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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,456 hedge funds and large institutions have $46.7B invested in iShares Russell 1000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 536 increasing their positions, 409 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,456
Holders Change
+143
Holders Change %
+10.89%
% of All Funds
23.49%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
1.87%
New
219
Increased
536
Reduced
409
Closed
48
Calls
$17.3M
Puts
$13.9M
Net Calls
+$3.37M
Net Calls Change
-$10.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$300M
2
BlackRock
BlackRock
New York
+$174M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$122M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$85.7M
5
Wells Fargo
Wells Fargo
California
+$79.3M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$353M
2
JHU
Johns Hopkins University
Maryland
-$96.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$78M
4
BWCS
Beirne Wealth Consulting Services
Connecticut
-$61.2M
5
UBS Group
UBS Group
Switzerland
-$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
526
Vivaldi Capital Management
Illinois
$2.16M -$942K -6,084 -30%
IAA
527
Ironsides Asset Advisors
North Carolina
$2.16M – – –
SBWIC
528
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.16M – – –
SI
529
Saxon Interests
Texas
$2.11M +$51.4K +332 +2%
NB
530
Nicolet Bankshares
Wisconsin
$2.11M -$1.82K -12 -0.1%
NAM
531
NTV Asset Management
West Virginia
$2.11M +$152 +1 +0%
MFC
532
Morris Financial Concepts
South Carolina
$2.11M -$79.8K -526 -4%
National Bank of Canada
533
National Bank of Canada
Quebec, Canada
$2.09M -$12M -79,164 -85%
MPPLM
534
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.09M +$24.1K +159 +1%
AIP
535
Almanack Investment Partners
Pennsylvania
$2.09M -$4.19M -27,615 -67%
IFPG
536
Intrepid Financial Planning Group
Indiana
$2.08M -$49K -323 -2%
WA
537
Wealth Alliance
New York
$2.07M -$130K -857 -6%
KCM
538
Kanawha Capital Management
Virginia
$2.07M -$13.7K -90 -0.7%
EWM
539
Evercore Wealth Management
New York
$2.05M +$25.9K +171 +1%
FDCC
540
Foster Dykema Cabot & Co
Massachusetts
$2.03M -$115K -760 -5%
ATC
541
Argent Trust Co
Tennessee
$2.02M +$550K +3,629 +38%
AB
542
Atlas Brown
Kentucky
$2.02M -$59.3K -391 -3%
TFA
543
Tobias Financial Advisors
Florida
$2.01M -$21.8K -144 -1%
GA
544
GFS Advisors
Texas
$2M -$3.34K -22 -0.2%
WS
545
Wedbush Securities
California
$1.97M +$18.5K +122 +0.9%
CT
546
Coastline Trust
Rhode Island
$1.95M +$100K +660 +5%
IIC
547
Ironwood Investment Counsel
Arizona
$1.95M +$12.3K +81 +0.6%
NFC
548
Northeast Financial Consultants
Connecticut
$1.92M +$169K +1,112 +10%
VWA
549
V Wealth Advisors
Kansas
$1.92M -$248K -1,637 -11%
AIMC
550
Alley Investment Management Company
Illinois
$1.91M +$1.91M +12,620 New
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