iShares Russell 1000 Value ETF (IWD)

• Market cap: $60B
• 1 day: 0.11%
• 5 days: 2.09%
• 1 month: -3.13%
• 3 months: -6.47%
• 6 months: -3.63%
• Year to date: -1.35%
• 1 year: 6.28%
• 5 years: 65.29%
• 10 years: 75.28%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

238% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 71

28% more repeat investments, than reductions

Existing positions increased: 602 | Existing positions reduced: 472

20% more call options, than puts

Call options by funds: $242M | Put options by funds: $202M

9% more funds holding

Funds holding: 1,557 [Q3] → 1,693 (+136) [Q4]

7% more capital invested

Capital invested by funds: $48.1B [Q3] → $51.7B (+$3.6B) [Q4]

1.3% more ownership

Funds ownership: 80.23% [Q3] → 81.53% (+1.3%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 92 [Q3] → 92 (+0) [Q4]