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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$5.07B
2
HMH
Hackensack Meridian Health
New Jersey
$114M
3
RRAM
River Road Asset Management
Kentucky
$70.2M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$193M
5
MWM
Modera Wealth Management
New Jersey
$75.6M

Top Sellers

1
BlackRock
BlackRock
New York
$414M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$226M
3
American Century Companies
American Century Companies
Missouri
$225M
4
UMC
UNC Management Company
North Carolina
$108M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$957M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
326
Sierra Capital
Florida
$4.75M +$631 +4 +0%
GVAG
327
Great Valley Advisor Group
Delaware
$4.74M +$14.7K +93 +0.3%
CB
328
Centennial Bank
Arkansas
$4.72M +$170K +1,075 +4%
EIG
329
Ellenbecker Investment Group
Wisconsin
$4.72M +$10.3K +65 +0.2%
HR
330
Hardy Reed
Mississippi
$4.68M – – –
BAMG
331
Brand Asset Management Group
Missouri
$4.67M -$116K -735 -2%
TLA
332
Tanglewood Legacy Advisors
Texas
$4.66M -$43.7K -277 -0.9%
AI
333
Auour Investments
Massachusetts
$4.61M +$4.61M +29,208 New
DI
334
Disciplined Investments
Oklahoma
$4.6M -$4.52M -28,619 -50%
R
335
Rebalance
California
$4.57M – – –
RTL
336
Red Tortoise LLC
Georgia
$4.55M -$10.1K -64 -0.2%
JFG
337
JMG Financial Group
Illinois
$4.53M +$293K +1,859 +7%
RCIM
338
Red Cedar Investment Management
Michigan
$4.52M – – –
TWM
339
Tolleson Wealth Management
Texas
$4.52M -$50.5K -320 -1%
JWCA
340
J.W. Cole Advisors
Florida
$4.51M +$29K +184 +0.6%
RWG
341
Regal Wealth Group
California
$4.5M -$14.9M -95,198 -77%
SFB
342
STAR Financial Bank
Indiana
$4.5M -$262K -1,661 -6%
Bessemer Group
343
Bessemer Group
New Jersey
$4.49M -$10.5M -66,625 -70%
BJL
344
Brighton Jones LLC
Washington
$4.48M +$120K +760 +3%
GIA
345
Gladstone Institutional Advisory
Florida
$4.47M +$1.58K +10 +0%
PFS
346
Prospera Financial Services
Texas
$4.47M +$632K +4,003 +16%
CB
347
Community Bank
New York
$4.46M +$78.1K +495 +2%
DWT
348
Dorsey & Whitney Trust
South Dakota
$4.45M +$90.3K +572 +2%
MCWS
349
McKinley Carter Wealth Services
West Virginia
$4.4M -$48.5K -307 -1%
HWA
350
Hillcrest Wealth Advisors
New Jersey
$4.39M -$86.8K -550 -2%
12 13
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