IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,372 hedge funds and large institutions have $46B invested in iShares Russell 1000 Value ETF in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 498 increasing their positions, 466 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,372
Holders Change
-7
Holders Change %
-0.51%
% of All Funds
21.71%
Holding in Top 10
111
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.72%
% of All Funds
1.76%
New
110
Increased
498
Reduced
466
Closed
94
Calls
$46.1M
Puts
$244M
Net Calls
-$198M
Net Calls Change
-$208M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$318M
2
American Century Companies
American Century Companies
Missouri
+$212M
3
UMC
UNC Management Company
North Carolina
+$198M
4
FM
Forward Management
California
+$118M
5
Goldman Sachs
Goldman Sachs
New York
+$86.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$498M
2
Bank of America
Bank of America
North Carolina
-$488M
3
BlackRock
BlackRock
New York
-$459M
4
MB
Mizuho Bank
Japan
-$252M
5
Wells Fargo
Wells Fargo
California
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
451
First Hawaiian Bank
Hawaii
$2.7M – – –
MFC
452
Morris Financial Concepts
South Carolina
$2.67M -$63.1K -380 -2%
EWM
453
Evermay Wealth Management
Virginia
$2.65M +$2.14M +12,889 +419%
GPFA
454
Game Plan Financial Advisors
Ohio
$2.64M – – –
NAG
455
Northstar Advisory Group
New Jersey
$2.64M +$297K +1,787 +13%
NB
456
Nicolet Bankshares
Wisconsin
$2.62M +$85.8K +517 +3%
SSA
457
Schonfeld Strategic Advisors
New York
$2.61M +$2.61M +15,716 New
WAG
458
Winthrop Advisory Group
Massachusetts
$2.59M +$169K +1,021 +7%
PA
459
Parkside Advisors
California
$2.59M -$72.9K -439 -3%
CCM
460
Colorado Capital Management
Colorado
$2.59M -$74.7K -450 -3%
PWM
461
Perigon Wealth Management
California
$2.56M +$253K +1,527 +11%
CL
462
CPWM LLC
Washington
$2.54M +$857K +5,165 +51%
AIM
463
Allen Investment Management
New York
$2.54M – – –
First Manhattan
464
First Manhattan
New York
$2.54M +$73.5K +443 +3%
First Trust Advisors
465
First Trust Advisors
Illinois
$2.53M +$2.53M +15,238 New
AIP
466
Almanack Investment Partners
Pennsylvania
$2.53M +$522K +3,146 +26%
CT
467
Coastline Trust
Rhode Island
$2.51M +$119K +715 +5%
TCBWMS
468
Texas Capital Bank Wealth Management Services
Texas
$2.45M +$503K +3,031 +26%
AGP
469
Autumn Glory Partners
Texas
$2.43M – – –
SCA
470
Snowden Capital Advisors
New York
$2.43M +$1.27M +7,681 +110%
AA
471
Ancora Advisors
Ohio
$2.42M -$18.8K -113 -0.8%
PFA
472
Pathway Financial Advisors
Vermont
$2.41M – – –
FFA
473
Founders Financial Alliance
North Carolina
$2.41M -$3.15K -19 -0.1%
SC
474
Savant Capital
Illinois
$2.41M -$2.99K -18 -0.1%
CA
475
Clearstead Advisors
Ohio
$2.4M +$305K +1,835 +15%
17 18
19
20 21