IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

998 hedge funds and large institutions have $28.5B invested in iShares Russell 1000 Value ETF in 2020 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 323 increasing their positions, 391 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+13
Holders Change %
+1.32%
% of All Funds
20.19%
Holding in Top 10
71
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.9%
% of All Funds
1.44%
New
83
Increased
323
Reduced
391
Closed
60
Calls
$91M
Puts
$439M
Net Calls
-$348M
Net Calls Change
-$311M

Top Buyers

1
AC
Allstate Corporation
Illinois
$137M
2
Bank of America
Bank of America
North Carolina
$5.33B
3
AllianceBernstein
AllianceBernstein
Tennessee
$177M
4
Goldman Sachs
Goldman Sachs
New York
$1.44B
5
UBS Group
UBS Group
Switzerland
$697M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.74B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$938K
3
JRP
Jasper Ridge Partners
California
$120M
4
Stifel Financial
Stifel Financial
Missouri
$161M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
126
MV Capital Management
Maryland
$13M +$567K +4,803 +5%
PSUF
127
People's United Financial
Connecticut
$12.9M -$1.35M -11,428 -9%
QI
128
QS Investors
New York
$12.8M – – –
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$12.8M +$5.14M +43,483 +67%
BCM
130
BTC Capital Management
Iowa
$12.7M +$210K +1,774 +2%
TRCT
131
Tower Research Capital (TRC)
New York
$12.4M +$10.6M +89,746 +576%
Aristotle Capital Management
132
Aristotle Capital Management
California
$12.3M -$503K -4,259 -4%
Barclays
133
Barclays
United Kingdom
$12.3M +$5.76M +48,800 +88%
GW
134
GW & Wade
Massachusetts
$11.6M +$195K +1,654 +2%
GIM
135
Goelzer Investment Management
Indiana
$11.5M -$3.32M -28,132 -22%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$11.4M +$9.81M +82,061 +601%
GIA
137
GHP Investment Advisors
Colorado
$11.4M +$243K +2,053 +2%
ANTB
138
AMG National Trust Bank
Colorado
$10.9M -$1.1M -9,270 -9%
SAM
139
Silvercrest Asset Management
New York
$10.9M -$955K -8,086 -8%
EIG
140
Ellenbecker Investment Group
Wisconsin
$10.8M +$60.8K +515 +0.6%
RJT
141
Raymond James Trust
Florida
$10.7M +$201K +1,704 +2%
CWC
142
Carolinas Wealth Consulting
North Carolina
$10.7M +$304K +2,575 +3%
CP
143
Covenant Partners
Tennessee
$10.7M -$361K -3,058 -3%
SEI Investments
144
SEI Investments
Pennsylvania
$10.5M -$24.9M -210,708 -70%
WA
145
Waverly Advisors
Alabama
$10.1M -$28K -240 -0.3%
NYLIM
146
New York Life Investment Management
New York
$10M -$4.72M -39,943 -32%
AAS
147
Avantax Advisory Services
Texas
$10M +$6.49M +54,902 +183%
WSFS
148
Wilmington Savings Fund Society
Delaware
$9.89M +$304K +2,576 +3%
FWIA
149
Fort Washington Investment Advisors
Ohio
$9.85M +$115K +975 +1%
KP
150
Keel Point
Alabama
$9.78M +$1.84M +15,595 +23%
4 5
6
7 8