IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,456 hedge funds and large institutions have $46.7B invested in iShares Russell 1000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 536 increasing their positions, 409 reducing their positions, and 48 closing their positions.

Holders
1,456
Holders Change
+143
Holders Change %
+10.89%
% of All Funds
23.49%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
1.87%
New
219
Increased
536
Reduced
409
Closed
48
Calls
$17.3M
Puts
$13.9M
Net Calls
+$3.37M
Net Calls Change
-$10.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.92B
2
BlackRock
2
BlackRock
New York
$792M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.15B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$463M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$80.2M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.29B
2
JHU
2
Johns Hopkins University
Maryland
$231M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.76B
4
BWCS
4
Beirne Wealth Consulting Services
Connecticut
$14.7M
5
UBS Group
5
UBS Group
Switzerland
$1.08B
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
1251
Hengehold Capital Management
Ohio
$212K 1,401 +1,401 New
RRAM
1252
River Road Asset Management
Kentucky
$212K 1,401 +1,401 New
CPC
1253
Consolidated Planning Corp
Georgia
$212K 1,399 +1,399 New
FWM
1254
FFT Wealth Management
Pennsylvania
$212K 1,398 +1,398 New
MWM
1255
MorganRosel Wealth Management
Colorado
$212K 1,398 +1,398 New
SG
1256
Sharper & Granite
California
$211K 1,392 +1,392 New
ANBT
1257
American National Bank & Trust
Texas
$210K 1,383 +13 +0.9%
MFS
1258
Madrona Financial Services
Washington
$210K 1,382 +1,382 New
MCA
1259
Magnolia Capital Advisors
Mississippi
$209K 1,376 +1,376 New
NB
1260
NBT Bank
New York
$209K 1,375 +1,375 New
MA
1261
Momentum Advisors
New York
$208K 1,370 +1,370 New
AC
1262
Abbrea Capital
California
$207K 1,363 +1,363 New
SIMG
1263
Sonora Investment Management Group
Arizona
$207K 1,363 +1,363 New
GD
1264
Grandfield & Dodd
New York
$205K 1,355 +1,355 New
PWP
1265
Perfromance Wealth Partners
Illinois
$205K 1,354 -142 -9%
NFSG
1266
Newbridge Financial Services Group
Florida
$205K 1,354 -48 -3%
SFWC
1267
Strategic Family Wealth Counselors
New Jersey
$205K 1,353 +1,353 New
RCA
1268
Rex Capital Advisors
Rhode Island
$204K 1,345 +1,345 New
JCM
1269
Jacobi Capital Management
Pennsylvania
$203K 1,338 +1,338 New
GCP
1270
Gill Capital Partners
Colorado
$202K 1,335 +1,335 New
HWM
1271
Howard Wealth Management
Connecticut
$202K 1,335 +1,335 New
SAM
1272
S.A. Mason
Michigan
$194K 1,277 – –
OCM
1273
Orion Capital Management
California
$191K 1,258 +1,258 New
AA
1274
Addison Advisors
Vermont
$190K 1,250 – –
AP
1275
Atwood & Palmer
Missouri
$187K 1,234 +1,234 New
49 50
51
52 53