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 %
BB
426
Busey Bank
Illinois
$3.19M -$504 -3 -0%
PO
427
Private Ocean
California
$3.16M -$208K -1,240 -6%
PFS
428
Prospera Financial Services
Texas
$3.15M -$654K -3,889 -17%
HIA
429
Harbor Investment Advisory
Maryland
$3.14M -$21.8K -130 -0.7%
BMCM
430
Bryn Mawr Capital Management
Pennsylvania
$3.08M +$677K +4,032 +28%
SF
431
Summit Financial
New Jersey
$3.07M +$1.57M +9,347 +104%
CP
432
Coho Partners
Pennsylvania
$3.05M +$3.05M +18,159 New
IWC
433
Integrated Wealth Concepts
Massachusetts
$3.05M -$183K -1,092 -6%
WAP
434
Wealthcare Advisory Partners
Pennsylvania
$2.99M -$419K -2,498 -12%
BFG
435
Baron Financial Group
New Jersey
$2.99M -$36.1K -215 -1%
SG Americas Securities
436
SG Americas Securities
New York
$2.98M -$38.2M -227,542 -93%
SYBT
437
Stock Yards Bank & Trust
Kentucky
$2.96M +$1.8M +10,742 +156%
BFA
438
Benedict Financial Advisors
Georgia
$2.95M +$83.5K +497 +3%
MWM
439
Mission Wealth Management
California
$2.93M +$199K +1,185 +7%
AWM
440
Aprio Wealth Management
Georgia
$2.92M -$32.4K -193 -1%
FMC
441
First Merchants Corp
Indiana
$2.91M +$39.3K +234 +1%
ACA
442
Affinity Capital Advisors
California
$2.88M -$37.1K -221 -1%
WP
443
WealthShield Partners
North Carolina
$2.88M +$2.88M +17,141 New
GT
444
Glenview Trust
Kentucky
$2.87M -$143K -851 -5%
RZH
445
Relyea Zuckerberg Hanson
Connecticut
$2.87M +$26.7K +165 +0.9%
MFW
446
Mosaic Family Wealth
Missouri
$2.86M -$195K -1,164 -6%
RI
447
Rinkey Investments
California
$2.81M +$2.81M +16,461 New
Two Sigma Investments
448
Two Sigma Investments
New York
$2.79M +$2.79M +16,600 New
MFC
449
Morris Financial Concepts
South Carolina
$2.76M +$2.76M +16,449 New
GA
450
GFS Advisors
Texas
$2.76M +$42.5K +253 +2%
16 17
18
19 20