IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,379 hedge funds and large institutions have $47.8B invested in iShares Russell 1000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 521 increasing their positions, 336 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+157
Holders Change %
+12.85%
% of All Funds
21.3%
Holding in Top 10
106
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+16.48%
% of All Funds
1.64%
New
241
Increased
521
Reduced
336
Closed
57
Calls
$96M
Puts
$85.9M
Net Calls
+$10.1M
Net Calls Change
+$84.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$750M
2
Morgan Stanley
Morgan Stanley
New York
+$467M
3
MB
Mizuho Bank
Japan
+$252M
4
BlackRock
BlackRock
New York
+$212M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$197M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$218M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$194M
3
JHU
Johns Hopkins University
Maryland
-$80.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$63.5M
5
CA
CastleArk Alternatives
Illinois
-$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
1076
Principle Wealth Partners
Connecticut
$312K – – –
AWM
1077
Alterna Wealth Management
Texas
$312K +$312K +1,855 New
LWM
1078
Laidlaw Wealth Management
New York
$312K +$312K +1,858 New
AG
1079
Ascent Group
Virginia
$312K +$312K +1,932 New
PP
1080
PDS Planning
Ohio
$310K +$840 +5 +0.3%
MDCM
1081
Morgan Dempsey Capital Management
Wisconsin
$310K +$85.5K +509 +38%
BO
1082
BRR OpCo
Ohio
$309K – – –
FPB
1083
First PREMIER Bank
South Dakota
$309K – – –
PPW
1084
PACK Private Wealth
Minnesota
$309K +$309K +1,842 New
RW
1085
REDW Wealth
New Mexico
$307K – – –
DBT
1086
Dubuque Bank & Trust
Iowa
$306K -$33.6K -200 -10%
EPM
1087
Elm Partners Management
Pennsylvania
$306K +$3.36K +20 +1%
ME
1088
McIlrath & Eck
Washington
$304K -$24.7K -147 -8%
GG
1089
Greenwood Gearhart
Arkansas
$303K – – –
BEAM
1090
Baker Ellis Asset Management
Washington
$302K +$22.8K +136 +8%
SF
1091
SBK Financial
Virginia
$302K +$302K +1,801 New
SIC
1092
Salem Investment Counselors
North Carolina
$300K – – –
CBFP
1093
Cedar Brook Financial Partners
Ohio
$299K +$2.86K +17 +1%
AFWM
1094
AMJ Financial Wealth Management
Virginia
$299K +$299K +1,782 New
CM
1095
Cornerstone Management
Georgia
$299K – – –
NFSG
1096
Newbridge Financial Services Group
Florida
$298K +$118K +701 +65%
RP
1097
Rice Partnership
Hawaii
$297K – – –
HCM
1098
Hollencrest Capital Management
California
$297K – – –
CFSG
1099
Community Financial Services Group
Vermont
$296K +$296K +1,763 New
CAM
1100
Cozad Asset Management
Illinois
$295K – – –
42 43
44
45 46