IWD icon

iShares Russell 1000 Value ETF

1,313 hedge funds and large institutions have $38.5B invested in iShares Russell 1000 Value ETF in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 437 increasing their positions, 446 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
-27
Holders Change %
-2.01%
% of All Funds
22.7%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
1.88%
New
80
Increased
437
Reduced
446
Closed
89
Calls
$24M
Puts
$10.2M
Net Calls
+$13.8M
Net Calls Change
-$67.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CHC
826
City Holding Co
West Virginia
$539K -$126K -925 -19%
LOPW
827
Live Oak Private Wealth
North Carolina
$539K -$2.31K -17 -0.4%
IBOK
828
Independence Bank of Kentucky
Kentucky
$532K
MHI
829
Miller Howard Investments
New York
$531K -$326K -2,402 -38%
PFT
830
Providence First Trust
Arizona
$530K
GGS
831
Galvin Gaustad & Stein
Arizona
$527K -$25.4K -187 -5%
BWA
832
Bordeaux Wealth Advisors
California
$526K -$817 -6 -0.2%
BCM
833
Buckhead Capital Management
Georgia
$524K
WIC
834
Woodmont Investment Counsel
Tennessee
$521K +$4.08K +30 +0.8%
LFS
835
Lutz Financial Services
Nebraska
$520K
CIAS
836
Capital Investment Advisory Services
North Carolina
$515K -$95.7K -704 -16%
AFC
837
AFT Forsyth & Company
Florida
$508K
BFWA
838
Benchmark Financial Wealth Advisors
Florida
$508K +$26.7K +196 +6%
AIM
839
Arcadia Investment Management
Michigan
$507K
SB
840
Sunflower Bank
Texas
$505K -$92.6K -681 -15%
Victory Capital Management
841
Victory Capital Management
Texas
$503K
TWM
842
TMD Wealth Management
Arizona
$503K +$503K +3,700 New
LTL
843
Lowery Thomas LLC
California
$501K
GWANC
844
Guardian Wealth Advisors (North Carolina)
North Carolina
$499K -$2.45K -18 -0.5%
CT
845
Cambridge Trust
Massachusetts
$498K +$13.9K +102 +3%
EIP
846
Ellis Investment Partners
Pennsylvania
$497K -$22K -162 -4%
Charles Schwab
847
Charles Schwab
California
$497K +$47.7K +350 +11%
WW
848
Waterfront Wealth
Kansas
$496K
COCM
849
Charter Oak Capital Management
New Hampshire
$496K +$282K +2,075 +132%
WIM
850
WealthPlan Investment Management
Nebraska
$495K +$495K +3,215 New