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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 %
BFS
726
Bradley Foster & Sargent
Connecticut
$333K +$333K +2,816 New
BBPWM
727
Blue Bell Private Wealth Management
Pennsylvania
$331K – – –
RC
728
RegentAtlantic Capital
New Jersey
$329K -$65.8K -556 -17%
CM
729
Cornerstone Management
Georgia
$329K – – –
NAS
730
Nicolet Advisory Services
Wisconsin
$328K -$217K -1,840 -40%
ODIJL
731
One Day In July LLC
Vermont
$328K +$8.26K +70 +3%
AF
732
Allworth Financial
California
$328K +$130K +1,105 +66%
EWM
733
Empirical Wealth Management
Washington
$327K – – –
PP
734
Palladium Partners
Virginia
$321K -$1.42K -12 -0.4%
SS
735
Sunbelt Securities
Texas
$319K -$2.01K -17 -0.6%
CFS
736
CRA Financial Services
New Jersey
$316K +$591 +5 +0.2%
RCM
737
RNC Capital Management
California
$316K +$316K +2,675 New
MFS
738
McNamara Financial Services
Massachusetts
$315K +$14.3K +121 +5%
BBNA
739
Bremer Bank National Association
Minnesota
$312K – – –
EPA
740
Element Pointe Advisors
Florida
$311K +$311K +2,640 New
AWMG
741
Alliance Wealth Management Group
New Jersey
$310K -$14.8K -125 -5%
FMBTD
742
First Midwest Bank Trust Division
Illinois
$309K -$590 -5 -0.2%
QAM
743
QCI Asset Management
New York
$309K – – –
BWA
744
BDO Wealth Advisors
Florida
$309K +$224K +1,900 +264%
CCP
745
Corient Capital Partners
California
$308K – – –
SAM
746
Secure Asset Management
Michigan
$307K -$100K -850 -25%
FFA
747
First Foundation Advisors
California
$303K -$44.3K -375 -13%
MCP
748
Mirador Capital Partners
California
$302K -$52.8K -447 -15%
SWMG
749
Strategic Wealth Management Group
Maryland
$301K -$1.63M -13,799 -84%
OWA
750
One Wealth Advisors
California
$301K – – –
28 29
30
31 32