IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,147 hedge funds and large institutions have $34.4B invested in iShares Russell 1000 Value ETF in 2020 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 398 increasing their positions, 310 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+149
Holders Change %
+14.93%
% of All Funds
20.35%
Holding in Top 10
79
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.27%
% of All Funds
1.4%
New
217
Increased
398
Reduced
310
Closed
47
Calls
$214M
Puts
$149M
Net Calls
+$64.2M
Net Calls Change
+$412M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$468M
2
BlackRock
BlackRock
New York
+$340M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$140M
4
Northern Trust
Northern Trust
Illinois
+$140M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$106M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$421M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$193M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$139M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
-$38.5M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
751
Ferris Capital
Massachusetts
$458K – – –
WW
752
Waterfront Wealth
Kansas
$456K +$456K +3,334 New
BFWA
753
Benchmark Financial Wealth Advisors
Florida
$454K +$454K +3,318 New
EI
754
Ellevest Inc
New York
$452K +$158K +1,154 +54%
BCM
755
Brookstone Capital Management
Illinois
$446K -$26.5K -194 -6%
RCA
756
Resonant Capital Advisors
Wisconsin
$444K -$27.4K -200 -6%
LIM
757
Leavell Investment Management
Alabama
$444K +$120K +880 +37%
AIP
758
Ameritas Investment Partners
Nebraska
$442K +$336K +2,463 +319%
IA
759
IFG Advisory
Georgia
$441K +$137 +1 +0%
BCM
760
Bayesian Capital Management
New York
$438K +$137K +1,000 +45%
OWA
761
One Wealth Advisors
California
$437K +$88.7K +649 +25%
CCT
762
Capital City Trust
Florida
$431K – – –
WLPWM
763
Walled Lake Planning & Wealth Management
Illinois
$429K -$14K -102 -3%
BI
764
Berkeley Inc
Idaho
$427K +$427K +3,126 New
HWA
765
HCR Wealth Advisors
California
$427K – – –
MSA
766
Marino Stram & Associates
Massachusetts
$425K +$137 +1 +0%
RI
767
Ridgewood Investments
New Jersey
$423K – – –
KF
768
Krilogy Financial
Missouri
$422K – – –
SAG
769
Spotlight Asset Group
Illinois
$422K +$33.1K +242 +9%
IA
770
Insight Advisors
Pennsylvania
$422K +$422K +3,087 New
SHGA
771
Sand Hill Global Advisors
California
$418K +$16.6K +121 +4%
IB
772
Intrust Bank
Kansas
$415K – – –
OFA
773
Oak Family Advisors
Illinois
$414K +$414K +3,025 New
NAM
774
NTV Asset Management
West Virginia
$413K +$137 +1 +0%
RWP
775
RWA Wealth Partners
Massachusetts
$412K -$210K -1,535 -34%
29 30
31
32 33