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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)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.71B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$90.1M
4
UBS Group
4
UBS Group
Switzerland
$606M
5
PL
5
Perpetual Ltd
Australia
$66.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.98B
2
SW
2
SVB Wealth
Massachusetts
$6.18M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.79B
4
Ameriprise
4
Ameriprise
Minnesota
$81.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
151
Investment Partners
Ohio
$8.42M +$297K +2,635 +4%
ICMP
152
Integrated Capital Management (Pennsylvania)
Pennsylvania
$8.4M +$119K +1,055 +1%
DT
153
Diversified Trust
Tennessee
$8.3M +$1.69M +15,002 +26%
MAM
154
Meeder Asset Management
Ohio
$8.19M +$2.95M +26,181 +56%
GMA
155
Goldstein Munger & Associates
California
$8.18M +$826K +7,338 +11%
MLICM
156
Metropolitan Life Insurance Company (MetLife)
New York
$8.13M +$2.03M +18,000 +33%
OAM
157
Oppenheimer Asset Management
New York
$8.13M -$1.11M -9,881 -12%
BC
158
Brinker Capital
Pennsylvania
$8.1M -$2.59M -22,999 -24%
IFO
159
Independent Family Office
New York
$7.93M +$527K +4,681 +7%
EC
160
Estate Counselors
Wisconsin
$7.89M -$1.79M -15,900 -18%
LW
161
Linscomb Wealth
Texas
$7.89M +$2.9M +25,757 +58%
BWCS
162
Beirne Wealth Consulting Services
Connecticut
$7.81M +$7.14M +63,367 +1,057%
DI
163
Disciplined Investments
Oklahoma
$7.8M +$360K +3,198 +5%
NL
164
NWAM LLC
Washington
$7.8M -$718K -6,376 -8%
TPWA
165
TRUE Private Wealth Advisors
Oregon
$7.8M -$32.9K -292 -0.4%
V
166
Veritable
Delaware
$7.71M -$1.87M -16,617 -20%
FHA
167
First Horizon Advisors
Tennessee
$7.58M +$455K +4,042 +6%
KP
168
Keel Point
Alabama
$7.56M +$578K +5,130 +8%
HSA
169
HBK Sorce Advisory
Pennsylvania
$7.43M -$86.1K -765 -1%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$7.27M -$3.26M -28,906 -31%
BF
171
BOK Financial
Oklahoma
$7.23M -$845K -7,506 -10%
TA
172
Tiedemann Advisors
New York
$7.19M -$314K -2,785 -4%
JIC
173
Johnson Investment Counsel
Ohio
$6.96M -$620K -5,505 -8%
SWM
174
Segment Wealth Management
Texas
$6.81M -$4.06M -36,081 -37%
EIC
175
Equity Investment Corp
Georgia
$6.53M -$10.1M -89,966 -61%
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