IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,313 hedge funds and large institutions have $38.5B invested in iShares Russell 1000 Value ETF in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 437 increasing their positions, 446 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
-27
Holders Change %
-2.01%
% of All Funds
22.7%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
1.88%
New
80
Increased
437
Reduced
446
Closed
89
Calls
$24M
Puts
$10.2M
Net Calls
+$13.8M
Net Calls Change
-$67.3M

Top Buyers

1
JHU
Johns Hopkins University
Maryland
+$171M
2
American Century Companies
American Century Companies
Missouri
+$136M
3
JRP
Jasper Ridge Partners
California
+$75.6M
4
BWCS
Beirne Wealth Consulting Services
Connecticut
+$54.2M
5
PFO
Pathstone Family Office
New Jersey
+$50.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
2
APF
Alaska Permanent Fund
Alaska
-$143M
3
Morgan Stanley
Morgan Stanley
New York
-$70.6M
4
Bank of America
Bank of America
North Carolina
-$62.9M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCG
626
Opus Capital Group
Ohio
$1.11M – – –
DFA
627
DHK Financial Advisors
New Hampshire
$1.11M – – –
MCM
628
Mitchell Capital Management
Kansas
$1.1M +$53.6K +394 +5%
RSWM
629
Robertson Stephens Wealth Management
California
$1.1M +$617K +4,535 +128%
CAMG
630
CWA Asset Management Group
Florida
$1.1M – – –
LFAS
631
Level Four Advisory Services
Texas
$1.09M -$12.4K -91 -1%
MWM
632
Meridian Wealth Management
Kentucky
$1.09M +$17K +125 +2%
CWA
633
CJM Wealth Advisers
Virginia
$1.08M – – –
PFP
634
Paragon Financial Partners
California
$1.08M – – –
DWMG
635
DB Wealth Management Group
California
$1.07M -$52.3K -385 -5%
ACM
636
Alamar Capital Management
California
$1.05M – – –
BTW
637
Boston Trust Walden
Massachusetts
$1.05M – – –
SIA
638
Schechter Investment Advisors
Michigan
$1.05M +$594K +4,363 +130%
NFG
639
Nations Financial Group
Iowa
$1.03M +$2.31K +17 +0.2%
DWM
640
Doyle Wealth Management
Florida
$1.02M -$33.7K -248 -3%
SVWAG
641
Sound View Wealth Advisors Group
Georgia
$1.02M +$13.6K +100 +1%
AAS
642
Annex Advisory Services
Wisconsin
$1.02M -$649K -4,774 -39%
ML
643
Mayport LLC
Massachusetts
$1.02M – – –
BIA
644
BHK Investment Advisors
Alabama
$1.02M -$54K -397 -5%
HCM
645
Hamlin Capital Management
New York
$1.02M +$49.2K +362 +5%
GC
646
Garde Capital
Washington
$1.02M +$113K +828 +12%
WMA
647
West Michigan Advisors
Michigan
$1.01M +$6.8K +50 +0.7%
TWP
648
TFO Wealth Partners
Ohio
$1.01M – – –
B
649
Bensler
Washington
$1,000K – – –
TFO
650
Tarbox Family Office
California
$995K – – –
24 25
26
27 28