IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,147 hedge funds and large institutions have $34.4B invested in iShares Russell 1000 Value ETF in 2020 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 398 increasing their positions, 310 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+149
Holders Change %
+14.93%
% of All Funds
20.35%
Holding in Top 10
79
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.27%
% of All Funds
1.4%
New
217
Increased
398
Reduced
310
Closed
47
Calls
$214M
Puts
$149M
Net Calls
+$64.2M
Net Calls Change
+$412M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$468M
2
BlackRock
BlackRock
New York
+$340M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$140M
4
Northern Trust
Northern Trust
Illinois
+$140M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$106M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$421M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$193M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$139M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
-$38.5M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
926
Laidlaw Wealth Management
New York
$251K +$251K +1,835 New
RW
927
REDW Wealth
New Mexico
$250K +$250K +1,827 New
CBFP
928
Cedar Brook Financial Partners
Ohio
$248K -$322K -2,352 -56%
JIP
929
Jaffetilchin Investment Partners
Florida
$248K +$1.09K +8 +0.4%
SCP
930
Seizert Capital Partners
Michigan
$248K +$248K +1,811 New
PP
931
PDS Planning
Ohio
$247K -$62.3K -456 -20%
SSWM
932
Smith Salley Wealth Management
North Carolina
$247K +$247K +1,804 New
PWP
933
Principle Wealth Partners
Connecticut
$247K +$247K +1,807 New
M
934
MOTCO
Texas
$246K -$10.7K -78 -4%
MC
935
Moors & Cabot
Massachusetts
$245K -$23.6K -172 -9%
LC
936
Lindbrook Capital
California
$244K -$21.2K -155 -8%
SIC
937
Salem Investment Counselors
North Carolina
$244K -$13.7K -100 -5%
ATC
938
Argent Trust Co
Tennessee
$243K – – –
LNWWM
939
Laird Norton Wetherby Wealth Management
California
$243K +$243K +1,779 New
RP
940
Rice Partnership
Hawaii
$242K – – –
BSA
941
Braun Stacey Associates
New York
$242K – – –
IAA
942
Independent Advisor Alliance
North Carolina
$242K +$682 +5 +0.3%
VVP
943
Venture Visionary Partners
Ohio
$241K – – –
STB
944
S&T Bank
Pennsylvania
$241K – – –
CAM
945
Cozad Asset Management
Illinois
$240K – – –
FCA
946
FinTrust Capital Advisors
South Carolina
$234K – – –
AHC
947
Anderson Hoagland & Co
Missouri
$234K +$234K +1,712 New
SPP
948
Single Point Partners
Massachusetts
$231K +$231K +1,689 New
SWM
949
Stockman Wealth Management
Montana
$229K +$229K +1,675 New
APC
950
Aspire Private Capital
North Carolina
$227K – – –
36 37
38
39 40