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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 %
SWA
1051
Stratos Wealth Advisors
Ohio
– -$92K -924 Closed
VCS
1052
Vaughan & Co Securities
New Jersey
– -$88.8K -895 Closed
FCB
1053
First Command Bank
Texas
– -$71K -711 Closed
FCFS
1054
First Command Financial Services
Texas
– -$71K -711 Closed
JSC
1055
Jackson Square Capital
California
– -$70K -707 Closed
HFS
1056
Hantz Financial Services
Michigan
– -$64K -649 Closed
CCM
1057
Cribstone Capital Management
Maine
– -$54K -540 Closed
RFM
1058
Royal Fund Management
Florida
– -$49K -496 Closed
WQ
1059
Wealth Quarterback
New Jersey
– -$47.2K -476 Closed
SL
1060
Salomon & Ludwin
Virginia
– -$47K -474 Closed
CFN
1061
Cordasco Financial Network
Florida
– -$44K -446 Closed
SMFS
1062
Squar Milner Financial Services
California
– -$43K -441 Closed
HR
1063
Howe & Rusling
New York
– -$42K -426 Closed
BFO
1064
Biltmore Family Office
North Carolina
– -$19K -189 Closed
Toronto Dominion Bank
1065
Toronto Dominion Bank
Ontario, Canada
– -$12K -117 Closed
FA
1066
Forefront Analytics
Pennsylvania
– -$11.6K -117 Closed
MWM
1067
MBE Wealth Management
Wisconsin
– -$4K -44 Closed
EW
1068
Element Wealth
Mississippi
– -$2K -19 Closed
FWM
1069
Focused Wealth Management
New York
– -$1K -10 Closed
GFPC
1070
Global Financial Private Capital
Florida
– -$1K -8 Closed
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