IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,313 hedge funds and large institutions have $38.5B invested in iShares Russell 1000 Value ETF in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 437 increasing their positions, 446 reducing their positions, and 89 closing their positions.

Holders
1,313
Holders Change
-27
Holders Change %
-2.01%
% of All Funds
22.71%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
1.89%
New
80
Increased
437
Reduced
446
Closed
89
Calls
$24M
Puts
$10.2M
Net Calls
+$13.8M
Net Calls Change
-$67.3M

Top Buyers

1
JHU
1
Johns Hopkins University
Maryland
$293M
2
American Century Companies
2
American Century Companies
Missouri
$537M
3
JRP
3
Jasper Ridge Partners
California
$224M
4
BWCS
4
Beirne Wealth Consulting Services
Connecticut
$68.1M
5
PFO
5
Pathstone Family Office
New Jersey
$93.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.82B
2
APF
2
Alaska Permanent Fund
Alaska
$246M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.14B
4
Bank of America
4
Bank of America
North Carolina
$6.83B
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$269M 1,979,348 -361,788 -15%
Stifel Financial
27
Stifel Financial
Missouri
$266M 1,953,702 -42,314 -2%
APF
28
Alaska Permanent Fund
Alaska
$246M 1,806,009 -1,053,776 -37%
Citigroup
29
Citigroup
New York
$239M 1,755,402 -217,384 -11%
JRP
30
Jasper Ridge Partners
California
$224M 1,646,166 +555,559 +51%
TF
31
TIAA FSB
Florida
$195M 1,433,794 -35,706 -2%
UMC
32
UNC Management Company
North Carolina
$177M 1,303,114 – –
OC
33
Oakworth Capital
Alabama
$148M 1,091,685 +9,408 +0.9%
Ameriprise
34
Ameriprise
Minnesota
$143M 1,051,325 -17,001 -2%
US Bancorp
35
US Bancorp
Minnesota
$137M 1,009,073 +29,610 +3%
Prudential Financial
36
Prudential Financial
New Jersey
$133M 970,199 -20,255 -2%
CAM
37
Cresset Asset Management
Illinois
$130M 953,220 -2,971 -0.3%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$129M 950,575 +1,297 +0.1%
WPW
39
Waldron Private Wealth
Pennsylvania
$127M 932,839 -46,371 -5%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$122M 899,229 +2,264 +0.3%
Osaic Holdings
41
Osaic Holdings
Arizona
$122M 897,600 +26,606 +3%
CB
42
Commerce Bank
Missouri
$120M 879,400 -11,769 -1%
SP
43
Stairway Partners
Illinois
$114M 838,854 +13,655 +2%
SI
44
Stephens Inc
Arkansas
$113M 831,820 +4,759 +0.6%
HighTower Advisors
45
HighTower Advisors
Illinois
$107M 785,656 -22,409 -3%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$104M 761,363 -18,045 -2%
PFO
47
Pathstone Family Office
New Jersey
$93.4M 686,552 +369,669 +117%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$92.8M 682,524 +1,304 +0.2%
CI Investments Inc
49
CI Investments Inc
Ontario, Canada
$88.7M 652,089 -116,108 -15%
Comerica Bank
50
Comerica Bank
Texas
$80M 552,758 +68,821 +14%
1
2
3 4 5