IWD icon

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 %
JC
751
Jentner Corp
Ohio
$300K – – –
AIS
752
American Investment Services
Massachusetts
$299K – – –
SC
753
Schoolcraft Capital
Colorado
$298K – – –
KWM
754
Keebeck Wealth Management
Illinois
$297K – – –
Kovitz Investment Group Partners
755
Kovitz Investment Group Partners
Illinois
$296K -$66.6K -563 -18%
IUHSA
756
Itau Unibanco Holding S.A.
Brazil
$296K +$296K +2,505 New
3AM
757
3D Asset Management
Connecticut
$295K -$236 -2 -0.1%
FTC
758
Farmers Trust Company
Ohio
$294K – – –
TSWM
759
Triangle Securities Wealth Management
North Carolina
$294K +$8.86K +75 +3%
ONB
760
Old National Bancorp
Indiana
$290K – – –
PCIA
761
Prime Capital Investment Advisors
Kansas
$289K +$8.62K +73 +3%
VCA
762
Verdence Capital Advisors
Maryland
$286K +$41K +347 +17%
IAIM
763
International Assets Investment Management
Florida
$283K -$7.44K -63 -3%
HH
764
Hilltop Holdings
Texas
$283K +$24.7K +209 +10%
QC
765
QCM Cayman
Texas
$283K +$283K +2,395 New
RWA
766
RGT Wealth Advisors
Texas
$282K +$282K +2,385 New
LIM
767
Leavell Investment Management
Alabama
$280K – – –
LA
768
Legacy Advisors
Pennsylvania
$278K – – –
SBL
769
Sargent Bickham Lagudis
Colorado
$278K +$1.18K +10 +0.4%
CHC
770
City Holding Co
West Virginia
$275K -$8.52K -72 -3%
ST
771
Spinnaker Trust
Maine
$275K – – –
NPF
772
Norris Perne & French
Michigan
$275K +$1.06K +9 +0.4%
EIA
773
Eldridge Investment Advisors
New Hampshire
$275K +$23.9K +202 +10%
GLA
774
Good Life Advisors
Pennsylvania
$274K -$2.61K -22 -0.9%
RMDI
775
R.M. Davis Inc
Maine
$271K -$160K -1,353 -37%
29 30
31
32 33