IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,313 hedge funds and large institutions have $38.5B invested in iShares Russell 1000 Value ETF in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 437 increasing their positions, 446 reducing their positions, and 89 closing their positions.

Holders
1,313
Holders Change
-27
Holders Change %
-2.01%
% of All Funds
22.7%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
1.88%
New
80
Increased
437
Reduced
446
Closed
89
Calls
$24M
Puts
$10.2M
Net Calls
+$13.8M
Net Calls Change
-$67.3M

Top Buyers

1
JHU
1
Johns Hopkins University
Maryland
$293M
2
American Century Companies
2
American Century Companies
Missouri
$537M
3
JRP
3
Jasper Ridge Partners
California
$224M
4
BWCS
4
Beirne Wealth Consulting Services
Connecticut
$68.1M
5
PFO
5
Pathstone Family Office
New Jersey
$93.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.82B
2
APF
2
Alaska Permanent Fund
Alaska
$246M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.14B
4
Bank of America
4
Bank of America
North Carolina
$6.83B
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
SMFG
176
Sumitomo Mitsui Financial Group
Japan
$13.3M 98,000 -49,000 -33%
RVPG
177
Relative Value Partners Group
$12.9M 94,757 +22,030 +30%
VOYA Investment Management
178
VOYA Investment Management
Georgia
$12.9M 95,080 -32,044 -25%
Citadel Advisors
179
Citadel Advisors
Florida
$12.8M 94,092 +94,092 New
CWC
180
Carolinas Wealth Consulting
North Carolina
$12.8M 93,751 -2,229 -2%
Boston Partners
181
Boston Partners
Massachusetts
$12.7M 90,626 +7,893 +10%
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$12.6M 92,956 +88,450 +1,963%
CF
183
Copperwynd Financial
Arizona
$12.5M 92,210 +85 +0.1%
EWA
184
EP Wealth Advisors
California
$12.5M 91,706 +13,691 +18%
HF
185
HRT Financial
New York
$12.4M 91,519 +91,519 New
WANY
186
Wealthspire Advisors (New York)
New York
$12.3M 90,631 +8,765 +11%
GIM
187
Goelzer Investment Management
Indiana
$12.1M 88,967 -4,056 -4%
HTC
188
Haverford Trust Company
Pennsylvania
$11.8M 86,914 -138 -0.2%
CM
189
Churchill Management
California
$11.8M 86,873 -5,157 -6%
MWM
190
Mission Wealth Management
California
$11.8M 86,852 +38,322 +79%
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$11.7M 86,119 +39,300 +84%
SAM
192
Silvercrest Asset Management
New York
$11.6M 85,527 +1,929 +2%
MG
193
Mather Group
Illinois
$11.6M 85,022 -4,733 -5%
RJT
194
Raymond James Trust
Florida
$11.4M 83,749 -1,458 -2%
MIM
195
MetLife Investment Management
New Jersey
$11.3M 82,800 +54,400 +192%
TA
196
TruWealth Advisors
Louisiana
$11.2M 82,063 +6,909 +9%
Cerity Partners
197
Cerity Partners
New York
$11.1M 81,944 +2,066 +3%
WJA
198
Willis Johnson & Associates
Texas
$11M 81,111 -692 -0.8%
VWA
199
Visionary Wealth Advisors
Illinois
$11M 80,852 -504 -0.6%
RhumbLine Advisers
200
RhumbLine Advisers
Massachusetts
$11M 80,659 +5,060 +7%
6 7
8
9 10