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 %
AAG
1051
Armstrong Advisory Group
Massachusetts
$307K -$3.93M -25,823 -93%
GCM
1052
Gallacher Capital Management
Colorado
$306K -$2.28K -15 -0.7%
FCA
1053
FinTrust Capital Advisors
South Carolina
$305K – – –
JIP
1054
Jaffetilchin Investment Partners
Florida
$305K +$1.52K +10 +0.5%
MW
1055
MBL Wealth
North Carolina
$304K -$3.81K -25 -1%
TWM
1056
Tanager Wealth Management
United Kingdom
$303K +$303K +1,993 New
CFGS
1057
Concourse Financial Group Securities
Alabama
$303K -$7.46K -49 -2%
GEA
1058
Glen Eagle Advisors
New Jersey
$301K +$206K +1,356 +217%
HPIA
1059
Hamilton Point Investment Advisors
North Carolina
$299K +$299K +1,965 New
CCM
1060
Canal Capital Management
Virginia
$299K +$1.37K +9 +0.5%
CAM
1061
Columbia Asset Management
Michigan
$298K – – –
WTB
1062
Washington Trust Bank
Washington
$297K -$750K -4,929 -72%
ST
1063
Sabal Trust
Florida
$297K -$59.7K -392 -17%
GSC
1064
Grey Street Capital
Illinois
$296K +$296K +1,944 New
TH
1065
TCTC Holdings
Texas
$296K – – –
RT
1066
Rockland Trust
Massachusetts
$295K -$45.7K -300 -13%
EDRH
1067
Edmond de Rothschild Holding
Switzerland
$295K -$150K -982 -34%
AWM
1068
Avondale Wealth Management
Texas
$295K – – –
TLFA
1069
True Link Financial Advisors
California
$293K +$19.8K +130 +7%
VCM
1070
Vigilant Capital Management
Maine
$292K – – –
JFA
1071
JNBA Financial Advisors
Minnesota
$291K – – –
CAM
1072
Cozad Asset Management
Illinois
$291K +$19K +125 +7%
FCMT
1073
Founders Capital Management (Texas)
Texas
$290K – – –
IWM
1074
Integris Wealth Management
California
$289K +$289K +1,900 New
EPM
1075
Elm Partners Management
Pennsylvania
$289K -$21.8K -143 -7%
41 42
43
44 45