IWD icon

iShares Russell 1000 Value ETF
IWD

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 %
UWPG
226
Ullmann Wealth Partners Group
Florida
$4.62M -$1.39M -12,362 -23%
Millennium Management
227
Millennium Management
New York
$4.62M +$4.62M +40,998 New
PFO
228
Pathstone Family Office
New Jersey
$4.55M -$883K -7,840 -16%
ZB
229
Zions Bancorporation
Utah
$4.53M -$628K -5,579 -12%
S
230
SignatureFD
Georgia
$4.42M +$3.42M +30,327 +339%
DMC
231
Drexel Morgan & Co
Pennsylvania
$4.39M +$31.9K +283 +0.7%
IAA
232
Ironsides Asset Advisors
North Carolina
$4.39M +$4.39M +39,000 New
CG
233
Colony Group
Massachusetts
$4.35M -$2.39M -21,190 -35%
SWRP
234
Summit Wealth & Retirement Planning
California
$4.34M +$515K +4,577 +13%
SFG
235
Sunburst Financial Group
Alabama
$4.33M – – –
CDIA
236
Capital Directions Investment Advisors
Georgia
$4.31M -$570K -5,061 -12%
WAM
237
Wealthspire Advisors (Maryland)
Maryland
$4.25M -$3.58M -31,809 -46%
SCM
238
SOL Capital Management
Maryland
$4.25M +$50.1K +445 +1%
NP
239
NorthRock Partners
Minnesota
$4.25M -$18M -159,450 -81%
CWM
240
Cahaba Wealth Management
Georgia
$4.18M -$409K -3,445 -9%
WT
241
Whittier Trust
California
$4.16M -$646K -5,736 -13%
LFG
242
LifePlan Financial Group
Ohio
$4.13M +$2.25K +20 +0.1%
BG
243
Berry Group
Massachusetts
$4.12M +$272K +2,413 +7%
MA
244
MUFG Americas
New York
$4.11M -$409K -3,632 -9%
TSS
245
Two Sigma Securities
New York
$4.1M +$1.45M +12,906 +55%
AIA
246
Arbor Investment Advisors
North Carolina
$4.04M +$220K +1,950 +6%
IWA
247
Independence Wealth Advisors
Virginia
$4.03M -$238K -2,117 -6%
CCWA
248
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.01M +$4.01M +35,646 New
PRWA
249
Platte River Wealth Advisors
Colorado
$3.99M +$3.99M +34,939 New
BFM
250
Broadview Financial Management
Wisconsin
$3.99M +$209K +1,853 +6%
8 9
10
11 12