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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,340 hedge funds and large institutions have $40.4B invested in iShares Russell 1000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 493 increasing their positions, 450 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-32
Holders Change %
-2.33%
% of All Funds
22.66%
Holding in Top 10
114
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.7%
% of All Funds
1.93%
New
91
Increased
493
Reduced
450
Closed
105
Calls
$96M
Puts
$14.9M
Net Calls
+$81.1M
Net Calls Change
+$279M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$7.35B
2
M&T Bank
M&T Bank
New York
$423M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
$111M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$339M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.05B

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$16M
2
APF
Alaska Permanent Fund
Alaska
$415M
3
FM
Forward Management
California
$0
4
Wells Fargo
Wells Fargo
California
$741M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
1101
Aspire Private Capital
North Carolina
$241K – – –
SEEDPG
1102
S.E.E.D. Planning Group
New York
$239K -$48.1K -332 -17%
CWM
1103
CCG Wealth Management
California
$236K -$241K -1,662 -51%
GG
1104
Greenwood Gearhart
Arkansas
$236K – – –
EWP
1105
Engrave Wealth Partners
Texas
$235K -$206K -1,422 -47%
PP
1106
Pacifica Partners
Canada
$235K – – –
PB
1107
Pinnacle Bancorp
Nebraska
$235K +$7.67K +53 +3%
WA
1108
Wealth Architects
California
$233K -$15.8K -109 -6%
SCM
1109
Shelton Capital Management
Colorado
$233K – – –
AG
1110
Ascent Group
Virginia
$233K – – –
CM
1111
Cornerstone Management
Georgia
$232K – – –
VPIM
1112
Vanguard Personalized Indexing Management
California
$231K +$726 +5 +0.3%
SS
1113
Sunbelt Securities
Texas
$230K -$58.6K -404 -20%
BEAM
1114
Baker Ellis Asset Management
Washington
$230K – – –
BA
1115
Baugh & Associates
Georgia
$230K – – –
KA
1116
Kovack Advisors
Florida
$230K +$290 +2 +0.1%
FNB
1117
Farmers National Bank
Kentucky
$229K – – –
FF
1118
FourThought Financial
Florida
$229K -$31.5K -217 -12%
M
1119
MOTCO
Texas
$229K -$12.6K -87 -5%
COCM
1120
Charter Oak Capital Management
New Hampshire
$228K +$4.35K +30 +2%
FCA
1121
FLC Capital Advisors
California
$227K – – –
LA
1122
LVW Advisors
New York
$227K +$227K +1,568 New
RRWA
1123
Rainey & Randall Wealth Advisors
Florida
$226K +$290 +2 +0.1%
SAM
1124
SignalPoint Asset Management
Missouri
$225K – – –
AC
1125
Apella Capital
Connecticut
$225K +$32K +221 +17%
43 44
45
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