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 %
MFW
576
Meristem Family Wealth
Minnesota
$607K – – –
EWP
577
Engrave Wealth Partners
Texas
$601K -$266K -2,226 -31%
MWP
578
MYCIO Wealth Partners
Pennsylvania
$599K +$2.6K +22 +0.4%
CAAS
579
Capital Asset Advisory Services
Michigan
$598K -$7.2K -61 -1%
SCI
580
S&CO Inc
Massachusetts
$597K – – –
JWCA
581
J.W. Cole Advisors
Florida
$593K +$593K +5,024 New
FPTW
582
Franklin, Parlapiano, Turner & Welch
Texas
$592K – – –
FAIM
583
Financial Advocates Investment Management
Washington
$590K -$331K -2,796 -36%
MFG
584
Menard Financial Group
Texas
$587K -$41.5K -352 -7%
MGIA
585
Matthew Goff Investment Advisor
Texas
$586K -$10.7K -91 -2%
HF
586
Halpern Financial
Virginia
$583K – – –
LFAS
587
Level Four Advisory Services
Texas
$580K -$50.5K -428 -8%
VCP
588
Vista Capital Partners
Oregon
$577K – – –
FWM
589
Frontier Wealth Management
Missouri
$576K -$81.4K -690 -12%
FNT
590
First National Trust
Pennsylvania
$576K -$5.79K -49 -1%
RIM
591
Rockbridge Investment Management
New York
$575K +$148K +1,252 +35%
PMFA
592
Plante Moran Financial Advisors
Michigan
$574K -$35K -296 -6%
RWA
593
Ropes Wealth Advisors
Massachusetts
$573K – – –
BW
594
Bison Wealth
Georgia
$570K -$65.8K -557 -10%
WIA
595
World Investment Advisors
California
$565K +$118 +1 +0%
SYBT
596
Stock Yards Bank & Trust
Kentucky
$564K -$136K -1,147 -19%
KFI
597
Key Financial Inc
Pennsylvania
$563K +$10.9K +92 +2%
HFA
598
Hoover Financial Advisors
Pennsylvania
$560K -$45K -381 -7%
DAS
599
Dynamic Advisor Solutions
Arizona
$560K – – –
Verition Fund Management
600
Verition Fund Management
Connecticut
$560K +$560K +4,743 New
22 23
24
25 26