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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 %
WP
401
Wealthspan Partners
Iowa
$3.22M -$3.77K -26 -0.1%
PGFC
402
Peapack-Gladstone Financial Corp
New Jersey
$3.2M +$152K +1,048 +5%
AF
403
Advisornet Financial
Minnesota
$3.18M -$3.52M -24,249 -53%
TDWM
404
Topel & Distasi Wealth Management
California
$3.14M +$52.2K +360 +2%
BAM
405
Berkshire Asset Management
Pennsylvania
$3.13M +$3.13M +21,554 New
CGA
406
Crescent Grove Advisors
Illinois
$3.12M +$1.34M +9,225 +75%
1IA
407
1834 Investment Advisors
Wisconsin
$3.09M +$61.5K +424 +2%
LAM
408
Lyrical Asset Management
New York
$3.07M +$2.71M +18,703 +752%
HCM
409
HM Capital Management
Missouri
$3.05M – – –
OCM
410
One Capital Management
California
$3.02M +$9.28K +64 +0.3%
OIA
411
OneDigital Investment Advisors
Kansas
$3.02M +$93.1K +642 +3%
CWA
412
Cornerstone Wealth Advisors
Minnesota
$3M +$1.16K +8 +0%
CWP
413
CFM Wealth Partners
Texas
$2.99M – – –
MAM
414
MMA Asset Management
Pennsylvania
$2.98M -$198K -1,368 -6%
SMC
415
Smith, Moore & Co
Missouri
$2.93M -$167K -1,150 -5%
EWM
416
EPG Wealth Management
Georgia
$2.92M -$7.83K -54 -0.3%
BWM
417
BigSur Wealth Management
Florida
$2.91M – – –
Eagle Capital Management (New York)
418
Eagle Capital Management (New York)
New York
$2.87M +$2.87M +19,816 New
BB
419
Busey Bank
Illinois
$2.81M +$95.8K +661 +4%
SWA
420
SOA Wealth Advisors
New York
$2.8M -$8.12K -56 -0.3%
SBL
421
Sargent Bickham Lagudis
Colorado
$2.79M +$1.02K +7 +0%
VCM
422
Vivaldi Capital Management
Illinois
$2.76M +$680K +4,693 +33%
SLT
423
St Louis Trust
Missouri
$2.76M – – –
OWM
424
Opes Wealth Management
California
$2.73M -$302K -2,086 -10%
HIA
425
Harbor Investment Advisory
Maryland
$2.73M +$7.54K +52 +0.3%
15 16
17
18 19