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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
$1.71B
3
AllianceBernstein
AllianceBernstein
Tennessee
$90.1M
4
UBS Group
UBS Group
Switzerland
$606M
5
PL
Perpetual Ltd
Australia
$66.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.98B
2
SW
SVB Wealth
Massachusetts
$6.18M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.79B
4
Ameriprise
Ameriprise
Minnesota
$81.5M
5
Morgan Stanley
Morgan Stanley
New York
$3.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
876
Stelac Advisory Services
New York
$100K +$100K +888 New
FCM
877
Firestone Capital Management
Florida
$96K – – –
GAM
878
Gemmer Asset Management
California
$91K -$140K -1,240 -61%
BCA
879
Bray Capital Advisors
Florida
$91K – – –
PIMG
880
Patriot Investment Management Group
Tennessee
$87.1K +$87.1K +773 New
IRC
881
Investors Research Corp
Georgia
$86K – – –
BWA
882
BDO Wealth Advisors
Florida
$81K -$198K -1,762 -71%
SWM
883
Selective Wealth Management
Virginia
$79K – – –
SWA
884
Sutton Wealth Advisors
Florida
$78.5K – – –
POIA
885
Pin Oak Investment Advisors
Texas
$78K – – –
IRAG
886
Investment Research & Advisory Group
Georgia
$76K – – –
BFEC
887
Benjamin F. Edwards & Company
Missouri
$73K -$38K -335 -34%
AF
888
Affiance Financial
Minnesota
$72K – – –
HI
889
Hudock Inc
Pennsylvania
$68K +$34K +302 +100%
VNA
890
Valley National Advisers
Pennsylvania
$66K +$113 +1 +0.2%
WCG
891
Weaver Consulting Group
California
$63K -$317K -2,800 -83%
IWP
892
IAG Wealth Partners
Wisconsin
$62K – – –
JFA
893
JNBA Financial Advisors
Minnesota
$61K -$7.95K -71 -12%
CCA
894
Column Capital Advisors
Indiana
$57K -$81.6K -726 -59%
BWP
895
Baldwin Wealth Partners
Massachusetts
$56K – – –
EK
896
Evensky & Katz
Florida
$55K +$678 +6 +1%
LGWM
897
Litman Gregory Wealth Management
California
$55K +$14K +125 +34%
MLFP
898
MPS Loria Financial Planners
Illinois
$54K +$54K +477 New
TCOV
899
Trust Company of Vermont
Vermont
$53K – – –
MIM
900
Macroview Investment Management
Maryland
$53K +$12.7K +113 +32%
34 35
36
37 38