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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,405 hedge funds and large institutions have $39.1B invested in iShares Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 375 increasing their positions, 611 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
Holders Change
-51
Holders Change %
-3.5%
% of All Funds
22.49%
Holding in Top 10
99
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.66%
% of All Funds
1.58%
New
92
Increased
375
Reduced
611
Closed
113
Calls
$42.4M
Puts
$13M
Net Calls
+$29.5M
Net Calls Change
+$26.1M

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$65.2M
2
Morgan Stanley
Morgan Stanley
New York
+$53.6M
3
Goldman Sachs
Goldman Sachs
New York
+$24.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$21.5M
5
CA
Cetera Advisors
Colorado
+$20.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$779M
2
Bank of America
Bank of America
North Carolina
-$642M
3
JHU
Johns Hopkins University
Maryland
-$220M
4
American Century Companies
American Century Companies
Missouri
-$204M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
751
Gratus Capital
Georgia
$770K – – –
SCI
752
S&CO Inc
Massachusetts
$768K – – –
PG
753
Patten Group
Tennessee
$765K +$2.89K +19 +0.4%
IA
754
IFG Advisory
Georgia
$762K -$26.5K -174 -3%
Dodge & Cox
755
Dodge & Cox
California
$761K +$761K +5,000 New
CB
756
Cadence Bank
Mississippi
$757K – – –
QT
757
Quantbot Technologies
New York
$756K +$756K +4,968 New
AFG
758
ABLE Financial Group
Arizona
$748K +$748K +4,911 New
MCCA
759
Mill Creek Capital Advisors
Pennsylvania
$747K – – –
Empower Advisory Group
760
Empower Advisory Group
Colorado
$744K +$744K +4,861 New
FUBT
761
First United Bank & Trust
Maryland
$741K -$43.5K -286 -6%
AWM
762
Atticus Wealth Management
Florida
$740K -$387K -2,543 -34%
WCWM
763
Willow Creek Wealth Management
California
$738K – – –
IAG
764
Investmark Advisory Group
Connecticut
$737K -$828K -5,437 -53%
IA
765
IFP Advisors
Florida
$736K -$391K -3,202 -35%
CWM
766
Cornerstone Wealth Management
Missouri
$734K +$734K +4,819 New
WP
767
WMS Partners
Maryland
$728K -$2.59K -17 -0.4%
CAAS
768
Capital Asset Advisory Services
Michigan
$728K -$5.33K -35 -0.7%
BC
769
Barnett & Company
Tennessee
$725K -$111K -730 -13%
MGIA
770
Matthew Goff Investment Advisor
Texas
$725K +$152 +1 +0%
BFA
771
Beaumont Financial Advisors
Massachusetts
$722K +$1.22K +8 +0.2%
LT
772
Legacy Trust
Michigan
$718K -$4.26K -28 -0.6%
EA
773
Evergreen Advisors
Tennessee
$716K -$51.2K -336 -7%
IAG
774
Investment Advisory Group
Massachusetts
$713K +$152 +1 +0%
RB
775
Renasant Bank
Mississippi
$708K -$736K -4,834 -51%
29 30
31
32 33