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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 %
PI
176
PineBridge Investments
New York
$6.48M -$605K -5,371 -9%
ABC
177
Associated Banc-Corp
Wisconsin
$6.42M -$57.7K -512 -0.9%
GLA
178
Great Lakes Advisors
Illinois
$6.42M -$1.04M -9,255 -14%
HB
179
Homrich & Berg
Georgia
$6.32M +$3.41M +30,303 +117%
SBH
180
Segall Bryant & Hamill
Illinois
$6.28M -$591K -5,250 -9%
Barclays
181
Barclays
United Kingdom
$6.22M +$5.57M +49,440 +853%
OMC
182
Old Mission Capital
Illinois
$6.2M +$6.2M +55,078 New
EDRH
183
Edmond de Rothschild Holding
Switzerland
$6.2M +$6.2M +55,082 New
SW
184
SVB Wealth
Massachusetts
$6.18M -$213M -1,891,530 -97%
ECG
185
Edge Capital Group
Georgia
$6.18M -$5.57M -49,443 -47%
PP
186
Paloma Partners
Connecticut
$6.13M +$6.13M +54,455 New
RTS
187
Round Table Services
New Jersey
$6.1M -$2.61M -23,202 -30%
WB
188
West Bancorporation
Iowa
$6.05M +$6.76K +60 +0.1%
OFG
189
Oxford Financial Group
Indiana
$5.94M +$282K +2,500 +5%
UB
190
UMB Bank
Missouri
$5.94M +$159K +1,416 +3%
SCG
191
Sonata Capital Group
Washington
$5.92M +$794K +7,050 +15%
CPIG
192
Chicago Partners Investment Group
Illinois
$5.9M +$130K +1,104 +2%
BPA
193
Beacon Pointe Advisors
California
$5.87M -$1.12M -9,919 -16%
PA
194
Parallel Advisors
California
$5.85M -$131K -1,165 -2%
Natixis Advisors
195
Natixis Advisors
Massachusetts
$5.85M -$2.89M -25,638 -33%
MIAN
196
Mariner Independent Advisor Network
Kansas
$5.81M -$6.09M -54,084 -51%
I2I
197
Insight 2811 Inc
Illinois
$5.72M +$151K +1,313 +3%
VFA
198
Valeo Financial Advisors
Indiana
$5.67M -$56.8K -504 -1%
AWM
199
Argent Wealth Management
Massachusetts
$5.61M -$295K -2,433 -5%
TL
200
TrueWealth LLC
Georgia
$5.5M -$91.1K -809 -2%
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