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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 %
CPA
851
Capital Planning Advisors
California
$650K -$70.4K -464 -10%
MIAS
852
Mason Investment Advisory Services
Virginia
$646K +$32.5K +214 +5%
NL
853
NVWM LLC
Pennsylvania
$643K – – –
LWA
854
LWS Wealth Advisors
New Jersey
$643K -$32.3K -213 -5%
TCA
855
Transcend Capital Advisors
New Jersey
$641K +$217K +1,433 +51%
PWMAG
856
Pinnacle Wealth Management Advisory Group
New Jersey
$637K – – –
AFA
857
Alpha Financial Advisors
North Carolina
$637K +$637K +4,197 New
BOH
858
Bank of Hawaii
Hawaii
$635K -$424K -2,797 -40%
AFG
859
AFS Financial Group
Maryland
$633K +$633K +4,174 New
BA
860
Ballew Advisors
Mississippi
$629K -$15.6K -99 -2%
PIFP
861
Partners in Financial Planning
Virginia
$629K – – –
KF
862
Krilogy Financial
Missouri
$628K +$123K +814 +24%
AA
863
Aire Advisors
California
$628K -$46.7K -311 -7%
ACA
864
Aptus Capital Advisors
Alabama
$626K -$38.1K -251 -6%
FPTW
865
Franklin, Parlapiano, Turner & Welch
Texas
$624K – – –
HWM
866
Hemington Wealth Management
Virginia
$623K – – –
AT
867
Arden Trust
Delaware
$623K -$3.94K -26 -0.6%
TWA
868
Talisman Wealth Advisors
New Jersey
$622K +$622K +4,099 New
CIAS
869
Capital Investment Advisory Services
North Carolina
$621K +$46.9K +309 +8%
JF
870
JSF Financial
California
$620K +$910 +6 +0.1%
IFWM
871
Institute for Wealth Management
Colorado
$620K -$19.3K -127 -3%
NWM
872
NEIRG Wealth Management
Massachusetts
$619K +$2.12K +14 +0.3%
SIM
873
SSI Investment Management
California
$618K – – –
RBC
874
Roble Belko & Company
Pennsylvania
$614K – – –
OAM
875
Occidental Asset Management
California
$614K – – –
33 34
35
36 37