IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,147 hedge funds and large institutions have $34.4B invested in iShares Russell 1000 Value ETF in 2020 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 398 increasing their positions, 310 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+149
Holders Change %
+14.93%
% of All Funds
20.35%
Holding in Top 10
79
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.27%
% of All Funds
1.4%
New
217
Increased
398
Reduced
310
Closed
47
Calls
$214M
Puts
$149M
Net Calls
+$64.2M
Net Calls Change
+$412M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$468M
2
BlackRock
BlackRock
New York
+$340M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$140M
4
Northern Trust
Northern Trust
Illinois
+$140M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$106M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$421M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$193M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$139M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
-$38.5M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
1026
Affiance Financial
Minnesota
$87K – – –
CB
1027
CNB Bank
Pennsylvania
$86K – – –
GEA
1028
Glen Eagle Advisors
New Jersey
$84.8K – – –
PWMG
1029
Prestige Wealth Management Group
New Jersey
$84K -$70.5K -514 -46%
BFEC
1030
Benjamin F. Edwards & Company
Missouri
$80K -$8.37K -61 -9%
VNA
1031
Valley National Advisers
Pennsylvania
$80K – – –
CFD
1032
Creative Financial Designs
Indiana
$79K +$29.6K +216 +60%
BWA
1033
BDO Wealth Advisors
Florida
$77K -$282K -2,058 -79%
BCA
1034
Bray Capital Advisors
Florida
$76K – – –
EK
1035
Evensky & Katz
Florida
$76K +$9.16K +67 +14%
IWP
1036
IAG Wealth Partners
Wisconsin
$75K – – –
WWM
1037
Wolff Wiese Magana
California
$74K +$74K +540 New
TLFA
1038
True Link Financial Advisors
California
$72K +$72K +528 New
BC
1039
Barnett & Company
Tennessee
$70K – – –
CCA
1040
Column Capital Advisors
Indiana
$69K – – –
SFP
1041
Sterling Financial Planning
New Jersey
$69K +$69K +503 New
SFG
1042
Sowa Financial Group
Rhode Island
$69K +$69K +504 New
BWP
1043
Baldwin Wealth Partners
Massachusetts
$68K – – –
GLLW
1044
Graves Light Lenhart Wealth
Virginia
$68K +$68K +500 New
LGWM
1045
Litman Gregory Wealth Management
California
$67K -$59.1K -434 -47%
SIM
1046
Sonora Investment Management
Arizona
$67K +$67K +491 New
MLFP
1047
MPS Loria Financial Planners
Illinois
$64K – – –
EWM
1048
Endurance Wealth Management
Rhode Island
$62K – – –
TCM
1049
TD Capital Management
Tennessee
$62K – – –
MCC
1050
Money Concepts Capital
Florida
$62K +$62K +453 New
40 41
42
43 44