IWD icon

iShares Russell 1000 Value ETF

1,379 hedge funds and large institutions have $47.8B invested in iShares Russell 1000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 521 increasing their positions, 336 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+157
Holders Change %
+12.85%
% of All Funds
21.3%
Holding in Top 10
106
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+16.48%
% of All Funds
1.64%
New
241
Increased
521
Reduced
336
Closed
57
Calls
$96M
Puts
$85.9M
Net Calls
+$10.1M
Net Calls Change
+$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GWANC
876
Guardian Wealth Advisors (North Carolina)
North Carolina
$579K +$579K +3,448 New
DDPIC
877
Deroy & Devereaux Private Investment Counsel
Michigan
$566K -$12.6K -75 -2%
BS
878
Boenning & Scattergood
Pennsylvania
$565K +$9.74K +58 +2%
SEEDPG
879
S.E.E.D. Planning Group
New York
$564K
IFWM
880
Institute for Wealth Management
Colorado
$562K
FC
881
Ferris Capital
Massachusetts
$562K
SIA
882
Schechter Investment Advisors
Michigan
$562K +$562K +3,348 New
CSPAM
883
Cary Street Partners Asset Management
Virginia
$561K -$44.2K -263 -7%
CIAS
884
Capital Investment Advisory Services
North Carolina
$561K +$17.5K +104 +3%
BFS
885
Bradley Foster & Sargent
Connecticut
$561K +$126K +750 +29%
ACS
886
Archford Capital Strategies
Illinois
$552K
FFA
887
First Foundation Advisors
California
$551K -$15.1K -90 -3%
MA
888
MONECO Advisors
Connecticut
$550K -$55.7K -338 -9%
TCM
889
Towercrest Capital Management
Pennsylvania
$549K
RCA
890
Resonant Capital Advisors
Wisconsin
$545K
SHGA
891
Sand Hill Global Advisors
California
$544K +$54.9K +327 +11%
LA
892
Legacy Advisors
Pennsylvania
$542K +$172K +1,027 +47%
RWP
893
RWA Wealth Partners
Massachusetts
$541K +$16.1K +96 +3%
BRWM
894
B. Riley Wealth Management
Tennessee
$538K -$3.86K -23 -0.7%
BA
895
Bristlecone Advisors
Washington
$536K +$275K +1,641 +106%
IA
896
IFP Advisors
Florida
$535K -$835K -4,959 -61%
CFGS
897
Concourse Financial Group Securities
Alabama
$532K +$14.3K +85 +3%
CCT
898
Capital City Trust
Florida
$530K
MPWT
899
MassMutual Private Wealth & Trust
Connecticut
$529K -$340K -2,025 -39%
WP
900
WealthPLAN Partners
Nebraska
$527K