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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 %
CA
976
Centerpoint Advisors
Massachusetts
$8K – – –
LDFR
977
Lehman & Derafelo Financial Resources
Pennsylvania
$8K – – –
FCFS
978
First Command Financial Services
Texas
$8K +$8K +68 New
FCB
979
First Command Bank
Texas
$8K +$8K +68 New
NFSG
980
Newbridge Financial Services Group
Florida
$8K +$8K +70 New
BA
981
Ballast Advisors
Minnesota
$7K -$15.5K -135 -69%
CAW
982
Cornerstone Advisors (Washington)
Washington
$7K +$117 +1 +2%
AWM
983
Atticus Wealth Management
Florida
$5K +$111 +1 +2%
GI
984
Gradient Investments
Minnesota
$4K -$10.4K -94 -72%
CA
985
Crewe Advisors
Utah
$4K – – –
GIP
986
Granite Investment Partners
California
$3K – – –
TCM
987
Tradewinds Capital Management
Washington
$3K – – –
APWA
988
Atlas Private Wealth Advisors
New Jersey
$3K – – –
RG
989
Retirement Group
California
$2K – – –
TFA
990
Toth Financial Advisory
Virginia
$2K – – –
SNT
991
Security National Trust
West Virginia
$2K – – –
FDCDDQ
992
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.06K -$1.77K -15 -63%
SIS
993
Sound Income Strategies
Florida
$1K – – –
SXL
994
Summit X LLC
Missouri
$827 +$161 +652 +24%
F
995
F3Logic
Minnesota
$354 +$354 +3 New
UWM
996
USAdvisors Wealth Management
Minnesota
$295 – +4 +0.2%
Koshinski Asset Management
997
Koshinski Asset Management
Illinois
$210 +$210 +1,687 New
FCA
998
FinTrust Capital Advisors
South Carolina
$202 -$24 -200 -10%
WIM
999
Westside Investment Management
California
$48 – – –
QIM
1000
Quest Investment Management
Oregon
– -$14.1M -125,449 Closed
38 39
40
41 42