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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,456 hedge funds and large institutions have $46.7B invested in iShares Russell 1000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 536 increasing their positions, 409 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,456
Holders Change
+143
Holders Change %
+10.89%
% of All Funds
23.49%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
1.87%
New
219
Increased
536
Reduced
409
Closed
48
Calls
$17.3M
Puts
$13.9M
Net Calls
+$3.37M
Net Calls Change
-$10.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$300M
2
BlackRock
BlackRock
New York
+$174M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$122M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$85.7M
5
Wells Fargo
Wells Fargo
California
+$79.3M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$353M
2
JHU
Johns Hopkins University
Maryland
-$96.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$78M
4
BWCS
Beirne Wealth Consulting Services
Connecticut
-$61.2M
5
UBS Group
UBS Group
Switzerland
-$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
726
Paragon Capital Management (Colorado)
Colorado
$998K +$4.55K +30 +0.5%
FANJ
727
Financial Architects (New Jersey)
New Jersey
$994K – – –
CFO
728
CVA Family Office
Colorado
$994K +$47.6K +314 +5%
AWM
729
Apollon Wealth Management
South Carolina
$992K -$716K -4,724 -42%
JWM
730
JFG Wealth Management
Colorado
$986K +$10.8K +71 +1%
TNB
731
Thomasville National Bank
Georgia
$979K +$7.13K +47 +0.7%
WIM
732
Warwick Investment Management
Texas
$979K +$979K +6,455 New
NG
733
Northstar Group
New York
$978K +$11.8K +78 +1%
RLWM
734
RF&L Wealth Management
Massachusetts
$975K +$975K +6,427 New
CM
735
Castleark Management
Illinois
$971K – – –
BFA
736
Brown Financial Advisory
Alabama
$959K – – –
PFGIA
737
Patriot Financial Group Insurance Agency
Massachusetts
$954K +$5.46K +36 +0.6%
HPA
738
High Probability Advisors
New York
$954K +$12.3K +81 +1%
PMFA
739
Plante Moran Financial Advisors
Michigan
$950K – – –
AUB
740
Atlantic Union Bankshares
Virginia
$948K +$668K +4,404 +238%
AF
741
Apexium Financial
Texas
$947K – – –
FWM
742
Fairhaven Wealth Management
Illinois
$945K – – –
MWM
743
Mascoma Wealth Management
New Hampshire
$943K – – –
DWMG
744
DB Wealth Management Group
California
$943K -$246K -1,623 -21%
PFG
745
Pacific Financial Group
Washington
$942K -$15K -99 -2%
AIS
746
American Investment Services
Massachusetts
$942K – – –
BFS
747
Bradley Foster & Sargent
Connecticut
$934K +$34.9K +230 +4%
PCIA
748
Prime Capital Investment Advisors
Kansas
$932K +$217K +1,431 +30%
E
749
ETFidea
New York
$930K -$51.3K -338 -5%
RPWA
750
Regent Peak Wealth Advisors
Georgia
$927K +$45.5K +300 +5%
28 29
30
31 32