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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 %
CCFCSB
1026
Cape Cod Five Cents Savings Bank
Massachusetts
– -$285K -2,877 Closed
APG
1027
Abacus Planning Group
South Carolina
– -$272K -2,744 Closed
B
1028
Bridgeworth
Alabama
– -$269K -2,716 Closed
JPG
1029
Jordan Park Group
California
– -$263K -2,656 Closed
TH
1030
Timber Hill
Connecticut
– -$355K -2,600 Closed
DWM
1031
Darwin Wealth Management
Florida
– -$251K -2,542 Closed
MPW
1032
MA Private Wealth
California
– -$248K -2,498 Closed
VLC
1033
Van Leeuwen & Company
New Jersey
– -$235K -2,370 Closed
VCM
1034
Vigilant Capital Management
Maine
– -$224K -2,260 Closed
FLPIM
1035
F.L. Putnam Investment Management
Massachusetts
– -$224K -2,255 Closed
VWM
1036
Venturi Wealth Management
Texas
– -$218K -2,199 Closed
BCA
1037
Bay Colony Advisors
Massachusetts
– -$215K -2,170 Closed
NC
1038
NovaPoint Capital
Georgia
– -$215K -2,164 Closed
CWA
1039
Clarity Wealth Advisors
California
– -$211K -2,135 Closed
VWM
1040
Vigilare Wealth Management
Arizona
– -$205K -2,062 Closed
BHB
1041
Bank Hapoalim BM
Israel
– -$201K -2,023 Closed
MYIA
1042
Mount Yale Investment Advisors
Colorado
– -$201K -2,023 Closed
KWA
1043
KCS Wealth Advisory
California
– -$200K -2,013 Closed
TC
1044
TownSquare Capital
Utah
– -$204K -1,904 Closed
CG
1045
Cutler Group
California
– -$164K -1,663 Closed
GSWM
1046
Golden State Wealth Management
California
– -$150K -1,516 Closed
AIM
1047
Arcadia Investment Management
Michigan
– -$119K -1,200 Closed
WCM
1048
Wealthcare Capital Management
Virginia
– -$107K -1,076 Closed
BMM
1049
Berkshire Money Management
Massachusetts
– -$100K -1,010 Closed
AA
1050
Advisory Alpha
Michigan
– -$99.3K -940 Closed
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