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 %
FLPIM
551
F.L. Putnam Investment Management
Massachusetts
$1.77M +$162K +977 +10%
5L
552
55I LLC
Massachusetts
$1.77M +$382K +2,298 +28%
NLG
553
New Legacy Group
New York
$1.77M – – –
CAM
554
Carret Asset Management
New York
$1.77M +$70.7K +426 +4%
MWA
555
Monograph Wealth Advisors
California
$1.76M – – –
GG
556
GenWealth Group
New Jersey
$1.75M – – –
LWCFA
557
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.74M -$332K -1,998 -16%
LFAS
558
Level Four Advisory Services
Texas
$1.74M -$915K -5,511 -34%
NLP
559
Next Level Private
New York
$1.73M -$802K -4,830 -32%
BP
560
BBR Partners
New York
$1.72M – – –
EAM
561
Evanson Asset Management
California
$1.7M +$166 +1 +0%
FWP
562
FAS Wealth Partners
Kansas
$1.7M +$18.4K +111 +1%
ES
563
Eagle Strategies
New York
$1.7M -$7.14K -43 -0.4%
DFS
564
Dixon Fnancial Services
California
$1.7M – – –
HWIS
565
Hancock Whitney Investment Services
Louisiana
$1.69M +$171K +1,032 +11%
NIG
566
NFJ Investment Group
Texas
$1.69M -$7.05M -42,503 -81%
DWMG
567
DB Wealth Management Group
California
$1.67M -$486K -2,927 -23%
MCA
568
Maryland Capital Advisors
Maryland
$1.66M – – –
NGA
569
Naples Global Advisors
Florida
$1.66M -$36.5K -220 -2%
WMA
570
West Michigan Advisors
Michigan
$1.64M +$89.2K +537 +6%
SFS
571
Summit Financial Strategies
Ohio
$1.63M -$39.5K -238 -2%
DWM
572
Dakota Wealth Management
Florida
$1.63M -$227K -1,370 -12%
GFP
573
Gryphon Financial Partners
Ohio
$1.6M -$775K -4,672 -33%
BDFN
574
Bond & Devick Financial Network
Minnesota
$1.6M +$152K +915 +10%
TWA
575
TCI Wealth Advisors
Arizona
$1.6M -$19.4K -117 -1%
21 22
23
24 25