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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 %
KWMG
801
King Wealth Management Group
Florida
$238K – – –
SW
802
SteelPeak Wealth
California
$238K +$22.4K +189 +10%
EPM
803
Elm Partners Management
Pennsylvania
$236K -$63.6K -538 -21%
ME
804
McIlrath & Eck
Washington
$236K – – –
SEEDPG
805
S.E.E.D. Planning Group
New York
$234K -$41.5K -351 -15%
OWM
806
Orgel Wealth Management
Wisconsin
$234K – – –
IAN
807
Integrated Advisors Network
Texas
$233K -$1.25M -10,570 -84%
CCM
808
Covington Capital Management
California
$233K -$22.9K -194 -9%
PWW
809
Pettyjohn Wood & White
Virginia
$233K – – –
AIM
810
Anchor Investment Management
South Carolina
$232K +$61.5K +521 +36%
BS
811
Boenning & Scattergood
Pennsylvania
$232K +$118 +1 +0.1%
FMT
812
First Mercantile Trust
Tennessee
$231K -$588K -4,580 -72%
MC
813
Moors & Cabot
Massachusetts
$231K -$118 -1 -0.1%
First Manhattan
814
First Manhattan
New York
$230K -$21.5K -182 -9%
LC
815
Lindbrook Capital
California
$229K – – –
TC
816
TownSquare Capital
Utah
$228K +$228K +1,910 New
PFM
817
Parsec Financial Management
North Carolina
$227K -$8.74K -74 -4%
WCFA
818
Walkner Condon Financial Advisors
Wisconsin
$226K +$226K +1,912 New
WTFG
819
Wells Trecaso Financial Group
Ohio
$225K -$8.04K -68 -3%
AMC
820
Asset Management Corp
Illinois
$225K – – –
FAT
821
First American Trust
California
$225K +$1.77K +15 +0.8%
WCM
822
WealthBridge Capital Management
Ohio
$224K +$10.1K +86 +5%
SG
823
StoneX Group
New York
$224K +$224K +1,893 New
LA
824
LVW Advisors
New York
$224K +$224K +1,900 New
SIC
825
Salem Investment Counselors
North Carolina
$223K -$61.3K -518 -22%
31 32
33
34 35