IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,526 hedge funds and large institutions have $45.2B invested in iShares Russell 1000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 441 increasing their positions, 625 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,526
Holders Change
-18
Holders Change %
-1.17%
% of All Funds
22.12%
Holding in Top 10
99
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1%
% of All Funds
1.44%
New
101
Increased
441
Reduced
625
Closed
98
Calls
$89.6M
Puts
$8.77M
Net Calls
+$80.9M
Net Calls Change
+$37.9M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$160M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$135M
3
JRP
Jasper Ridge Partners
California
+$65.5M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$50.1M
5
G
Gainplan
Michigan
+$44.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Bank of America
Bank of America
North Carolina
-$1.05B
3
BlackRock
BlackRock
New York
-$272M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$158M
5
CAM
Cresset Asset Management
Illinois
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
226
Lido Advisors
California
$9.22M -$960K -5,358 -9%
OAM
227
Oppenheimer Asset Management
New York
$9.17M -$37.9M -211,531 -81%
GC
228
Guggenheim Capital
Illinois
$9.08M – – –
JIC
229
Johnson Investment Counsel
Ohio
$8.96M -$646K -3,605 -7%
JWA
230
JFS Wealth Advisors
Pennsylvania
$8.93M +$411K +2,292 +5%
SWA
231
Stratos Wealth Advisors
Ohio
$8.9M -$396K -2,213 -4%
PRWA
232
Platte River Wealth Advisors
Colorado
$8.88M +$1.24M +6,947 +16%
DT
233
Diversified Trust
Tennessee
$8.77M -$3.38M -18,845 -28%
PP
234
Pegasus Partners
Wisconsin
$8.69M – – –
UB
235
UMB Bank
Missouri
$8.51M -$3.01M -16,821 -26%
SWM
236
Segment Wealth Management
Texas
$8.51M -$502K -2,805 -6%
OS
237
Objectivity Squared
South Carolina
$8.48M +$670K +3,831 +9%
TWM
238
Tradition Wealth Management
Minnesota
$8.46M -$9.22M -51,502 -52%
Allspring Global Investments
239
Allspring Global Investments
North Carolina
$8.4M -$5.73M -32,007 -41%
FCP
240
Fidelis Capital Partners
Florida
$8.15M +$5.52M +30,809 +209%
CFG
241
Clayton Financial Group
Missouri
$8.06M +$509K +2,840 +7%
NL
242
NWAM LLC
Washington
$7.89M -$25.7K -144 -0.3%
OFG
243
Oxford Financial Group
Indiana
$7.86M -$247K -1,377 -3%
OFS
244
Oldfather Financial Services
Nebraska
$7.86M +$27.4K +153 +0.3%
PWM
245
Proathlete Wealth Management
Florida
$7.86M +$1.26M +7,011 +19%
HW
246
Hancock Whitney
Mississippi
$7.85M -$493K -2,754 -6%
SC
247
Sierra Capital
Florida
$7.82M +$2.41M +13,482 +45%
SW
248
SlateStone Wealth
Florida
$7.77M +$211K +1,179 +3%
HSA
249
HBK Sorce Advisory
Pennsylvania
$7.77M -$102K -568 -1%
MAM
250
Marquette Asset Management
Minnesota
$7.63M -$78.5K -438 -1%
8 9
10
11 12