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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 %
CCT
701
Capital City Trust
Florida
$373K – – –
GTAM
702
Global Trust Asset Management
Florida
$371K +$81K +684 +28%
APSP
703
Asset Planning Services (Pennsylvania)
Pennsylvania
$370K +$2.24K +19 +0.6%
HWA
704
HCR Wealth Advisors
California
$369K +$1.77K +15 +0.5%
MSA
705
Marino Stram & Associates
Massachusetts
$367K +$118 +1 +0%
KF
706
Krilogy Financial
Missouri
$365K +$60.4K +511 +20%
MA
707
MONECO Advisors
Connecticut
$364K +$7.43K +63 +2%
IB
708
Intrust Bank
Kansas
$359K -$55.6K -470 -13%
NAM
709
NTV Asset Management
West Virginia
$357K +$8.63K +73 +2%
FNBT
710
FineMark National Bank & Trust
Florida
$357K +$13.5K +114 +4%
LWA
711
LWS Wealth Advisors
New Jersey
$356K -$709 -6 -0.2%
MAM
712
Madison Asset Management
Wisconsin
$354K +$4.61K +39 +1%
TCM
713
Towercrest Capital Management
Pennsylvania
$353K -$14.8K -125 -4%
MSAM
714
Moloney Securities Asset Management
Missouri
$353K -$11K -93 -3%
DJSG
715
D.J. St. Germain
Massachusetts
$353K – – –
UIA
716
UBP Investment Advisors
Switzerland
$348K – – –
SHGA
717
Sand Hill Global Advisors
California
$347K – – –
FFN
718
Focus Financial Network
Minnesota
$344K +$36.4K +308 +12%
WA
719
Wealth Architects
California
$343K -$118 -1 -0%
Chevy Chase Trust
720
Chevy Chase Trust
Maryland
$342K -$12.6K -107 -4%
CWM
721
Calamos Wealth Management
Illinois
$341K -$7.79K -66 -2%
KFP
722
KMG Fiduciary Partners
Ohio
$340K -$65.4K -554 -16%
TAM
723
Townsend Asset Management
North Carolina
$340K -$4.73K -40 -1%
CAM
724
Columbia Asset Management
Michigan
$338K +$338K +2,862 New
SAG
725
Spotlight Asset Group
Illinois
$336K -$709 -6 -0.2%
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