IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,372 hedge funds and large institutions have $46B invested in iShares Russell 1000 Value ETF in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 498 increasing their positions, 466 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,372
Holders Change
-7
Holders Change %
-0.51%
% of All Funds
21.71%
Holding in Top 10
111
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.72%
% of All Funds
1.76%
New
110
Increased
498
Reduced
466
Closed
94
Calls
$46.1M
Puts
$244M
Net Calls
-$198M
Net Calls Change
-$208M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$318M
2
American Century Companies
American Century Companies
Missouri
+$212M
3
UMC
UNC Management Company
North Carolina
+$198M
4
FM
Forward Management
California
+$118M
5
Goldman Sachs
Goldman Sachs
New York
+$86.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$498M
2
Bank of America
Bank of America
North Carolina
-$488M
3
BlackRock
BlackRock
New York
-$459M
4
MB
Mizuho Bank
Japan
-$252M
5
Wells Fargo
Wells Fargo
California
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
326
Prospera Financial Services
Texas
$4.97M +$1.86M +11,227 +60%
RDIA
327
RE Dickinson Investment Advisors
Iowa
$4.95M +$1.64M +9,873 +50%
HR
328
Hardy Reed
Mississippi
$4.93M – – –
FA
329
FC Advisory
Pennsylvania
$4.91M -$89.3K -538 -2%
AWM
330
AE Wealth Management
Kansas
$4.9M +$144K +867 +3%
IWM
331
IHT Wealth Management
Illinois
$4.88M -$135K -812 -3%
Wellington Management Group
332
Wellington Management Group
Massachusetts
$4.85M +$3.08M +18,527 +173%
FWTB
333
First Western Trust Bank
Colorado
$4.85M +$4.85M +28,781 New
EIG
334
Ellenbecker Investment Group
Wisconsin
$4.83M +$46.6K +281 +1%
DAS
335
Dynamic Advisor Solutions
Arizona
$4.78M +$3.47M +20,885 +263%
RTL
336
Red Tortoise LLC
Georgia
$4.76M +$3.82K +23 +0.1%
HW
337
Hancock Whitney
Mississippi
$4.74M +$1.39M +8,395 +42%
Bessemer Group
338
Bessemer Group
New Jersey
$4.74M -$473K -2,848 -9%
AF
339
Allworth Financial
California
$4.73M +$1.03M +6,229 +28%
BJL
340
Brighton Jones LLC
Washington
$4.7M +$49.1K +296 +1%
PWM
341
PRW Wealth Management
Massachusetts
$4.64M +$1.35M +8,159 +41%
WAM
342
Wakefield Asset Management
Colorado
$4.63M +$206K +1,244 +5%
BP
343
Ballentine Partners
Massachusetts
$4.61M – – –
BFM
344
Broadview Financial Management
Wisconsin
$4.56M +$10.8K +65 +0.2%
HDIM
345
Hanson & Doremus Investment Management
Vermont
$4.56M +$59.7K +360 +1%
CA
346
Cornerstone Advisory
Maryland
$4.55M -$78.2K -471 -2%
LOAMU
347
Lombard Odier Asset Management (USA)
New York
$4.55M +$4.55M +27,400 New
Nuveen Asset Management
348
Nuveen Asset Management
Illinois
$4.54M -$48.2M -291,087 -91%
SC
349
Sepio Capital
Utah
$4.52M – – –
AAS
350
Ameritas Advisory Services
Nebraska
$4.49M -$26.7K -161 -0.6%
12 13
14
15 16