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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 %
FDCDDQ
976
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.7K – – –
TFA
977
Toth Financial Advisory
Virginia
$2K – – –
TFA
978
Transamerica Financial Advisors
Florida
$2K +$2K +11 New
FCAS
979
First Command Advisory Services
Texas
$2K +$2K +21 New
SIS
980
Sound Income Strategies
Florida
$1K -$12.5K -100 -93%
RG
981
Retirement Group
California
$1K +$1K +13 New
SNT
982
Security National Trust
West Virginia
$1K +$1K +13 New
FI
983
Financial Insights
Washington
$822 +$176 +2,375 +27%
NIMC
984
NWQ Investment Management Company
California
$536 -$5.25K -46,563 -91%
WIM
985
Westside Investment Management
California
$46 – – –
T. Rowe Price Associates
986
T. Rowe Price Associates
Maryland
– -$25.1M -253,200 Closed
LCOV
987
London Company of Virginia
Virginia
– -$17.8M -178,989 Closed
Simplex Trading
988
Simplex Trading
Illinois
– -$7.93M -79,949 Closed
UBS AM
989
UBS AM
Illinois
– -$7.7M -77,650 Closed
Invesco
990
Invesco
Georgia
– -$6.81M -68,697 Closed
Eagle Capital Management (New York)
991
Eagle Capital Management (New York)
New York
– -$6.58M -66,365 Closed
CCT
992
Country Club Trust
Missouri
– -$5.37M -53,147 Closed
AIA
993
Avalon Investment & Advisory
Texas
– -$4.75M -47,885 Closed
HIMCH
994
Hartford Investment Management Co (HIMCO)
Connecticut
– -$4.26M -42,950 Closed
SIM
995
Strategic Investment Management
Virginia
– -$3.94M -39,686 Closed
DIA
996
Dana Investment Advisors
Wisconsin
– -$2.84M -28,600 Closed
AP
997
Americana Partners
Texas
– -$2.04M -20,530 Closed
MHI
998
Miller Howard Investments
New York
– -$1.95M -19,624 Closed
PI
999
Parkside Investments
Illinois
– -$1.91M -19,237 Closed
SCCM
1000
Schafer Cullen Capital Management
New York
– -$1.77M -17,821 Closed
38 39
40
41 42