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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
$8.82B
2
Morgan Stanley
Morgan Stanley
New York
$5.66B
3
MB
Mizuho Bank
Japan
$252M
4
BlackRock
BlackRock
New York
$1.12B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.6B

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$348M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$26.7M
3
JHU
Johns Hopkins University
Maryland
$235M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.06B
5
CA
CastleArk Alternatives
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1226
Cranbrook Wealth Management
Michigan
$187K – – –
BWP
1227
Baldwin Wealth Partners
Massachusetts
$186K – – –
AWM
1228
Abound Wealth Management
Tennessee
$182K +$182K +1,083 New
SMA
1229
Sage Mountain Advisors
Georgia
$179K – – –
WBC
1230
West Branch Capital
Massachusetts
$178K – – –
BW
1231
Bison Wealth
Georgia
$177K -$387K -2,309 -69%
PG
1232
Proffitt & Goodson
Tennessee
$173K – – –
BWM
1233
BerganKDV Wealth Management
Minnesota
$173K +$173K +1,033 New
POIA
1234
Pin Oak Investment Advisors
Texas
$166K – – –
TFM
1235
TFC Financial Management
Massachusetts
$165K – – –
RFA
1236
Reilly Financial Advisors
California
$165K +$2.69K +16 +2%
MIM
1237
MTM Investment Management
South Carolina
$161K – – –
SWM
1238
Sugarloaf Wealth Management
Georgia
$160K – – –
MFT
1239
Moisand Fitzgerald Tamayo
Florida
$158K – – –
TWC
1240
TD Waterhouse Canada
Ontario, Canada
$152K +$152K +790 New
SWM
1241
Selective Wealth Management
Virginia
$151K – – –
CF
1242
Centaurus Financial
California
$150K -$4.71K -28 -3%
FPFS
1243
First Personal Financial Services
North Carolina
$149K -$92.1K -547 -38%
KPCM
1244
Kings Point Capital Management
New York
$146K +$49.7K +296 +52%
GI
1245
Gradient Investments
Minnesota
$135K – – –
IUHSA
1246
Itau Unibanco Holding S.A.
Brazil
$132K -$8.11M -48,250 -98%
IRC
1247
Investors Research Corp
Georgia
$129K – – –
HBT
1248
Hills Bank & Trust
Iowa
$122K – – –
TF
1249
TimeScale Financial
Massachusetts
$120K +$1.17K +7 +1%
Lazard Asset Management
1250
Lazard Asset Management
New York
$119K +$76.5K +457 +180%
48 49
50
51 52