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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

985 hedge funds and large institutions have $26.9B invested in iShares Russell 1000 Value ETF in 2020 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 275 increasing their positions, 460 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
-5
Holders Change %
-0.51%
% of All Funds
20.25%
Holding in Top 10
69
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.85%
% of All Funds
1.42%
New
88
Increased
275
Reduced
460
Closed
85
Calls
$76.6M
Puts
$113M
Net Calls
-$36.5M
Net Calls Change
+$37.9M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.71B
3
AllianceBernstein
AllianceBernstein
Tennessee
$90.1M
4
UBS Group
UBS Group
Switzerland
$606M
5
PL
Perpetual Ltd
Australia
$66.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.98B
2
SW
SVB Wealth
Massachusetts
$6.18M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.79B
4
Ameriprise
Ameriprise
Minnesota
$81.5M
5
Morgan Stanley
Morgan Stanley
New York
$3.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
KPCM
926
Kings Point Capital Management
New York
$31K – – –
JPLA
927
Joseph P. Lucia & Associates
New York
$31K – – –
RMC
928
Resources Management Corp
Connecticut
$30K – – –
MRCM
929
M&R Capital Management
New Jersey
$29K – – –
JHCP
930
Jackson Hole Capital Partners
Oklahoma
$28K – – –
SFSIG
931
San Francisco Sentry Investment Group
California
$27K – – –
BBHC
932
Brown Brothers Harriman & Co
New York
$26K -$20.9K -185 -45%
TC
933
Trust Company
Kansas
$26K – – –
WFMPM
934
Woodley Farra Manion Portfolio Management
Indiana
$26K – – –
Deutsche Bank
935
Deutsche Bank
Germany
$23K -$994K -8,989 -98%
JWM
936
Janiczek Wealth Management
Colorado
$23K – – –
BAM
937
Bellevue Asset Management
Washington
$23K – – –
FWM
938
Filbrandt Wealth Management
Wisconsin
$23K +$21.5K +193 +1,485%
YAL
939
Your Advocates Ltd
Texas
$22K – – –
BA
940
Ballast Advisors
Minnesota
$22K – – –
JCM
941
Jacobi Capital Management
Pennsylvania
$22K +$8.03K +111 +58%
IF
942
Ironwood Financial
Arizona
$21K – – –
AW
943
Avion Wealth
Texas
$20K – – –
CFFP
944
Center for Financial Planning
Michigan
$20K – – –
FPB
945
First PREMIER Bank
South Dakota
$19K – – –
LAS
946
Lloyd Advisory Services
Georgia
$19K +$19K +169 New
DAM
947
Delta Asset Management
Tennessee
$18K – – –
HWM
948
HighMark Wealth Management
Minnesota
$18K – – –
BCA
949
Berman Capital Advisors
Georgia
$17K -$896K -8,113 -98%
HIM
950
HawsGoodwin Investment Management
Tennessee
$16K – – –
36 37
38
39 40