IWD icon

iShares Russell 1000 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
151
Oppenheimer Asset Management
New York
$9.68M +$1.15M +9,765 +14%
APP
152
Avantax Planning Partners
Iowa
$9.6M -$5.48M -46,376 -36%
DW
153
Domani Wealth
Pennsylvania
$9.46M -$2.32M -19,607 -20%
Two Sigma Investments
154
Two Sigma Investments
New York
$9.45M +$7.52M +63,700 +391%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$9.36M -$757K -6,404 -7%
DT
156
Diversified Trust
Tennessee
$9.33M +$620K +5,247 +7%
FAAS
157
First Allied Advisory Services
California
$9.2M -$932K -7,891 -9%
MAM
158
Meeder Asset Management
Ohio
$9.17M +$577K +4,884 +7%
CA
159
Cetera Advisors
Colorado
$9.16M -$1.38M -11,651 -13%
MBT
160
Montecito Bank & Trust
California
$9.07M -$237K -2,006 -3%
WAM
161
Wealthspire Advisors (Maryland)
Maryland
$9.04M +$4.58M +38,811 +103%
EC
162
Estate Counselors
Wisconsin
$9M +$725K +6,140 +9%
PA
163
Prism Advisors
California
$8.91M -$877K -7,426 -9%
IP
164
Investment Partners
Ohio
$8.84M +$1.65K +14 +0%
JFGIW
165
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.79M -$1.17M -9,878 -12%
GMA
166
Goldstein Munger & Associates
California
$8.77M +$198K +1,672 +2%
RhumbLine Advisers
167
RhumbLine Advisers
Massachusetts
$8.68M +$2.96M +25,060 +52%
ICMP
168
Integrated Capital Management (Pennsylvania)
Pennsylvania
$8.57M -$247K -2,090 -3%
Citadel Advisors
169
Citadel Advisors
Florida
$8.54M +$8.54M +72,288 New
AF
170
Advisornet Financial
Minnesota
$8.42M -$486K -4,113 -5%
IFO
171
Independent Family Office
New York
$8.33M +$7.68K +65 +0.1%
DI
172
Disciplined Investments
Oklahoma
$8.19M +$1.42K +12 +0%
LW
173
Linscomb Wealth
Texas
$8.14M -$139K -1,178 -2%
BWCS
174
Beirne Wealth Consulting Services
Connecticut
$8.1M -$96K -813 -1%
EWA
175
EP Wealth Advisors
California
$8.09M -$998K -8,446 -11%