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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
1
Bank of America
North Carolina
$8.82B
2
Morgan Stanley
2
Morgan Stanley
New York
$5.66B
3
MB
3
Mizuho Bank
Japan
$252M
4
BlackRock
4
BlackRock
New York
$1.12B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.6B

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$348M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$26.7M
3
JHU
3
Johns Hopkins University
Maryland
$235M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.06B
5
CA
5
CastleArk Alternatives
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
M1FG
1376
Mach-1 Financial Group
Arkansas
$3K +$3K +22 New
PCFFS
1377
Pacific Center for Financial Services
California
$2K – – –
PAIM
1378
Punch & Associates Investment Management
Minnesota
$2K – – –
SIS
1379
Sound Income Strategies
Florida
$1K – – –
AFS
1380
Annapolis Financial Services
Maryland
$1K – – –
BBHC
1381
Brown Brothers Harriman & Co
New York
$906 – – –
LWM
1382
Liberty Wealth Management
California
$223 -$372K -2,317 Closed
WIM
1383
Westside Investment Management
California
$67 – – –
CA
1384
CastleArk Alternatives
Illinois
– -$56M -358,000 Closed
G
1385
Gainplan
Michigan
– -$44.9M -287,171 Closed
FM
1386
Freemont Management
Switzerland
– -$17.4M -111,150 Closed
ECM
1387
ExodusPoint Capital Management
New York
– -$13.8M -88,468 Closed
LOAMU
1388
Lombard Odier Asset Management (USA)
New York
– -$12.9M -82,500 Closed
SGDR
1389
SPX Gestao de Recursos
Brazil
– -$9.88M -63,100 Closed
JF
1390
Jump Financial
Illinois
– -$7.81M -49,877 Closed
TRCT
1391
Tower Research Capital (TRC)
New York
– -$7.7M -49,203 Closed
BOS
1392
Bingham Osborn & Scarborough
California
– -$7.69M -49,146 Closed
MSU
1393
Mizuho Securities USA
New York
– -$6.73M -43,000 Closed
SBH
1394
Segall Bryant & Hamill
Illinois
– -$5.84M -37,323 Closed
GB
1395
Gunma Bank
Japan
– -$2.82M -18,000 Closed
GRP
1396
Global Retirement Partners
California
– -$2.21M -14,107 Closed
WMSA
1397
Weiss Multi-Strategy Advisers
New York
– -$2.19M -14,019 Closed
AUB
1398
Atlantic Union Bankshares
Virginia
– -$1.69M -10,796 Closed
PWS
1399
Peloton Wealth Strategists
Indiana
– -$1.57M -10,035 Closed
TFA
1400
Tobias Financial Advisors
Florida
– -$1.48M -9,480 Closed
54 55
56
57 58