IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,456 hedge funds and large institutions have $46.7B invested in iShares Russell 1000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 536 increasing their positions, 409 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,456
Holders Change
+143
Holders Change %
+10.89%
% of All Funds
23.49%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
1.87%
New
219
Increased
536
Reduced
409
Closed
48
Calls
$17.3M
Puts
$13.9M
Net Calls
+$3.37M
Net Calls Change
-$10.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$7.92B
2
BlackRock
BlackRock
New York
$792M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.15B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$463M
5
Wells Fargo
Wells Fargo
California
$857M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.29B
2
JHU
Johns Hopkins University
Maryland
$231M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.76B
4
BWCS
Beirne Wealth Consulting Services
Connecticut
$14.7M
5
UBS Group
UBS Group
Switzerland
$1.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
301
Ashton Thomas Private Wealth
Arizona
$6.44M +$120K +791 +2%
CS
302
Credit Suisse
Switzerland
$6.27M +$2.58M +17,019 +70%
ABC
303
Associated Banc-Corp
Wisconsin
$6.26M +$59.1K +390 +1%
OIA
304
OneDigital Investment Advisors
Kansas
$6.25M +$3.02M +19,886 +93%
KFP
305
KMG Fiduciary Partners
Ohio
$6.2M -$3.15M -20,793 -34%
OFS
306
Oldfather Financial Services
Nebraska
$6.2M +$1.16M +7,642 +23%
Lido Advisors
307
Lido Advisors
California
$6.11M +$143K +942 +2%
WT
308
Whittier Trust
California
$6.05M -$605K -3,991 -9%
DFG
309
Demars Financial Group
Washington
$6.04M +$91K +600 +2%
LL
310
LWMG LLC
Minnesota
$6.03M +$6.03M +39,773 New
SWP
311
Stratos Wealth Partners
Ohio
$6M -$907K -5,982 -13%
SHWM
312
Smith & Howard Wealth Management
Georgia
$5.91M +$41.1K +271 +0.7%
PI
313
PineBridge Investments
New York
$5.89M -$773K -5,094 -12%
BAAM
314
Baker Avenue Asset Management
California
$5.87M +$59.3K +391 +1%
OC
315
Oppenheimer & Co
New York
$5.85M +$785K +5,177 +15%
SFG
316
Sunburst Financial Group
Alabama
$5.83M – – –
Loomis, Sayles & Company
317
Loomis, Sayles & Company
Massachusetts
$5.81M -$447K -2,946 -7%
RW
318
Reframe Wealth
Virginia
$5.78M +$5.78M +38,130 New
CDIA
319
Capital Directions Investment Advisors
Georgia
$5.78M +$5.78M +38,130 New
ASW
320
Astoria Strategic Wealth
Texas
$5.76M -$5.46K -36 -0.1%
RCAG
321
Rehmann Capital Advisory Group
Michigan
$5.75M +$2.16M +14,240 +60%
TCPWM
322
Traverso Chambers Private Wealth Management
California
$5.72M +$106K +699 +2%
HH
323
Hilltop Holdings
Texas
$5.66M +$3.46M +22,810 +157%
AL
324
Aspiriant LLC
California
$5.56M +$84.3K +556 +2%
AIA
325
Arbor Investment Advisors
North Carolina
$5.48M +$608K +4,010 +12%
11 12
13
14 15