IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,222 hedge funds and large institutions have $41.7B invested in iShares Russell 1000 Value ETF in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 448 increasing their positions, 380 reducing their positions, and 57 closing their positions.

Holders
1,222
Holders Change
–
Holders Change %
0%
% of All Funds
21.46%
Holding in Top 10
91
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.81%
% of All Funds
1.6%
New
75
Increased
448
Reduced
380
Closed
57
Calls
$85.3M
Puts
$160M
Net Calls
-$74.4M
Net Calls Change
-$110M

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$540M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.24B
3
Morgan Stanley
3
Morgan Stanley
New York
$4.84B
4
JHU
4
Johns Hopkins University
Maryland
$294M
5
Wells Fargo
5
Wells Fargo
California
$1.01B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.98B
2
MB
2
Mizuho Bank
Japan
$0
3
AssetMark Inc
3
AssetMark Inc
California
$53K
4
CB
4
Cooke & Bieler
Pennsylvania
$0
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$205M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.52B 48,076,710 +335,954 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$4.84B 30,948,831 +1,081,943 +4%
Goldman Sachs
3
Goldman Sachs
New York
$2.27B 14,524,535 +521,544 +4%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.24B 14,311,037 +1,390,677 +11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.98B 12,642,573 -1,143,905 -8%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$1.95B 12,206,864 +10,533 +0.1%
Financial Engines Advisors
7
Financial Engines Advisors
California
$1.8B 11,485,293 -370,854 -3%
UBS Group
8
UBS Group
Switzerland
$1.09B 6,934,212 +124,598 +2%
Wells Fargo
9
Wells Fargo
California
$1.01B 6,470,909 +606,480 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1B 6,409,781 +104,626 +2%
BlackRock
11
BlackRock
New York
$847M 5,412,793 -289,098 -5%
SF
12
Synovus Financial
Georgia
$787M 5,031,228 +157,405 +3%
RJA
13
Raymond James & Associates
Florida
$595M 3,804,691 +45,927 +1%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$565M 3,608,456 +44,233 +1%
APF
15
Alaska Permanent Fund
Alaska
$540M 3,451,188 +2,440,822 +242%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$449M 2,871,987 -28,038 -1%
AllianceBernstein
17
AllianceBernstein
Tennessee
$405M 2,588,359 +20,843 +0.8%
Northern Trust
18
Northern Trust
Illinois
$402M 2,568,437 +100,483 +4%
Truist Financial
19
Truist Financial
North Carolina
$365M 2,329,513 +57,953 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$322M 2,060,244 +49,537 +2%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$320M 2,047,666 +91,370 +5%
Citigroup
22
Citigroup
New York
$320M 2,044,479 +72,178 +4%
LPL Financial
23
LPL Financial
California
$308M 1,965,184 +243,620 +14%
JHU
24
Johns Hopkins University
Maryland
$294M 1,876,512 +1,017,789 +119%
Stifel Financial
25
Stifel Financial
Missouri
$278M 1,775,399 +12,140 +0.7%
1
2 3 4 5