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 %
CWA
401
Cornerstone Wealth Advisors
Minnesota
$3.52M -$1.68K -10 -0%
OCM
402
One Capital Management
California
$3.52M +$32.7K +195 +0.9%
OIA
403
OneDigital Investment Advisors
Kansas
$3.51M +$122K +725 +4%
SMC
404
Smith, Moore & Co
Missouri
$3.51M +$74.4K +443 +2%
RM
405
Resource Management
Louisiana
$3.47M +$672 +4 +0%
AWP
406
Ascent Wealth Partners
New York
$3.47M -$34.3K -204 -1%
AGA
407
Accuvest Global Advisors
Utah
$3.39M -$1.25M -7,450 -27%
RIA
408
Realta Investment Advisors
Delaware
$3.39M +$97.4K +580 +3%
HW
409
Hancock Whitney
Mississippi
$3.39M +$1.44M +8,573 +74%
SFA
410
Sequoia Financial Advisors
Ohio
$3.38M +$2.43M +14,465 +254%
FSA
411
Financial Sense Advisors
California
$3.38M +$1.24M +7,376 +58%
EWM
412
EPG Wealth Management
Georgia
$3.38M +$2.02K +12 +0.1%
BWM
413
BigSur Wealth Management
Florida
$3.38M +$1.02M +6,100 +44%
SWM
414
Southern Wealth Management
Texas
$3.37M +$116K +688 +4%
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$3.37M +$3.37M +20,043 New
RDIA
416
RE Dickinson Investment Advisors
Iowa
$3.35M +$3.35M +19,935 New
PWM
417
PRW Wealth Management
Massachusetts
$3.33M +$655K +3,900 +25%
JWCA
418
J.W. Cole Advisors
Florida
$3.32M +$3.32M +19,794 New
BFG
419
Beacon Financial Group
Texas
$3.31M -$24.6K -146 -0.7%
CIBC World Market
420
CIBC World Market
Ontario, Canada
$3.27M -$131K -779 -4%
PGFC
421
Peapack-Gladstone Financial Corp
New Jersey
$3.25M -$80.6K -480 -2%
WSFS
422
Wilmington Savings Fund Society
Delaware
$3.24M +$35.8K +213 +1%
SWA
423
SOA Wealth Advisors
New York
$3.2M -$57.9K -345 -2%
SLT
424
St Louis Trust
Missouri
$3.19M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
425
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.19M – – –
15 16
17
18 19