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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 %
EP
876
Edgestream Partners
New Jersey
$612K +$612K +4,033 New
CA
877
Calton & Associates
Florida
$609K -$69.6K -459 -10%
ETIA
878
Epic Trust Investment Advisors
Washington
$609K -$68.6K -453 -10%
BAM
879
Bosun Asset Management
Illinois
$607K – – –
RWA
880
Redmont Wealth Advisors
Illinois
$607K – – –
Charles Schwab
881
Charles Schwab
California
$607K +$53.1K +350 +10%
BWA
882
Beam Wealth Advisors
Louisiana
$602K +$602K +3,970 New
CHC
883
City Holding Co
West Virginia
$601K – – –
CPO
884
Cerity Partners OCIO
New York
$599K -$26.2K -173 -4%
M
885
MYeCFO
California
$599K +$599K +3,948 New
ACS
886
Archford Capital Strategies
Illinois
$596K +$98K +646 +20%
FCFC
887
First Commonwealth Financial Corp
Pennsylvania
$595K -$24.4K -161 -4%
IBOK
888
Independence Bank of Kentucky
Kentucky
$593K – – –
PFT
889
Providence First Trust
Arizona
$591K – – –
CA
890
Continuum Advisory
Idaho
$590K +$48.1K +317 +9%
BFG
891
Berger Financial Group
Minnesota
$586K +$586K +3,866 New
BWA
892
Bordeaux Wealth Advisors
California
$586K – – –
CFS
893
CRA Financial Services
New Jersey
$586K -$95.5K -630 -14%
VVP
894
Venture Visionary Partners
Ohio
$586K -$77.2K -509 -12%
PEA
895
Park Edge Advisors
Ohio
$585K +$585K +3,856 New
BCM
896
Buckhead Capital Management
Georgia
$584K – – –
LOPW
897
Live Oak Private Wealth
North Carolina
$583K -$17.6K -116 -3%
WIC
898
Woodmont Investment Counsel
Tennessee
$581K – – –
LFS
899
Lutz Financial Services
Nebraska
$580K – – –
GGS
900
Galvin Gaustad & Stein
Arizona
$579K -$8.95K -59 -2%
34 35
36
37 38