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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 %
MCM
126
MV Capital Management
Maryland
$11.8M -$417K -3,701 -3%
ANTB
127
AMG National Trust Bank
Colorado
$11.4M +$365K +3,243 +3%
SAM
128
Silvercrest Asset Management
New York
$11.3M -$82.8K -735 -0.7%
DW
129
Domani Wealth
Pennsylvania
$11.2M +$2.82M +25,052 +34%
GW
130
GW & Wade
Massachusetts
$10.9M -$658K -5,846 -6%
GIA
131
GHP Investment Advisors
Colorado
$10.6M +$32.8K +291 +0.3%
CP
132
Covenant Partners
Tennessee
$10.5M -$540K -4,795 -5%
WA
133
Waverly Advisors
Alabama
$10.5M +$2.82M +23,250 +37%
SQA
134
Simon Quick Advisors
New Jersey
$10.3M -$2.06M -18,291 -17%
EIG
135
Ellenbecker Investment Group
Wisconsin
$10.3M +$465K +4,133 +5%
CA
136
Cetera Advisors
Colorado
$10M -$2.24M -19,883 -18%
RJT
137
Raymond James Trust
Florida
$10M +$574K +5,099 +6%
CWC
138
Carolinas Wealth Consulting
North Carolina
$9.89M -$543K -4,819 -5%
NAM
139
North American Management
Massachusetts
$9.68M -$3.98M -35,349 -29%
ECM
140
ExodusPoint Capital Management
New York
$9.67M +$9.67M +85,900 New
FAAS
141
First Allied Advisory Services
California
$9.66M +$1.43M +12,675 +17%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$9.64M -$261K -2,318 -3%
JFGIW
143
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.5M -$49.5M -439,261 -84%
PA
144
Prism Advisors
California
$9.33M +$720K +6,390 +8%
FWIA
145
Fort Washington Investment Advisors
Ohio
$9.28M +$140K +1,247 +2%
WSFS
146
Wilmington Savings Fund Society
Delaware
$9.14M -$1.95M -17,296 -18%
MBT
147
Montecito Bank & Trust
California
$8.87M -$2.08M -18,505 -19%
EWA
148
EP Wealth Advisors
California
$8.67M -$3.46M -30,677 -29%
AF
149
Advisornet Financial
Minnesota
$8.49M -$1.22M -10,799 -13%
SWP
150
Stratos Wealth Partners
Ohio
$8.44M -$5.68M -50,449 -40%
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