IWD icon

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 %
SYBT
426
Stock Yards Bank & Trust
Kentucky
$2.72M +$89K +614 +3%
IWC
427
Integrated Wealth Concepts
Massachusetts
$2.69M +$7.83K +54 +0.3%
AO
428
Advisor OS
Illinois
$2.69M +$2.69M +18,520 New
WTA
429
Washington Trust Advisors
Massachusetts
$2.64M -$68.3K -471 -3%
AIP
430
Almanack Investment Partners
Pennsylvania
$2.62M +$410K +2,831 +19%
JWCA
431
J.W. Cole Advisors
Florida
$2.61M -$264K -1,822 -9%
WAP
432
Wealthcare Advisory Partners
Pennsylvania
$2.61M +$125K +863 +5%
BMCM
433
Bryn Mawr Capital Management
Pennsylvania
$2.6M -$175K -1,209 -6%
GT
434
Glenview Trust
Kentucky
$2.59M +$144K +991 +6%
ZB
435
Zions Bancorporation
Utah
$2.55M -$155K -1,066 -6%
SSB
436
Sandy Spring Bank
Maryland
$2.55M -$29.6K -204 -1%
CWM
437
Castle Wealth Management
Florida
$2.54M +$2.54M +17,505 New
FMC
438
First Merchants Corp
Indiana
$2.53M – – –
AWM
439
Aprio Wealth Management
Georgia
$2.52M -$2.46K -17 -0.1%
BFG
440
Baron Financial Group
New Jersey
$2.52M -$21.7K -150 -0.9%
MIAS
441
Mason Investment Advisory Services
Virginia
$2.52M +$1.61M +11,134 +179%
CIC
442
Carnegie Investment Counsel
Ohio
$2.52M +$629K +4,335 +33%
ACA
443
Affinity Capital Advisors
California
$2.51M -$23.3K -161 -0.9%
TCBWMS
444
Texas Capital Bank Wealth Management Services
Texas
$2.49M +$351K +2,420 +16%
PA
445
Procyon Advisors
Connecticut
$2.48M -$931K -6,425 -27%
PO
446
Private Ocean
California
$2.47M -$74.7K -515 -3%
CA
447
Clearstead Advisors
Ohio
$2.46M +$363K +2,506 +17%
WSFS
448
Wilmington Savings Fund Society
Delaware
$2.45M -$305K -2,108 -11%
PAMS
449
Pictet Asset Management (Switzerland)
Switzerland
$2.43M -$719K -4,960 -23%
SI
450
Saxon Interests
Texas
$2.42M -$432K -2,977 -15%
16 17
18
19 20