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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 %
AW
1276
Avion Wealth
Texas
$28K – – –
AWM
1277
Accel Wealth Management
Iowa
$28K – – –
CFFP
1278
Center for Financial Planning
Michigan
$26K – – –
M1FG
1279
Mach-1 Financial Group
Arkansas
$26K +$22.9K +162 +736%
LSA
1280
Lansing Street Advisors
Pennsylvania
$25K – – –
RG
1281
Retirement Group
California
$25K – – –
EA
1282
Evolution Advisers
Virginia
$25K – – –
LFA
1283
Level Financial Advisors
New York
$24K +$24K +164 New
WOSD
1284
WFA of San Diego
California
$23K +$23K +158 New
BAM
1285
Bellevue Asset Management
Washington
$22K – – –
ZIG
1286
Zullo Investment Group
Pennsylvania
$22K – – –
RCM
1287
Raleigh Capital Management
North Carolina
$22K – – –
BRWM
1288
B. Riley Wealth Management
Tennessee
$21.1K +$3.7K +684 +21%
YAL
1289
Your Advocates Ltd
Texas
$20K – – –
AIA
1290
Armor Investment Advisors
North Carolina
$20K – – –
GSAM
1291
Grant Street Asset Management
Pennsylvania
$19.8K +$731 +5,042 +4%
EL
1292
EMFO LLC
Florida
$19K – – –
PPWM
1293
PFG Private Wealth Management
Florida
$19K +$19K +132 New
TCM
1294
Tanaka Capital Management
New York
$18K – – –
PCTC
1295
Perkins Coie Trust Company
Washington
$18K – – –
CMBA
1296
C.M. Bidwell & Associates
Hawaii
$18K – – –
BEI
1297
Benjamin Edwards Inc
Missouri
$17K -$2.66K -18 -14%
FWA
1298
FSC Wealth Advisors
New York
$17K – – –
TFP
1299
Tilia Fiduciary Partners
North Carolina
$17K – – –
HBW
1300
Hazlett, Burt & Watson
West Virginia
$17K +$1.43K +10 +9%
50 51
52
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