IWD icon

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 %
WAM
351
Wakefield Asset Management
Colorado
$4.48M +$190K +1,129 +4%
TA
352
Tiedemann Advisors
New York
$4.45M +$1.86M +11,096 +72%
Capital Fund Management (CFM)
353
Capital Fund Management (CFM)
France
$4.43M -$2.93M -17,430 -40%
IC
354
Innealta Capital
Texas
$4.43M – – –
ASN
355
Advisory Services Network
Georgia
$4.42M +$1.73M +10,276 +64%
DPI
356
Diversified Portfolios Inc
Michigan
$4.42M -$8.4K -50 -0.2%
AAS
357
Avantax Advisory Services
Texas
$4.4M +$305K +1,817 +7%
CG
358
Caprock Group
Idaho
$4.39M +$1.47M +8,744 +50%
WFA
359
Wellspring Financial Advisors
Ohio
$4.38M +$417K +2,484 +11%
AAM
360
Aureus Asset Management
Massachusetts
$4.34M – – –
QCM
361
Quest Capital Management
Texas
$4.26M +$19.6K +117 +0.5%
RIL
362
Rothschild Investment LLC
Illinois
$4.21M +$169K +1,004 +4%
WFS
363
Widmann Financial Services
Maryland
$4.21M +$4.21M +25,091 New
MA
364
Mutual Advisors
Nebraska
$4.19M +$208K +1,240 +5%
PAMS
365
Pictet Asset Management (Switzerland)
Switzerland
$4.17M +$1.59M +9,460 +62%
DADC
366
D.A. Davidson & Co
Montana
$4.16M +$292K +1,741 +8%
AMG
367
Asset Management Group
Connecticut
$4.12M -$22K -131 -0.5%
PA
368
Procyon Advisors
Connecticut
$4.1M -$9.57K -57 -0.2%
SWM
369
Spire Wealth Management
Virginia
$4.09M +$350K +2,084 +9%
GVAG
370
Great Valley Advisor Group
Delaware
$4.06M -$46.2K -280 -1%
SHWM
371
Smith & Howard Wealth Management
Georgia
$4.05M +$40.1K +239 +1%
DWT
372
Dorsey & Whitney Trust
South Dakota
$4.04M +$1.49M +8,852 +58%
AI
373
Atria Investments
North Carolina
$4.04M +$1.71M +10,171 +73%
MMG
374
Monetary Management Group
Missouri
$4M +$51.2K +305 +1%
FPS
375
Fieldpoint Private Securities
Connecticut
$3.99M +$57.4K +342 +1%
13 14
15
16 17