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 %
FWM
1051
ForthRight Wealth Management
Georgia
$61K +$61K +446 New
MIM
1052
Macroview Investment Management
Maryland
$60K +$273 +2 +0.5%
TF
1053
Tompkins Financial
New York
$59K – – –
LF
1054
Lee Financial
Texas
$59K – – –
CTFG
1055
Capstone Triton Financial Group
Oklahoma
$59K +$59K +428 New
BWA
1056
Burt Wealth Advisors
Maryland
$57K – – –
LWANC
1057
Laurel Wealth Advisors (North Carolina)
North Carolina
$57K – – –
CBT
1058
CoreFirst Bank & Trust
Kansas
$57K +$57K +419 New
FCFS
1059
First Command Financial Services
Texas
$56K +$46.8K +345 +507%
FCB
1060
First Command Bank
Texas
$56K +$46.8K +345 +507%
HWA
1061
HHM Wealth Advisors
Tennessee
$53K -$7.07K -52 -12%
SFPG
1062
Stonebridge Financial Planning Group
Florida
$53K – – –
TCOV
1063
Trust Company of Vermont
Vermont
$53K – – –
CWM
1064
Curi Wealth Management
North Carolina
$52K +$52K +381 New
IA
1065
IFS Advisors
Kansas
$52K +$52K +383 New
SA
1066
SRH Advisors
Kansas
$51K – – –
FFW
1067
Fusion Family Wealth
New York
$51K – – –
SSC
1068
Syverson Strege & Co
Iowa
$50K +$50K +364 New
CFG
1069
CKW Financial Group
Hawaii
$44K – – –
NSB
1070
Norway Savings Bank
Maine
$42K – – –
CI
1071
Cordant Inc
Oregon
$42K – – –
PIP
1072
Peachtree Investment Partners
Florida
$41K – – –
BCA
1073
Berman Capital Advisors
Georgia
$40K +$19.1K +142 +92%
AWM
1074
Atticus Wealth Management
Florida
$40K +$33.9K +250 +556%
LWP
1075
Lumature Wealth Partners
Georgia
$40K +$40K +295 New
41 42
43
44 45