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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

998 hedge funds and large institutions have $28.5B invested in iShares Russell 1000 Value ETF in 2020 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 323 increasing their positions, 391 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+13
Holders Change %
+1.32%
% of All Funds
20.19%
Holding in Top 10
71
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.9%
% of All Funds
1.44%
New
83
Increased
323
Reduced
391
Closed
60
Calls
$91M
Puts
$439M
Net Calls
-$348M
Net Calls Change
-$311M

Top Buyers

1
AC
Allstate Corporation
Illinois
+$137M
2
Bank of America
Bank of America
North Carolina
+$110M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$82.1M
4
Goldman Sachs
Goldman Sachs
New York
+$65.7M
5
UBS Group
UBS Group
Switzerland
+$61.1M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$135M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$81.5M
3
JRP
Jasper Ridge Partners
California
-$73.9M
4
Stifel Financial
Stifel Financial
Missouri
-$67.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASW
251
Astoria Strategic Wealth
Texas
$4.26M -$14.5K -118 -0.3%
AL
252
Aspiriant LLC
California
$4.26M -$1.5M -12,663 -26%
TW
253
Towerpoint Wealth
California
$4.24M -$710K -6,013 -14%
AIA
254
Arbor Investment Advisors
North Carolina
$4.24M +$5.2K +44 +0.1%
LFG
255
LifePlan Financial Group
Ohio
$4.18M -$151K -1,279 -3%
CCWA
256
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.15M -$57.1K -483 -1%
BAMG
257
Brand Asset Management Group
Missouri
$4.12M -$49.5K -419 -1%
TWM
258
Tolleson Wealth Management
Texas
$4.07M +$236K +1,996 +6%
KWM
259
Kingsview Wealth Management
Oregon
$4.06M +$3.01M +25,477 +285%
Kayne Anderson Rudnick Investment Management
260
Kayne Anderson Rudnick Investment Management
California
$4.06M +$795K +6,727 +24%
BPCE
261
Bank Pictet & Cie (Europe)
Germany
$4M – – –
CWM
262
Cahaba Wealth Management
Georgia
$4M -$162K -1,368 -4%
HWA
263
Hillcrest Wealth Advisors
New Jersey
$3.98M +$189K +1,600 +5%
GLA
264
Great Lakes Advisors
Illinois
$3.95M -$2.78M -23,531 -41%
NNP
265
Nachman Norwood & Parrott
South Carolina
$3.95M -$38.9K -329 -1%
HCA
266
Harbour Capital Advisors
Virginia
$3.95M -$85.6K -725 -2%
PWPS
267
Pinnacle Wealth Planning Services
Ohio
$3.89M -$149K -1,262 -4%
RIL
268
Rothschild Investment LLC
Illinois
$3.82M +$48.3K +409 +1%
RCAG
269
Rehmann Capital Advisory Group
Michigan
$3.8M -$244K -2,062 -6%
MPM
270
Meritage Portfolio Management
Kansas
$3.79M -$1.72M -14,536 -31%
WCAMG
271
Woodard & Company Asset Management Group
North Carolina
$3.75M -$122K -1,032 -3%
IWM
272
IHT Wealth Management
Illinois
$3.71M +$70.8K +599 +2%
CB
273
Community Bank
New York
$3.7M -$471K -3,983 -11%
A
274
AdvicePeriod
California
$3.63M +$27.1K +229 +0.8%
N
275
Natixis
France
$3.57M +$10K +85 +0.3%
9 10
11
12 13