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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 %
CI
301
Cambiar Investors
Colorado
$6.09M -$9.13M -48,090 -60%
UWPG
302
Ullmann Wealth Partners Group
Florida
$6.06M -$6.45K -34 -0.1%
HCA
303
Harbour Capital Advisors
Virginia
$6M – – –
IWM
304
IHT Wealth Management
Illinois
$6M +$704K +3,709 +13%
QCG
305
Quadrant Capital Group
Ohio
$5.97M -$28.5K -150 -0.5%
SFS
306
Sowell Financial Services
Arkansas
$5.96M -$217K -1,145 -4%
EIG
307
Ellenbecker Investment Group
Wisconsin
$5.84M -$133K -700 -2%
BP
308
Ballentine Partners
Massachusetts
$5.82M -$19K -100 -0.3%
PFS
309
Prospera Financial Services
Texas
$5.73M -$584K -3,076 -9%
WSFS
310
Wilmington Savings Fund Society
Delaware
$5.72M +$3.11M +16,401 +119%
WTC
311
WhitTier Trust Company
Nevada
$5.68M -$1.24M -6,552 -18%
BBHC
312
Brown Brothers Harriman & Co
New York
$5.68M +$110K +580 +2%
CGA
313
Crescent Grove Advisors
Illinois
$5.68M -$8.92K -47 -0.2%
TW
314
Towerpoint Wealth
California
$5.66M +$440K +2,316 +8%
BA
315
Brightwater Advisory
Florida
$5.64M -$56.6K -298 -1%
HR
316
Hardy Reed
Mississippi
$5.63M – – –
Aristotle Capital Management
317
Aristotle Capital Management
California
$5.62M +$525K +2,766 +10%
BAMG
318
Brand Asset Management Group
Missouri
$5.61M -$34.7K -183 -0.6%
CB
319
Community Bank
New York
$5.59M -$82.9K -437 -1%
RTL
320
Red Tortoise LLC
Georgia
$5.59M +$26.4K +139 +0.5%
AWA
321
Arete Wealth Advisors
Illinois
$5.54M +$1.47M +7,795 +36%
ASN
322
Advisory Services Network
Georgia
$5.53M – – –
GIA
323
Gladstone Institutional Advisory
Florida
$5.53M -$104K -546 -2%
DI
324
Disciplined Investments
Oklahoma
$5.52M +$18.4K +97 +0.3%
AAS
325
Ameritas Advisory Services
Nebraska
$5.51M -$834K -4,393 -13%
11 12
13
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