IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,713 hedge funds and large institutions have $51.8B invested in iShares Russell 1000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 606 increasing their positions, 476 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
+149
Holders Change %
+9.53%
% of All Funds
22.81%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.26%
New
249
Increased
606
Reduced
476
Closed
71
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.1B
2
Bank of America
2
Bank of America
North Carolina
$10B
3
Wells Fargo
3
Wells Fargo
California
$1.16B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.46B
5
Prudential Financial
5
Prudential Financial
New Jersey
$549M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$738M
2
IAIM
2
International Assets Investment Management
Florida
$1.97M
3
BlackRock
3
BlackRock
New York
$380M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$228M
5
RRAM
5
River Road Asset Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
226
Aptus Capital Advisors
Alabama
$11.7M +$1.12M +6,046 +11%
WJA
227
Willis Johnson & Associates
Texas
$11.6M -$242K -1,306 -2%
I2I
228
Insight 2811 Inc
Illinois
$11.5M -$246K -1,331 -2%
BCG
229
Breakwater Capital Group
New Jersey
$11.5M -$172K -931 -1%
SWP
230
Sagespring Wealth Partners
Tennessee
$11.3M +$11.3M +61,277 New
GPW
231
Genesis Private Wealth
Virginia
$11.3M +$11.3M +60,936 New
PA
232
Prism Advisors
California
$11.2M -$56.7K -306 -0.5%
FWM
233
FMA Wealth Management
Massachusetts
$11.2M -$51.5K -278 -0.5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
234
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.1M +$11.1M +60,000 New
ATPW
235
Ashton Thomas Private Wealth
Arizona
$11.1M +$334K +1,805 +3%
Harris Associates
236
Harris Associates
Illinois
$11M +$11M +59,610 New
WB
237
West Bancorporation
Iowa
$10.7M +$115K +622 +1%
AWE
238
Avidian Wealth Enterprises
Texas
$10.6M +$60.7K +328 +0.6%
Macquarie Group
239
Macquarie Group
Australia
$10.6M +$9.79M +52,898 +1,280%
SCM
240
Sterling Capital Management
North Carolina
$10.5M +$10.5M +56,923 New
HTC
241
Haverford Trust Company
Pennsylvania
$10.5M -$368K -1,989 -3%
BF
242
BOK Financial
Oklahoma
$10.5M -$723K -3,939 -6%
MIM
243
MetLife Investment Management
New Jersey
$10.5M +$1.06M +5,700 +11%
IP
244
Investment Partners
Ohio
$10.4M +$2.04K +11 +0%
JFGIW
245
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.4M -$19.5M -100,933 -65%
SW
246
SlateStone Wealth
Florida
$10.4M +$1.46M +7,906 +16%
VWA
247
Visionary Wealth Advisors
Illinois
$10.4M -$193K -1,040 -2%
MG
248
Mather Group
Illinois
$10.4M -$152K -823 -1%
NA
249
Nottingham Advisors
New York
$10.3M -$1.14M -6,183 -10%
SF
250
Summit Financial
New Jersey
$10.2M +$1.35M +7,311 +15%
8 9
10
11 12