IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,417 hedge funds and large institutions have $39.9B invested in iShares Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 434 increasing their positions, 545 reducing their positions, and 70 closing their positions.

Holders
1,417
Holders Change
+12
Holders Change %
+0.85%
% of All Funds
22.35%
Holding in Top 10
93
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.06%
% of All Funds
1.47%
New
95
Increased
434
Reduced
545
Closed
70
Calls
$69.7M
Puts
$8.47M
Net Calls
+$61.2M
Net Calls Change
+$31.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.07B
2
HMH
2
Hackensack Meridian Health
New Jersey
$114M
3
APF
3
Alaska Permanent Fund
Alaska
$106M
4
RRAM
4
River Road Asset Management
Kentucky
$70.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$193M

Top Sellers

1
BlackRock
1
BlackRock
New York
$414M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$226M
3
American Century Companies
3
American Century Companies
Missouri
$225M
4
UMC
4
UNC Management Company
North Carolina
$108M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$957M
Name Market Value Shares Shares
Change 		Shares
Change %
WB
251
Webster Bank
Connecticut
$7.52M 47,669 -5,238 -10%
NL
252
NWAM LLC
Washington
$7.5M 47,506 -1,519 -3%
JWA
253
JFS Wealth Advisors
Pennsylvania
$7.34M 46,520 +613 +1%
JF
254
Jump Financial
Illinois
$7.32M 46,400 +21,962 +90%
OIA
255
OneDigital Investment Advisors
Kansas
$7.26M 46,012 -176 -0.4%
OC
256
Oppenheimer & Co
New York
$6.99M 44,289 +1,917 +5%
SWA
257
Stratos Wealth Advisors
Ohio
$6.97M 44,156 +11,419 +35%
Neuberger Berman Group
258
Neuberger Berman Group
New York
$6.95M 44,045 -1,267 -3%
USCWA
259
U.S. Capital Wealth Advisors
Texas
$6.88M 43,599 -589 -1%
Kayne Anderson Rudnick Investment Management
260
Kayne Anderson Rudnick Investment Management
California
$6.87M 43,540 -462 -1%
ATPW
261
Ashton Thomas Private Wealth
Arizona
$6.87M 43,533 -673 -2%
SHWM
262
Smith & Howard Wealth Management
Georgia
$6.8M 43,114 -1,717 -4%
WC
263
Waterloo Capital
Texas
$6.78M 42,935 -7,773 -15%
1WM
264
1900 Wealth Management
Texas
$6.74M 42,673 +26 +0.1%
OFG
265
Oxford Financial Group
Indiana
$6.67M 42,250 – –
RDIA
266
RE Dickinson Investment Advisors
Iowa
$6.67M 42,242 +1,228 +3%
PRWA
267
Platte River Wealth Advisors
Colorado
$6.66M 42,202 -2,380 -5%
OFS
268
Oldfather Financial Services
Nebraska
$6.65M 42,134 -261 -0.6%
JFG
269
Jefferies Financial Group
New York
$6.61M 41,902 -1,208 -3%
LW
270
Linscomb Wealth
Texas
$6.51M 41,258 -16,020 -28%
HW
271
Hancock Whitney
Mississippi
$6.51M 41,248 +476 +1%
SW
272
SlateStone Wealth
Florida
$6.46M 40,910 +2,365 +6%
WTC
273
WhitTier Trust Company
Nevada
$6.42M 40,688 -2,669 -6%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$6.28M 39,791 +16,351 +70%
ABC
275
Associated Banc-Corp
Wisconsin
$6.27M 39,713 -1,779 -4%
9 10
11
12 13