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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,379 hedge funds and large institutions have $47.8B invested in iShares Russell 1000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 521 increasing their positions, 336 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+157
Holders Change %
+12.85%
% of All Funds
21.3%
Holding in Top 10
106
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+16.48%
% of All Funds
1.64%
New
241
Increased
521
Reduced
336
Closed
57
Calls
$96M
Puts
$85.9M
Net Calls
+$10.1M
Net Calls Change
+$84.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$750M
2
Morgan Stanley
Morgan Stanley
New York
+$467M
3
MB
Mizuho Bank
Japan
+$252M
4
BlackRock
BlackRock
New York
+$212M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$197M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$218M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$194M
3
JHU
Johns Hopkins University
Maryland
-$80.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$63.5M
5
CA
CastleArk Alternatives
Illinois
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
976
Claraphi Advisory Network
United States
$422K +$13.4K +80 +3%
AWM
977
AAF Wealth Management
Massachusetts
$420K -$7.72K -46 -2%
CL
978
CSS LLC
Illinois
$420K -$4.28M -25,500 -91%
MC
979
Matisse Capital
Oregon
$420K +$16.8K +100 +4%
RDWM
980
Red Door Wealth Management
Tennessee
$420K +$62.7K +374 +18%
CFP
981
Curran Financial Partners
South Carolina
$420K +$178K +1,062 +74%
SS
982
Sunbelt Securities
Texas
$419K -$27.2K -164 -6%
CAG
983
Csenge Advisory Group
Florida
$419K +$176K +1,098 +72%
TIM
984
Tortoise Investment Management
New York
$417K – – –
WMP
985
Wealth Management Partners
Arizona
$416K -$99K -476 -19%
ACM
986
Antonetti Capital Management
Florida
$414K – – –
RMC
987
Regis Management Company
California
$412K – – –
BFA
988
Bragg Financial Advisors
North Carolina
$411K – – –
MLM
989
Mount Lucas Management
Pennsylvania
$411K +$411K +2,450 New
TFS
990
TrustCore Financial Services
Tennessee
$407K -$340K -2,025 -45%
CPIA
991
Cornell Pochily Investment Advisors
New York
$407K – – –
WF
992
Welch & Forbes
Massachusetts
$404K -$509K -3,025 -56%
EDRH
993
Edmond de Rothschild Holding
Switzerland
$400K – – –
KWM
994
Keebeck Wealth Management
Illinois
$400K – – –
EVC
995
Eidelman Virant Capital
Missouri
$400K +$3.88K +23 +1%
JFA
996
JNBA Financial Advisors
Minnesota
$396K – – –
EAM
997
Empirical Asset Management
Massachusetts
$396K +$396K +2,357 New
UWM
998
USAdvisors Wealth Management
Minnesota
$395K -$13.3K -79 -3%
FNBT
999
FineMark National Bank & Trust
Florida
$393K -$86.1K -513 -18%
EWA
1000
EverSource Wealth Advisors
Alabama
$393K +$393K +2,340 New
38 39
40
41 42