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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 %
IAG
826
Investment Advisory Group
Massachusetts
$710K – – –
CC
827
Courier Capital
New York
$707K +$4.55K +30 +0.6%
CAG
828
Crestwood Advisors Group
Massachusetts
$704K +$2.43K +16 +0.3%
IAN
829
Integrated Advisors Network
Texas
$701K +$42.9K +283 +7%
CWM
830
Calamos Wealth Management
Illinois
$697K +$12.9K +85 +2%
WI
831
WrapManager Inc
California
$694K -$49K -323 -7%
PCA
832
Personal Capital Advisors
California
$691K +$31.5K +208 +5%
SHGA
833
Sand Hill Global Advisors
California
$689K +$248K +1,633 +56%
BWL
834
Bogart Wealth LLC
Virginia
$681K +$19.1K +126 +3%
BFEC
835
Benjamin F. Edwards & Company
Missouri
$680K +$49.1K +324 +8%
KFI
836
Key Financial Inc
Pennsylvania
$680K – – –
AT
837
American Trust
Kentucky
$678K +$49.6K +327 +8%
AWS
838
AJ Wealth Strategies
New York
$677K +$455 +3 +0.1%
PAM
839
Palisade Asset Management
Minnesota
$675K – – –
HI
840
Harbour Investments
Wisconsin
$673K -$50K -330 -7%
CSPAM
841
Cary Street Partners Asset Management
Virginia
$672K -$121K -799 -15%
AIP
842
Ameritas Investment Partners
Nebraska
$671K -$170K -1,121 -20%
AWM
843
Accurate Wealth Management
Florida
$663K -$9.67K -62 -1%
EWA
844
Encompass Wealth Advisors
Oregon
$656K +$152 +1 +0%
GPA
845
Guidance Point Advisors
Massachusetts
$653K +$3.49K +23 +0.5%
FRA
846
Front Row Advisors
California
$652K +$12.1K +80 +2%
CA
847
CGN Advisors
Kansas
$652K +$304K +2,002 +87%
NAS
848
Nicolet Advisory Services
Wisconsin
$651K +$286K +1,816 +78%
CAN
849
Claraphi Advisory Network
United States
$651K +$351K +2,312 +117%
EWM
850
Echo Wealth Management
Minnesota
$651K -$330K -2,084 -34%
32 33
34
35 36