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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 %
GSIS
776
Global Strategic Investment Solutions
Arizona
$853K +$1.06K +7 +0.1%
SB
777
Strategic Blueprint
Georgia
$850K -$121K -801 -13%
PIA
778
Perennial Investment Advisors
California
$849K +$225K +1,484 +36%
TWM
779
Thrive Wealth Management
Pennsylvania
$840K +$53.4K +352 +7%
FA
780
Fiducient Advisors
Illinois
$838K -$165K -1,085 -16%
BC
781
Barnett & Company
Tennessee
$833K -$19.7K -130 -2%
GT
782
Greenleaf Trust
Michigan
$831K +$25.5K +168 +3%
FAIM
783
Financial Advocates Investment Management
Washington
$830K +$354K +3,093 +74%
SC
784
SouthState Corp
Florida
$820K +$33.1K +218 +4%
WIA
785
World Investment Advisors
California
$818K -$3.03K -20 -0.4%
MHI
786
Miller Howard Investments
New York
$817K +$225K +1,483 +38%
AWE
787
Avidian Wealth Enterprises
Texas
$814K +$1.67K +11 +0.2%
ONB
788
Old National Bancorp
Indiana
$812K – – –
SCA
789
STALEY CAPITAL ADVISERS
Pennsylvania
$812K – – –
OLA
790
Oliver Luxxe Assets
New Jersey
$810K +$49.3K +325 +6%
EWM
791
Empirical Wealth Management
Washington
$806K +$84.9K +560 +12%
CTC
792
Central Trust Company
Missouri
$802K -$51.1K -337 -6%
AC
793
Apella Capital
Connecticut
$802K +$566K +3,735 +241%
SWA
794
Sax Wealth Advisors
New Jersey
$800K – – –
MA
795
MONECO Advisors
Connecticut
$800K +$12.4K +82 +2%
CWM
796
Chicago Wealth Management
Illinois
$799K – – –
Invesco
797
Invesco
Georgia
$788K +$484K +3,190 +159%
IA
798
IFG Advisory
Georgia
$785K -$649K -4,284 -45%
FUBT
799
First United Bank & Trust
Maryland
$781K -$9.1K -60 -1%
CWM
800
Connecticut Wealth Management
Connecticut
$772K -$101K -667 -12%
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