consulting
Indiana
$124K – – –
EP
865
Eudaimonia Partners
Tennessee
$123K -$35K -311 -22%
SC
866
Stralem & Co
New York
$122K – – –
SIM
867
Sonora Investment Management
Arizona
$119K -$1.91K -17 -2%
ST
868
Sageworth Trust
Pennsylvania
$118K – – –
PG
869
Proffitt & Goodson
Tennessee
$116K +$116K +1,033 New
RFA
870
Reilly Financial Advisors
California
$115K -$22.7K -201 -16%
CWM
871
Campbell Wealth Management
Virginia
$115K +$115K +1,022 New
SWM
872
Sugarloaf Wealth Management
Georgia
$107K – – –
MFT
873
Moisand Fitzgerald Tamayo
Florida
$106K – – –
PCA
874
Providence Capital Advisors
North Carolina
$105K -$70.2K -625 -40%
EW
875
Evoke Wealth
California
$102K -$265K -2,360 -72%
33 34
35
36 37