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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 %
ST
876
Sageworth Trust
Pennsylvania
$124K – – –
RFA
877
Reilly Financial Advisors
California
$123K +$2.37K +20 +2%
PG
878
Proffitt & Goodson
Tennessee
$122K – – –
MDCM
879
Morgan Dempsey Capital Management
Wisconsin
$119K +$114K +962 +2,237%
TFM
880
TFC Financial Management
Massachusetts
$116K +$116K +983 New
FCT
881
Family Capital Trust
Massachusetts
$112K -$2.42M -20,568 -96%
SWM
882
Sugarloaf Wealth Management
Georgia
$112K – – –
MFT
883
Moisand Fitzgerald Tamayo
Florida
$111K – – –
PCA
884
Providence Capital Advisors
North Carolina
$110K – – –
LGWM
885
Litman Gregory Wealth Management
California
$109K +$51.1K +434 +88%
EW
886
Evoke Wealth
California
$107K – – –
SAS
887
Stelac Advisory Services
New York
$105K – – –
EP
888
Eudaimonia Partners
Tennessee
$104K -$24.6K -209 -19%
FCM
889
Firestone Capital Management
Florida
$101K – – –
PFWA
890
Paces Ferry Wealth Advisors
Georgia
$99K +$99K +841 New
GAM
891
Gemmer Asset Management
California
$95K – – –
AIP
892
Ameritas Investment Partners
Nebraska
$91K -$55.8K -474 -38%
IRC
893
Investors Research Corp
Georgia
$90K – – –
HFRG
894
Houlihan Financial Resource Group
Virginia
$87K +$87K +670 New
SWM
895
Selective Wealth Management
Virginia
$83K – – –
JCM
896
Jacobi Capital Management
Pennsylvania
$82K +$46.2K +392 +129%
POIA
897
Pin Oak Investment Advisors
Texas
$81K – – –
IRAG
898
Investment Research & Advisory Group
Georgia
$80K – – –
HFS
899
Hantz Financial Services
Michigan
$77K +$77K +650 New
BFEC
900
Benjamin F. Edwards & Company
Missouri
$76K – – –
34 35
36
37 38