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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 %
GI
951
Gradient Investments
Minnesota
$15K +$5.77K +50 +63%
PCTC
952
Perkins Coie Trust Company
Washington
$14K -$5.82K -52 -29%
IFAM
953
Institutional & Family Asset Management
Colorado
$14K – – –
CMBA
954
C.M. Bidwell & Associates
Hawaii
$14K +$14K +124 New
NA
955
Nottingham Advisors
New York
$13.7K +$2.02K +17,654 +17%
CICI
956
Capital Investment Counsel Inc
North Carolina
$11K – – –
RIA
957
RPG Investment Advisory
California
$11K – – –
OAJ
958
Ogorek Anthony Joseph
New York
$10K – – –
SFA
959
Semmax Financial Advisors
North Carolina
$10K – – –
ATC
960
Adirondack Trust Company
New York
$9K – – –
MWC
961
MBM Wealth Consultants
Missouri
$9K – – –
CA
962
Centerpoint Advisors
Massachusetts
$8K – – –
LDFR
963
Lehman & Derafelo Financial Resources
Pennsylvania
$8K – – –
DCM
964
Davis Capital Management
Florida
$7K – – –
CAW
965
Cornerstone Advisors (Washington)
Washington
$7K +$119 +1 +2%
TC
966
Truvestments Capital
Florida
$7K +$7K +63 New
SFG
967
Sowa Financial Group
Rhode Island
$6K – – –
CI
968
CX Institutional
Indiana
$6K +$6K +53 New
AF
969
Arrow Financial
New York
$6K +$6K +55 New
AWM
970
Atticus Wealth Management
Florida
$5K -$84.2K -741 -94%
MDCM
971
Morgan Dempsey Capital Management
Wisconsin
$5K -$16.5K -142 -77%
CA
972
Crewe Advisors
Utah
$4K – – –
GIP
973
Granite Investment Partners
California
$3K – – –
TCM
974
Tradewinds Capital Management
Washington
$3K – – –
APWA
975
Atlas Private Wealth Advisors
New Jersey
$3K +$3K +23 New
37 38
39
40 41