IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

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

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$670M
2
American Century Companies
2
American Century Companies
Missouri
$443M
3
UMC
3
UNC Management Company
North Carolina
$300M
4
FM
4
Forward Management
California
$118M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.51B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.1B
2
Bank of America
2
Bank of America
North Carolina
$8.23B
3
BlackRock
3
BlackRock
New York
$650M
4
MB
4
Mizuho Bank
Japan
$0
5
Wells Fargo
5
Wells Fargo
California
$966M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
1401
Autus Asset Management
Arizona
– -$1.02M -6,046 Closed
WC
1402
Whitney & Co
New York
– -$846K -5,036 Closed
Capital World Investors
1403
Capital World Investors
California
– -$844K -5,027 Closed
Invesco
1404
Invesco
Georgia
– -$813K -4,839 Closed
SCA
1405
St. Clair Advisors
Ohio
– -$809K -4,818 Closed
CGIM
1406
Cannon Global Investment Management
Florida
– -$772K -4,600 Closed
YIH
1407
Y-Intercept (HK)
Hong Kong
– -$747K -4,451 Closed
Capital International Investors
1408
Capital International Investors
California
– -$698K -4,155 Closed
LA
1409
LVW Advisors
New York
– -$672K -3,999 Closed
SSG
1410
Summit Securities Group
New York
– -$621K -3,700 Closed
MPIM
1411
McGinn Penninger Investment Management
Virginia
– -$579K -3,450 Closed
PWAG
1412
Polaris Wealth Advisory Group
California
– -$505K -3,005 Closed
IAA
1413
Independent Advisor Alliance
North Carolina
– -$504K -3,003 Closed
BCM
1414
Bluefin Capital Management
New York
– -$504K -3,000 Closed
NCM
1415
Narwhal Capital Management
Georgia
– -$499K -2,969 Closed
SFA
1416
Source Financial Advisors
New York
– -$497K -2,958 Closed
PIFP
1417
Partners in Financial Planning
Virginia
– -$444K -2,710 Closed
HPCM
1418
High Pointe Capital Management
Illinois
– -$433K -2,580 Closed
CL
1419
CSS LLC
Illinois
– -$420K -2,500 Closed
ACM
1420
Antonetti Capital Management
Florida
– -$414K -2,467 Closed
EAM
1421
Empirical Asset Management
Massachusetts
– -$396K -2,357 Closed
LAS
1422
LWM Advisory Services
Florida
– -$387K -2,304 Closed
GC
1423
GFG Capital
Florida
– -$384K -2,287 Closed
PA
1424
PFG Advisors
Arizona
– -$361K -2,152 Closed
MPW
1425
MA Private Wealth
California
– -$356K -2,117 Closed
55 56
57
58 59