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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 %
CNC
651
Citizens & Northern Corp
Pennsylvania
$464K -$4.61M -39,007 -91%
Two Sigma Advisers
652
Two Sigma Advisers
New York
$461K +$461K +3,900 New
PGWM
653
Parisi Gray Wealth Management
New Jersey
$460K +$118 +1 +0%
WF
654
WoodTrust Financial
Wisconsin
$458K -$2.25K -19 -0.5%
WC
655
Whitney & Co
New York
$458K +$458K +3,873 New
QT
656
Quantbot Technologies
New York
$458K +$458K +3,882 New
LBC
657
Lowe Brockenbrough & Co
Virginia
$453K +$142K +1,200 +45%
CWM
658
Cornerstone Wealth Management
Missouri
$452K -$45.5K -385 -9%
BZWA
659
Blue Zone Wealth Advisors
California
$452K -$5.67K -48 -1%
TFS
660
TrustCore Financial Services
Tennessee
$447K -$65K -550 -13%
WAM
661
Weatherly Asset Management
California
$446K -$3.54K -30 -0.8%
AFC
662
AFT Forsyth & Company
Florida
$443K – – –
GC
663
Gratus Capital
Georgia
$443K +$21.8K +185 +5%
LSAG
664
Lake Street Advisors Group
New Hampshire
$439K -$6.26K -53 -1%
GWM
665
Geneos Wealth Management
Colorado
$439K – – –
FFC
666
First Financial Corp
Indiana
$437K – – –
PCM
667
Pointe Capital Management
Michigan
$435K -$4.13K -35 -0.9%
PB
668
Pinnacle Bancorp
Nebraska
$434K – – –
DDPIC
669
Deroy & Devereaux Private Investment Counsel
Michigan
$430K -$5.91K -50 -1%
GWS
670
Glassman Wealth Services
Virginia
$430K +$17.1K +145 +4%
RBC
671
Roble Belko & Company
Pennsylvania
$425K – – –
PA
672
Procyon Advisors
Connecticut
$425K +$5.78K +49 +1%
BCWM
673
Blue Chip Wealth Management
Florida
$424K -$61.6K -521 -13%
RI
674
Ridgewood Investments
New Jersey
$423K -$15.6K -132 -4%
YWP
675
YorkBridge Wealth Partners
New York
$422K -$29.5K -250 -7%
25 26
27
28 29