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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,405 hedge funds and large institutions have $39.1B invested in iShares Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 375 increasing their positions, 611 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
Holders Change
-51
Holders Change %
-3.5%
% of All Funds
22.49%
Holding in Top 10
99
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.66%
% of All Funds
1.58%
New
92
Increased
375
Reduced
611
Closed
113
Calls
$42.4M
Puts
$13M
Net Calls
+$29.5M
Net Calls Change
+$26.1M

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$65.2M
2
Morgan Stanley
Morgan Stanley
New York
+$53.6M
3
Goldman Sachs
Goldman Sachs
New York
+$24.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$21.5M
5
CA
Cetera Advisors
Colorado
+$20.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$779M
2
Bank of America
Bank of America
North Carolina
-$642M
3
JHU
Johns Hopkins University
Maryland
-$220M
4
American Century Companies
American Century Companies
Missouri
-$204M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
EL
1351
EMFO LLC
Florida
$19.9K – – –
PCTC
1352
Perkins Coie Trust Company
Washington
$19K – – –
LOIP
1353
Live Oak Investment Partners
Texas
$19K -$19K – –
TCM
1354
Tanaka Capital Management
New York
$19K – – –
CMBA
1355
C.M. Bidwell & Associates
Hawaii
$18.9K – – –
KM
1356
Kalos Management
Georgia
$18.4K – – –
GWSA
1357
Global Wealth Strategies & Associates
Colorado
$18.3K +$18.3K +120 New
TFP
1358
Tilia Fiduciary Partners
North Carolina
$17.7K – – –
FWA
1359
FSC Wealth Advisors
New York
$17.7K – – –
HBW
1360
Hazlett, Burt & Watson
West Virginia
$17K -$1.53K -10 -8%
MBFW
1361
Morton Brown Family Wealth
Pennsylvania
$16.4K – – –
BEI
1362
Benjamin Edwards Inc
Missouri
$16K +$2.13K +14 +15%
PIP
1363
Peachtree Investment Partners
Florida
$16K – – –
LFA
1364
Legend Financial Advisors
Pennsylvania
$15.2K – – –
FMP
1365
Financial Management Professionals
Texas
$15K -$35K -224 -70%
CG
1366
Cutler Group
California
$15K +$15K +100 New
IFAM
1367
Institutional & Family Asset Management
Colorado
$14.9K – – –
WWP
1368
WR Wealth Planners
Missouri
$14.2K – – –
FCAG
1369
First Capital Advisors Group
New Jersey
$14K – – –
MWC
1370
MBM Wealth Consultants
Missouri
$13K – – –
RCM
1371
Rain Capital Management
Oregon
$12.5K +$152 +1 +1%
PA
1372
PSI Advisors
Florida
$12.3K – – –
HR
1373
Howe & Rusling
New York
$12.2K -$60.3K -396 -83%
LWANC
1374
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.2K – – –
PFA
1375
Pathway Financial Advisers
Indiana
$11.5K -$2.45K -16 -18%
53 54
55
56 57