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 %
LWA
776
LWS Wealth Advisors
New Jersey
$412K +$410 +3 +0.1%
EA
777
Evergreen Advisors
Tennessee
$412K +$412K +3,012 New
MAM
778
Madison Asset Management
Wisconsin
$410K – – –
RC
779
RegentAtlantic Capital
New Jersey
$410K +$29.3K +214 +8%
DJSG
780
D.J. St. Germain
Massachusetts
$409K – – –
TCM
781
Towercrest Capital Management
Pennsylvania
$409K – – –
MSAM
782
Moloney Securities Asset Management
Missouri
$409K +$819 +6 +0.2%
AWM
783
AAF Wealth Management
Massachusetts
$406K +$406K +2,970 New
SG
784
StoneX Group
New York
$405K +$146K +1,071 +57%
UIA
785
UBP Investment Advisors
Switzerland
$403K – – –
WMP
786
Wealth Management Partners
Arizona
$402K +$402K +2,883 New
FC
787
Forte Capital
New York
$400K -$44.4K -325 -10%
HH
788
Hilltop Holdings
Texas
$396K +$68.2K +499 +21%
FNBT
789
FineMark National Bank & Trust
Florida
$393K -$20.5K -150 -5%
SS
790
Sunbelt Securities
Texas
$393K +$24.1K +176 +7%
Millennium Management
791
Millennium Management
New York
$390K +$390K +2,854 New
AWM
792
Apollon Wealth Management
South Carolina
$389K +$389K +2,848 New
OLA
793
Oliver Luxxe Assets
New Jersey
$388K +$388K +2,757 New
TAM
794
Townsend Asset Management
North Carolina
$385K -$8.35K -61 -2%
BFS
795
Bradley Foster & Sargent
Connecticut
$385K – – –
SCM
796
Schnieders Capital Management
California
$384K +$384K +2,811 New
AF
797
Allworth Financial
California
$382K +$1.51K +11 +0.4%
BBPWM
798
Blue Bell Private Wealth Management
Pennsylvania
$380K -$4.53K -33 -1%
QC
799
QCM Cayman
Texas
$380K +$52.3K +382 +16%
LSPW
800
Lake Street Private Wealth
Illinois
$378K +$378K +2,763 New
30 31
32
33 34