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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,379 hedge funds and large institutions have $47.8B invested in iShares Russell 1000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 521 increasing their positions, 336 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+157
Holders Change %
+12.85%
% of All Funds
21.3%
Holding in Top 10
106
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+16.48%
% of All Funds
1.64%
New
241
Increased
521
Reduced
336
Closed
57
Calls
$96M
Puts
$85.9M
Net Calls
+$10.1M
Net Calls Change
+$84.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$750M
2
Morgan Stanley
Morgan Stanley
New York
+$467M
3
MB
Mizuho Bank
Japan
+$252M
4
BlackRock
BlackRock
New York
+$212M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$197M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$218M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$194M
3
JHU
Johns Hopkins University
Maryland
-$80.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$63.5M
5
CA
CastleArk Alternatives
Illinois
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
326
Goodman Advisory Group
Massachusetts
$5.27M +$5.27M +31,374 New
MCWS
327
McKinley Carter Wealth Services
West Virginia
$5.25M -$233K -1,388 -4%
TWM
328
Tolleson Wealth Management
Texas
$5.22M -$488K -2,906 -9%
GIA
329
Gladstone Institutional Advisory
Florida
$5.1M +$89.2K +531 +2%
ATPW
330
Ashton Thomas Private Wealth
Arizona
$5.09M +$1.88M +11,198 +59%
IWM
331
IHT Wealth Management
Illinois
$5.07M -$28.5K -170 -0.6%
FA
332
FC Advisory
Pennsylvania
$5.06M -$287K -1,707 -5%
OFS
333
Oldfather Financial Services
Nebraska
$5.04M +$402K +2,438 +9%
HR
334
Hardy Reed
Mississippi
$4.98M – – –
EIG
335
Ellenbecker Investment Group
Wisconsin
$4.84M +$49.7K +296 +1%
HWA
336
Hillcrest Wealth Advisors
New Jersey
$4.82M -$54.6K -325 -1%
EC
337
Estate Counselors
Wisconsin
$4.82M -$243K -1,450 -5%
AWM
338
AE Wealth Management
Kansas
$4.81M +$473K +2,819 +11%
RTL
339
Red Tortoise LLC
Georgia
$4.81M -$8.23K -49 -0.2%
BJL
340
Brighton Jones LLC
Washington
$4.71M +$20.8K +124 +0.4%
CA
341
Cornerstone Advisory
Maryland
$4.68M +$73.4K +437 +2%
BP
342
Ballentine Partners
Massachusetts
$4.66M +$44.8K +267 +1%
ZB
343
Zions Bancorporation
Utah
$4.66M – – –
BFM
344
Broadview Financial Management
Wisconsin
$4.61M +$5.04K +30 +0.1%
SC
345
Sepio Capital
Utah
$4.57M – – –
AAS
346
Ameritas Advisory Services
Nebraska
$4.57M +$4.57M +27,221 New
HDIM
347
Hanson & Doremus Investment Management
Vermont
$4.55M -$60.5K -360 -1%
AWA
348
Alta Wealth Advisors
Massachusetts
$4.53M -$42K -250 -0.9%
STA
349
Summit Trail Advisors
New York
$4.53M +$3.29M +19,618 +267%
GLA
350
Great Lakes Advisors
Illinois
$4.5M -$1.1M -6,560 -20%
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