IWD icon

iShares Russell 1000 Value ETF

1,372 hedge funds and large institutions have $46B invested in iShares Russell 1000 Value ETF in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 498 increasing their positions, 466 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,372
Holders Change
-7
Holders Change %
-0.51%
% of All Funds
21.71%
Holding in Top 10
111
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.72%
% of All Funds
1.76%
New
110
Increased
498
Reduced
466
Closed
94
Calls
$46.1M
Puts
$244M
Net Calls
-$198M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Shares
Change %
MTIC
1226
Missouri Trust & Investment Company
Missouri
$203K
FAP
1227
Financial Advisory Partners
Florida
$201K -$1.83K -11 -0.9%
DHFB
1228
Dixon Hubard Feinour & Brown
Virginia
$201K +$3.15K +19 +2%
CC
1229
Commons Capital
Massachusetts
$199K +$166 +1 +0.1%
BW
1230
Bison Wealth
Georgia
$195K +$19.6K +118 +11%
SMA
1231
Sage Mountain Advisors
Georgia
$191K +$14.3K +86 +8%
CCA
1232
Column Capital Advisors
Indiana
$187K
NL
1233
NVWM LLC
Pennsylvania
$186K +$186K +1,120 New
NWM
1234
Nauset Wealth Management
Connecticut
$186K +$186K +1,122 New
CWM
1235
Cranbrook Wealth Management
Michigan
$185K
BWP
1236
Baldwin Wealth Partners
Massachusetts
$184K
WBC
1237
West Branch Capital
Massachusetts
$175K
SCA
1238
Stonebridge Capital Advisors
Minnesota
$175K +$68.1K +410 +64%
PG
1239
Proffitt & Goodson
Tennessee
$171K
HWMA
1240
Heritage Wealth Management (Arizona)
Arizona
$170K +$170K +1,025 New
HNWAG
1241
High Net Worth Advisory Group
Florida
$168K -$427K -2,567 -72%
TFM
1242
TFC Financial Management
Massachusetts
$163K
ED
1243
Exane Derivatives
France
$162K +$151K +907 +1,334%
MFG
1244
Monumental Financial Group
Maryland
$161K +$161K +971 New
MIM
1245
MTM Investment Management
South Carolina
$159K
SWM
1246
Sugarloaf Wealth Management
Georgia
$158K
POIA
1247
Pin Oak Investment Advisors
Texas
$157K -$7.12K -43 -4%
Schroder Investment Management Group
1248
Schroder Investment Management Group
United Kingdom
$157K +$157K +944 New
AWM
1249
Abound Wealth Management
Tennessee
$152K -$27.7K -167 -15%
SWM
1250
Selective Wealth Management
Virginia
$149K