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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,405 hedge funds and large institutions have $39.1B invested in iShares Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 375 increasing their positions, 611 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
Holders Change
-51
Holders Change %
-3.5%
% of All Funds
22.49%
Holding in Top 10
99
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.66%
% of All Funds
1.58%
New
92
Increased
375
Reduced
611
Closed
113
Calls
$42.4M
Puts
$13M
Net Calls
+$29.5M
Net Calls Change
+$26.1M

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$65.2M
2
Morgan Stanley
Morgan Stanley
New York
+$53.6M
3
Goldman Sachs
Goldman Sachs
New York
+$24.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$21.5M
5
CA
Cetera Advisors
Colorado
+$20.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$779M
2
Bank of America
Bank of America
North Carolina
-$642M
3
JHU
Johns Hopkins University
Maryland
-$220M
4
American Century Companies
American Century Companies
Missouri
-$204M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
1001
Kovitz Investment Group Partners
Illinois
$353K +$135K +883 +62%
DFC
1002
DB Fitzpatrick & Co
Idaho
$352K +$8.98K +59 +3%
IAS
1003
Insigneo Advisory Services
Florida
$352K -$1.83K -12 -0.5%
ESB
1004
Essex Savings Bank
Connecticut
$352K -$93.2K -612 -21%
HFS
1005
Heritage Financial Services
Massachusetts
$351K – – –
ACM
1006
Advisors Capital Management
New Jersey
$351K -$762 -5 -0.2%
PPW
1007
Parcion Private Wealth
Washington
$350K +$350K +2,300 New
VNB
1008
Virginia National Bank
Virginia
$349K – – –
BBPWM
1009
Blue Bell Private Wealth Management
Pennsylvania
$348K – – –
PFA
1010
Peak Financial Advisors
Colorado
$348K – – –
TI
1011
Truepoint Inc
Ohio
$347K -$8.38K -55 -2%
PIA
1012
Petredis Investment Advisors
Pennsylvania
$345K – – –
YIA
1013
YHB Investment Advisors
Connecticut
$344K +$2.28K +15 +0.7%
TIA
1014
Traphagen Investment Advisors
New Jersey
$343K +$10.2K +67 +3%
SC
1015
Schoolcraft Capital
Colorado
$340K – – –
FCAM
1016
First Citizens Asset Management
North Carolina
$339K +$339K +2,225 New
WTFG
1017
Wells Trecaso Financial Group
Ohio
$338K – – –
HCM
1018
Hollencrest Capital Management
California
$338K – – –
KA
1019
Klingman & Associates
New York
$338K – – –
GC
1020
Gibson Capital
Pennsylvania
$336K – – –
SWP
1021
ShoreHaven Wealth Partners
New Jersey
$335K -$150K -987 -31%
PWA
1022
Phoenix Wealth Advisors
North Carolina
$335K – – –
CP
1023
Coho Partners
Pennsylvania
$333K -$2.56M -16,828 -89%
Fisher Asset Management
1024
Fisher Asset Management
Washington
$332K +$332K +2,183 New
MSA
1025
Marino Stram & Associates
Massachusetts
$331K -$71.1K -467 -18%
39 40
41
42 43