IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,564 hedge funds and large institutions have $48.1B invested in iShares Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 524 increasing their positions, 526 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+61
Holders Change %
+4.06%
% of All Funds
22.62%
Holding in Top 10
91
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.41%
% of All Funds
1.32%
New
122
Increased
524
Reduced
526
Closed
41
Calls
$113M
Puts
$124M
Net Calls
-$10.5M
Net Calls Change
-$45.5M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$148M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$843M
3
Prudential Financial
3
Prudential Financial
New Jersey
$368M
4
JHU
4
Johns Hopkins University
Maryland
$210M
5
American Century Companies
5
American Century Companies
Missouri
$112M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.37B
2
HMH
2
Hackensack Meridian Health
New Jersey
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$6.05B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.69B
5
Goldman Sachs
5
Goldman Sachs
New York
$2.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
P
276
&Partners
Tennessee
$6.97M +$1.61M +8,463 +30%
RhumbLine Advisers
277
RhumbLine Advisers
Massachusetts
$6.87M -$233K -1,226 -3%
NP
278
NorthRock Partners
Minnesota
$6.78M -$86.2K -454 -1%
CB
279
Centennial Bank
Arkansas
$6.78M -$50.3K -265 -0.7%
BAAM
280
Baker Avenue Asset Management
California
$6.76M -$499K -2,628 -7%
SWP
281
Stratos Wealth Partners
Ohio
$6.74M -$32.1K -169 -0.5%
WB
282
Webster Bank
Connecticut
$6.71M +$520K +2,742 +8%
BI
283
Ballast Inc
Kentucky
$6.71M +$196K +1,034 +3%
ARG
284
Advisory Resource Group
Oklahoma
$6.7M +$421K +2,220 +7%
CWP
285
CFM Wealth Partners
Texas
$6.66M +$83.9K +442 +1%
LW
286
Linscomb Wealth
Texas
$6.63M -$53K -279 -0.8%
AL
287
Aspiriant LLC
California
$6.59M +$88.6K +467 +1%
WT
288
Whittier Trust
California
$6.57M -$251K -1,323 -4%
Deutsche Bank
289
Deutsche Bank
Germany
$6.56M +$283K +1,491 +5%
SC
290
Sepio Capital
Utah
$6.52M – – –
ATI
291
ARK & TLK Investments
Oklahoma
$6.51M -$23.7K -125 -0.4%
DCM
292
Dimension Capital Management
Florida
$6.45M +$92.4K +487 +1%
BJL
293
Brighton Jones LLC
Washington
$6.39M -$770K -4,056 -11%
AIFAIM
294
American Institute for Advanced Investment Management
Arizona
$6.37M -$76.3K -402 -1%
AF
295
Allworth Financial
California
$6.33M +$27.1K +143 +0.4%
Loomis, Sayles & Company
296
Loomis, Sayles & Company
Massachusetts
$6.32M – – –
EB
297
Eastern Bank
Massachusetts
$6.26M +$4.59M +24,189 +275%
MCCA
298
Mill Creek Capital Advisors
Pennsylvania
$6.25M – – –
Vanguard Group
299
Vanguard Group
Pennsylvania
$6.13M +$16.7K +88 +0.3%
GS
300
GTS Securities
New York
$6.13M +$3.16M +16,636 +106%
10 11
12
13 14