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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 %
WCWM
601
Willow Creek Wealth Management
California
$556K – – –
California State Teachers Retirement System (CalSTRS)
602
California State Teachers Retirement System (CalSTRS)
California
$555K -$1.69M -14,330 -75%
TWM
603
Titus Wealth Management
California
$554K +$73.9K +626 +15%
PFGIA
604
Patriot Financial Group Insurance Agency
Massachusetts
$553K +$2.96K +25 +0.5%
CFO
605
CVA Family Office
Colorado
$549K – – –
WB
606
WesBanco Bank
West Virginia
$542K – – –
SFP
607
Strategic Financial Partners
Oregon
$541K +$44.8K +379 +9%
AW
608
ACG Wealth
Georgia
$540K -$270K -2,286 -33%
EVM
609
Eaton Vance Management
Massachusetts
$539K +$86K +728 +19%
IA
610
IFP Advisors
Florida
$539K +$90.2K +765 +20%
RWP
611
RWA Wealth Partners
Massachusetts
$537K -$40.1K -340 -7%
PCA
612
Personal Capital Advisors
California
$536K +$15.4K +130 +3%
CFGS
613
Concourse Financial Group Securities
Alabama
$533K -$108K -910 -17%
HCIA
614
Hochman Cole Investment Advisors
Illinois
$533K -$20.2K -171 -4%
FRA
615
Front Row Advisors
California
$532K -$10K -75 -2%
DBRC
616
D.B. Root & Company
Pennsylvania
$532K +$157K +1,335 +42%
MC
617
Middleton & Co
Massachusetts
$530K – – –
JIC
618
Joel Isaacson & Co
New York
$527K +$208K +1,761 +65%
TNB
619
TCF National Bank
South Dakota
$524K +$152K +1,283 +41%
WIC
620
Woodmont Investment Counsel
Tennessee
$523K -$9.57K -81 -2%
PFS
621
Prospera Financial Services
Texas
$522K -$455K -3,851 -47%
PFT
622
Providence First Trust
Arizona
$520K -$355K -3,000 -41%
PAM
623
Palisade Asset Management
Minnesota
$519K – – –
PFA
624
Pure Financial Advisors
California
$511K +$13.5K +114 +3%
UR
625
USCA RIA
Texas
$510K -$42.4K -359 -8%
23 24
25
26 27