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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,340 hedge funds and large institutions have $40.4B invested in iShares Russell 1000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 493 increasing their positions, 450 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-32
Holders Change %
-2.33%
% of All Funds
22.66%
Holding in Top 10
114
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.7%
% of All Funds
1.93%
New
91
Increased
493
Reduced
450
Closed
105
Calls
$96M
Puts
$14.9M
Net Calls
+$81.1M
Net Calls Change
+$279M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.35B
2
M&T Bank
2
M&T Bank
New York
$423M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$111M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$339M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.05B

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$16M
2
APF
2
Alaska Permanent Fund
Alaska
$415M
3
FM
3
Forward Management
California
$0
4
Wells Fargo
4
Wells Fargo
California
$741M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
WFS
376
Widmann Financial Services
Maryland
$3.55M -$12.5K -86 -0.4%
AWP
377
Ascent Wealth Partners
New York
$3.47M -$41.2K -284 -1%
HS
378
HighVista Strategies
Massachusetts
$3.45M +$3.45M +23,825 New
WA
379
Wealth Alliance
New York
$3.45M +$3.45M +23,806 New
WFA
380
Wellspring Financial Advisors
Ohio
$3.45M -$4.06K -28 -0.1%
CSPIA
381
Cary Street Partners Investment Advisory
Virginia
$3.44M +$284K +1,958 +9%
KAH
382
Kathryn A. Hall
$3.42M – – –
CA
383
Cornerstone Advisory
Maryland
$3.41M -$562K -3,878 -14%
MMG
384
Monetary Management Group
Missouri
$3.41M -$36.2K -250 -1%
TA
385
Tiedemann Advisors
New York
$3.39M +$24.1K +166 +0.7%
SSA
386
Schonfeld Strategic Advisors
New York
$3.35M +$1.07M +7,390 +47%
HFP
387
Holistic Financial Partners
Indiana
$3.34M -$24.4K -168 -0.7%
SIA
388
Stegner Investment Associates
Kentucky
$3.32M +$80.6K +556 +2%
PFS
389
Prospera Financial Services
Texas
$3.32M -$1.02M -7,045 -24%
SFA
390
Sequoia Financial Advisors
Ohio
$3.32M -$191K -1,319 -5%
SWM
391
Spire Wealth Management
Virginia
$3.32M -$110K -762 -3%
Nomura Asset Management
392
Nomura Asset Management
Japan
$3.32M -$995K -3,300 -23%
BFG
393
Beacon Financial Group
Texas
$3.31M – – –
MA
394
MUFG Americas
New York
$3.31M -$2.81M -19,379 -46%
IC
395
IEQ Capital
California
$3.3M +$275K +1,895 +9%
ASN
396
Advisory Services Network
Georgia
$3.29M -$1.28M -8,846 -28%
AIM
397
Acropolis Investment Management
Missouri
$3.28M -$145K -1,000 -4%
HF
398
Halpern Financial
Virginia
$3.25M -$29K -200 -0.9%
ARG
399
Advisory Resource Group
Oklahoma
$3.25M +$3.25M +22,390 New
Wellington Management Group
400
Wellington Management Group
Massachusetts
$3.22M -$1.01M -7,000 -24%
14 15
16
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