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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 %
CCT
951
Capital City Trust
Florida
$485K – – –
TCWA
952
Ten Capital Wealth Advisors
Washington
$485K – – –
FPCG
953
Fort Pitt Capital Group
Pennsylvania
$485K – – –
SWP
954
ShoreHaven Wealth Partners
New Jersey
$484K -$131K -867 -21%
OHWP
955
Oak Harbor Wealth Partners
North Carolina
$482K +$56.4K +372 +13%
FTC
956
Farmers Trust Company
Ohio
$479K – – –
CNC
957
Citizens & Northern Corp
Pennsylvania
$478K – – –
FPCG
958
Forum Private Client Group
Indiana
$477K +$157K +1,033 +49%
TA
959
TrueWealth Advisors
Alabama
$476K +$2.73K +18 +0.6%
TCM
960
Towercrest Capital Management
Pennsylvania
$476K – – –
SFG
961
Sovereign Financial Group
Connecticut
$474K -$4.4K -29 -0.9%
GTAM
962
Global Trust Asset Management
Florida
$473K -$240K -1,582 -34%
LHC
963
Little House Capital
Massachusetts
$470K +$51.7K +341 +12%
FIM
964
Fernwood Investment Management
Massachusetts
$470K – – –
LIM
965
Leavell Investment Management
Alabama
$467K +$7.58K +50 +2%
MFG
966
Merit Financial Group
Georgia
$464K +$76.6K +505 +20%
MSAM
967
Moloney Securities Asset Management
Missouri
$462K +$1.21K +8 +0.3%
PP
968
PrairieView Partners
Minnesota
$460K -$3.79K -25 -0.8%
WMS
969
Wealth Management Solutions
Pennsylvania
$459K +$459K +3,025 New
DDPIC
970
Deroy & Devereaux Private Investment Counsel
Michigan
$458K – – –
AIC
971
Archer Investment Corporation
Indiana
$457K +$112K +738 +32%
SWM
972
SeaCrest Wealth Management
New York
$456K +$42K +277 +10%
CIP
973
Capital Insight Partners
Arizona
$452K – – –
MPWT
974
MassMutual Private Wealth & Trust
Connecticut
$450K – – –
SCM
975
Schnieders Capital Management
California
$449K +$15.2K +100 +3%
37 38
39
40 41