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 %
PI
276
PineBridge Investments
New York
$8.09M +$2.76M +14,928 +52%
AF
277
Allworth Financial
California
$8.07M +$1.64M +8,535 +26%
OFS
278
Oldfather Financial Services
Nebraska
$8.01M +$50.2K +271 +0.6%
AFP
279
Ausdal Financial Partners
Iowa
$7.98M +$48.3K +261 +0.6%
MCM
280
Morton Capital Management
California
$7.93M +$1.06M +5,701 +15%
WFA
281
Wellspring Financial Advisors
Ohio
$7.85M -$37.2K -201 -0.5%
MAM
282
Marquette Asset Management
Minnesota
$7.82M +$26.3K +142 +0.3%
ACA
283
Anchor Capital Advisors
Massachusetts
$7.81M +$4.92M +26,599 +171%
HNB
284
Huntington National Bank
Ohio
$7.79M -$8.26M – –
R
285
Rebalance
California
$7.78M +$56.6K +306 +0.7%
LAM
286
Lyrical Asset Management
New York
$7.7M +$6.4M +34,587 +492%
CFG
287
Citizens Financial Group
Rhode Island
$7.67M +$2.72M +14,711 +55%
OFG
288
Oxford Financial Group
Indiana
$7.66M -$250K -1,348 -3%
NIG
289
NFJ Investment Group
Texas
$7.66M +$7.31M +39,485 +2,078%
Jane Street
290
Jane Street
New York
$7.64M +$7.12M +38,460 +1,359%
SCA
291
Snowden Capital Advisors
New York
$7.56M -$28.3K -153 -0.4%
SEI Investments
292
SEI Investments
Pennsylvania
$7.56M +$2.3M +12,427 +44%
SHWM
293
Smith & Howard Wealth Management
Georgia
$7.49M -$52.6K -284 -0.7%
ABC
294
Associated Banc-Corp
Wisconsin
$7.41M +$27.8K +150 +0.4%
JF
295
Jump Financial
Illinois
$7.39M +$7.39M +39,914 New
AIA
296
Arbor Investment Advisors
North Carolina
$7.26M +$61.1K +330 +0.8%
SFS
297
Sowell Financial Services
Arkansas
$7.19M +$1.38M +7,458 +24%
FF
298
Finley Financial
Nevada
$7.16M +$7.16M +37,912 New
OIA
299
OneDigital Investment Advisors
Kansas
$7.14M +$63.9K +345 +0.9%
PA
300
Parallel Advisors
California
$7.12M +$107K +580 +2%
10 11
12
13 14