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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 %
SWA
901
Sutton Wealth Advisors
Florida
$75.5K -$6.85K -58 -8%
AF
902
Affiance Financial
Minnesota
$75K – – –
CB
903
CNB Bank
Pennsylvania
$74K +$38K +322 +106%
GEA
904
Glen Eagle Advisors
New Jersey
$73.2K +$17.7K +150 +32%
NPP
905
New Potomac Partners
Maryland
$71K +$71K +600 New
VNA
906
Valley National Advisers
Pennsylvania
$69K – – –
BCA
907
Bray Capital Advisors
Florida
$66K -$29.9K -252 -31%
WCG
908
Weaver Consulting Group
California
$66K – – –
IWP
909
IAG Wealth Partners
Wisconsin
$65K – – –
JFA
910
JNBA Financial Advisors
Minnesota
$64K – – –
CHAM
911
Clear Harbor Asset Management
Connecticut
$61.7K +$61.7K +522 New
BC
912
Barnett & Company
Tennessee
$61K +$61K +515 New
CCA
913
Column Capital Advisors
Indiana
$60K – – –
BWP
914
Baldwin Wealth Partners
Massachusetts
$59K – – –
EK
915
Evensky & Katz
Florida
$58K +$237 +2 +0.4%
MLFP
916
MPS Loria Financial Planners
Illinois
$56K – – –
AA
917
AlphaMark Advisors
Kentucky
$55K +$119 +1 +0.2%
EWM
918
Endurance Wealth Management
Rhode Island
$54K – – –
TCM
919
TD Capital Management
Tennessee
$54K – – –
MIM
920
Macroview Investment Management
Maryland
$52K -$3.92K -33 -7%
HWA
921
HHM Wealth Advisors
Tennessee
$52K – – –
TF
922
Tompkins Financial
New York
$51K – – –
LF
923
Lee Financial
Texas
$51K – – –
BWA
924
Burt Wealth Advisors
Maryland
$49K – – –
LWANC
925
Laurel Wealth Advisors (North Carolina)
North Carolina
$49K – – –
35 36
37
38 39