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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 %
MWAM
926
Manhattan West Asset Management
California
$525K – – –
MCC
927
Money Concepts Capital
Florida
$525K +$449K +2,964 +599%
AA
928
Auxano Advisors
Washington
$522K – – –
SFP
929
Strategic Financial Partners
Oregon
$518K – – –
GWANC
930
Guardian Wealth Advisors (North Carolina)
North Carolina
$518K -$38.2K -252 -7%
WIM
931
WealthPlan Investment Management
Nebraska
$515K – – –
WP
932
WealthPLAN Partners
Nebraska
$513K +$513K +3,215 New
TC
933
Titleist Capital
Texas
$513K – – –
RIM
934
Rockbridge Investment Management
New York
$513K -$19.7K -130 -4%
BAM
935
Belpointe Asset Management
Nevada
$512K +$7.43K +49 +1%
TC
936
TownSquare Capital
Utah
$509K +$236K +1,553 +86%
BA
937
Bristlecone Advisors
Washington
$509K +$119K +782 +30%
QPWM
938
Quadrant Private Wealth Management
Pennsylvania
$509K +$509K +3,355 New
BWP
939
BSW Wealth Partners
Colorado
$506K – – –
AIM
940
Arcadia Investment Management
Michigan
$500K -$65.8K -434 -12%
ATC
941
Adirondack Trust Company
New York
$498K – – –
WFAG
942
Wescott Financial Advisory Group
Pennsylvania
$497K +$1.21K +8 +0.2%
WF
943
Welch & Forbes
Massachusetts
$496K – – –
GWS
944
Glassman Wealth Services
Virginia
$494K -$12.7K -84 -3%
HCA
945
Heck Capital Advisors
Wisconsin
$493K -$36.2K -239 -7%
WWC
946
Waypoint Wealth Counsel
Georgia
$493K +$493K +3,250 New
TFS
947
TrustCore Financial Services
Tennessee
$492K -$126K -834 -20%
WF
948
Warner Financial
Maryland
$490K +$5.16K +34 +1%
Lazard Asset Management
949
Lazard Asset Management
New York
$490K +$377K +2,488 +334%
ECM
950
Evergreen Capital Management
Washington
$489K – – –
36 37
38
39 40