IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

998 hedge funds and large institutions have $28.5B invested in iShares Russell 1000 Value ETF in 2020 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 323 increasing their positions, 391 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+13
Holders Change %
+1.32%
% of All Funds
20.19%
Holding in Top 10
71
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.9%
% of All Funds
1.44%
New
83
Increased
323
Reduced
391
Closed
60
Calls
$91M
Puts
$439M
Net Calls
-$348M
Net Calls Change
-$311M

Top Buyers

1
AC
Allstate Corporation
Illinois
+$137M
2
Bank of America
Bank of America
North Carolina
+$110M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$82.1M
4
Goldman Sachs
Goldman Sachs
New York
+$65.7M
5
UBS Group
UBS Group
Switzerland
+$61.1M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$135M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$81.5M
3
JRP
Jasper Ridge Partners
California
-$73.9M
4
Stifel Financial
Stifel Financial
Missouri
-$67.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
551
Connecticut Wealth Management
Connecticut
$715K +$715K +6,049 New
CWM
552
Chesapeake Wealth Management
Virginia
$712K – – –
RCAMU
553
Rothschild & Co Asset Management US
Connecticut
$710K -$1.09M -9,217 -61%
SIC
554
Sigma Investment Counselors
Michigan
$703K -$198K -1,679 -22%
IC
555
Intersect Capital
California
$698K +$2.84K +24 +0.4%
GG
556
Gofen & Glossberg
Illinois
$695K – – –
PFG
557
Pacific Financial Group
Washington
$688K -$293K -2,481 -30%
CRC
558
Curi RMB Capital
Illinois
$688K +$827 +7 +0.1%
CCM
559
Coldstream Capital Management
Washington
$685K -$1.89K -16 -0.3%
ST
560
Smithfield Trust
Pennsylvania
$685K – – –
CIA
561
Choate Investment Advisors
Massachusetts
$682K – – –
WPA
562
West Paces Advisors
Georgia
$667K – – –
B
563
Bailard
California
$667K +$667K +5,647 New
NG
564
Northstar Group
New York
$660K +$118 +1 +0%
ECM
565
Evergreen Capital Management
Washington
$660K +$325K +2,748 +97%
Capital International Investors
566
Capital International Investors
California
$658K +$658K +5,611 New
CAG
567
Crestwood Advisors Group
Massachusetts
$653K -$21.5K -182 -3%
BRWA
568
B. Riley Wealth Advisors
Florida
$646K +$40.5K +345 +7%
CC
569
Courier Capital
New York
$644K -$4.55K -37 -0.7%
WB
570
Webster Bank
Connecticut
$642K -$65.5K -554 -9%
SIAS
571
Shine Investment Advisory Services
Colorado
$640K -$1.06K -9 -0.2%
SIS
572
SVB Investment Services
Utah
$639K -$22K -186 -3%
FMTC
573
Farmers & Merchants Trust Company
California
$639K +$106K +900 +20%
HTC
574
Haverford Trust Company
Pennsylvania
$627K -$51.3K -434 -8%
GSIS
575
Global Strategic Investment Solutions
Arizona
$608K – – –
21 22
23
24 25