IWD icon

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 %
LTL
1026
Lowery Thomas LLC
California
$331K -$10.2K -67 -3%
CFP
1027
Curran Financial Partners
South Carolina
$329K -$42.9K -282 -12%
CCG
1028
Coastwise Capital Group
California
$327K – – –
WAM
1029
Weatherly Asset Management
California
$324K – – –
BC
1030
Bartlett & Co
Ohio
$324K -$2.29K -15 -0.7%
BCWM
1031
Bartlett & Co Wealth Management
Ohio
$324K -$2.28K -15 -0.7%
Commonwealth Equity Services
1032
Commonwealth Equity Services
Massachusetts
$322K -$2.58K -16,943 -0.8%
VAS
1033
Vestmark Advisory Solutions
Massachusetts
$321K -$3.14M -20,590 -91%
PWP
1034
Private Wealth Partners
California
$321K +$321K +2,109 New
MWA
1035
Meridian Wealth Advisors
Texas
$320K – – –
PWS
1036
Private Wealth Strategies
Ohio
$319K -$63.8K -419 -17%
MWM
1037
Madison Wealth Management
Ohio
$318K – – –
MFA
1038
McClarren Financial Advisors
Pennsylvania
$318K +$909 +6 +0.3%
SA
1039
Sicart Associates
New York
$317K – – –
EW
1040
Evoke Wealth
California
$316K – – –
PP
1041
PDS Planning
Ohio
$315K +$457 +3 +0.1%
RWM
1042
Rockwood Wealth Management
Pennsylvania
$314K – – –
WCM
1043
WealthBridge Capital Management
Ohio
$313K -$48.6K -319 -13%
DFG
1044
Delta Financial Group
New Jersey
$313K – – –
NF
1045
Nvest Financial
New Hampshire
$311K +$311K +2,039 New
GKIM
1046
GW&K Investment Management
Massachusetts
$310K +$310K +2,035 New
AIM
1047
Arcadia Investment Management
Michigan
$310K -$192K -1,260 -38%
3LCM
1048
3D/L Capital Management
Connecticut
$309K +$913 +6 +0.3%
HC
1049
Hourglass Capital
Texas
$308K -$69.6K -457 -18%
FIA
1050
Foundations Investment Advisors
Arizona
$308K +$50.8K +334 +20%
40 41
42
43 44