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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 %
GPFA
1001
Game Plan Financial Advisors
Ohio
– -$1.68M -16,905 Closed
WA
1002
Wealth Alliance
New York
– -$1.47M -14,851 Closed
VAS
1003
Vestmark Advisory Solutions
Massachusetts
– -$1.33M -13,366 Closed
MHS
1004
M Holdings Securities
Oregon
– -$1.32M -13,320 Closed
HCM
1005
Hamlin Capital Management
New York
– -$1.27M -12,830 Closed
LAM
1006
Lyrical Asset Management
New York
– -$1.2M -12,068 Closed
SCP
1007
Seizert Capital Partners
Michigan
– -$1.05M -10,582 Closed
Lord, Abbett & Co
1008
Lord, Abbett & Co
New Jersey
– -$1.03M -10,396 Closed
CWM
1009
Connecticut Wealth Management
Connecticut
– -$1.03M -10,362 Closed
DWA
1010
Dougherty Wealth Advisers
Minnesota
– -$884K -8,915 Closed
SF
1011
Symphony Financial
Texas
– -$837K -8,286 Closed
ClearBridge Investments
1012
ClearBridge Investments
New York
– -$793K -7,992 Closed
PP
1013
PagnatoKarp Partners
Virginia
– -$534K -5,379 Closed
HC
1014
HNP Capital
New York
– -$548K -5,271 Closed
CIM
1015
Confluence Investment Management
Missouri
– -$522K -5,259 Closed
CW
1016
CreativeOne Wealth
Kansas
– -$505K -5,096 Closed
ZIC
1017
ZWJ Investment Counsel
Georgia
– -$425K -4,281 Closed
Two Sigma Advisers
1018
Two Sigma Advisers
New York
– -$407K -4,100 Closed
FCFC
1019
First Commonwealth Financial Corp
Pennsylvania
– -$389K -3,920 Closed
BAC
1020
Boys Arnold & Co
North Carolina
– -$378K -3,816 Closed
Federated Hermes
1021
Federated Hermes
Pennsylvania
– -$349K -3,519 Closed
OR
1022
Olympiad Research
Connecticut
– -$344K -3,470 Closed
EFL
1023
ERn Financial LLC
Wisconsin
– -$327K -3,299 Closed
IWS
1024
Insight Wealth Strategies
California
– -$303K -3,052 Closed
LA
1025
LVW Advisors
New York
– -$287K -2,892 Closed
39 40
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