IWD icon

iShares Russell 1000 Value ETF

1,190 hedge funds and large institutions have $39.7B invested in iShares Russell 1000 Value ETF in 2021 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 437 increasing their positions, 372 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,190
Holders Change
+43
Holders Change %
+3.75%
% of All Funds
20.95%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.6%
New
121
Increased
437
Reduced
372
Closed
67
Calls
$117M
Puts
$103M
Net Calls
+$14.3M
Net Calls Change
-$49.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
1226
Physician Wealth Advisors
Utah
-$296K -2,053 Closed
BHB
1227
Bank Hapoalim BM
Israel
-$273K -1,993 Closed
RIA
1228
Regal Investment Advisors
Michigan
-$262K -1,916 Closed
LWM
1229
Laidlaw Wealth Management
New York
-$251K -1,835 Closed
LNWWM
1230
Laird Norton Wetherby Wealth Management
California
-$243K -1,779 Closed
AHC
1231
Anderson Hoagland & Co
Missouri
-$234K -1,712 Closed
FMI
1232
Fiduciary Management Inc
Wisconsin
-$207K -1,515 Closed
VLC
1233
Van Leeuwen & Company
New Jersey
-$204K -1,490 Closed
Susquehanna International Group
1234
Susquehanna International Group
Pennsylvania
-$201K -1,471 Closed
KCM
1235
Kathmere Capital Management
Pennsylvania
-$149K -1,092 Closed
ST
1236
Sageworth Trust
Pennsylvania
-$143K -1,048 Closed
CH
1237
Canton Hathaway
Rhode Island
-$143K -1,043 Closed
PCA
1238
Peddock Capital Advisors
Massachusetts
-$130K -949 Closed
APC
1239
Asset Planning Corporation
Tennessee
-$108K -788 Closed
BCA
1240
Bray Capital Advisors
Florida
-$76K -557 Closed
SFG
1241
Sowa Financial Group
Rhode Island
-$69K -504 Closed
FWM
1242
ForthRight Wealth Management
Georgia
-$61K -446 Closed
LF
1243
Lee Financial
Texas
-$59K -435 Closed
CTFG
1244
Capstone Triton Financial Group
Oklahoma
-$59K -428 Closed
BWA
1245
Burt Wealth Advisors
Maryland
-$57K -418 Closed
IA
1246
IFS Advisors
Kansas
-$52K -383 Closed
CWM
1247
Curi Wealth Management
North Carolina
-$52K -381 Closed
SIAG
1248
Safeguard Investment Advisory Group
California
-$27K -199 Closed
SIAG
1249
Signet Investment Advisory Group
Rhode Island
-$16K -120 Closed
MIM
1250
Merrion Investment Management
New Jersey
-$16K -120 Closed