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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 %
WT
326
Whittier Trust
California
$6.2M -$209K -1,127 -3%
EB
327
Eastern Bank
Massachusetts
$6.17M +$66.6K +360 +1%
Loomis, Sayles & Company
328
Loomis, Sayles & Company
Massachusetts
$6.17M – – –
MCCA
329
Mill Creek Capital Advisors
Pennsylvania
$6.1M – – –
QC
330
Quent Capital
New York
$6.09M +$753K +4,068 +14%
AIFAIM
331
American Institute for Advanced Investment Management
Arizona
$6.08M -$136K -734 -2%
BBHC
332
Brown Brothers Harriman & Co
New York
$5.98M +$438K +2,366 +8%
Deutsche Bank
333
Deutsche Bank
Germany
$5.98M -$427K -2,309 -7%
Vanguard Group
334
Vanguard Group
Pennsylvania
$5.93M -$51.5K -278 -0.9%
CB
335
Centennial Bank
Arkansas
$5.92M -$690K -3,729 -10%
HCA
336
Harbour Capital Advisors
Virginia
$5.89M – – –
SWP
337
Stratos Wealth Partners
Ohio
$5.82M -$751K -4,056 -11%
QCG
338
Quadrant Capital Group
Ohio
$5.82M -$3.7K -20 -0.1%
UWPG
339
Ullmann Wealth Partners Group
Florida
$5.76M -$145K -781 -2%
GRP
340
Global Retirement Partners
California
$5.67M +$750K +4,052 +15%
BP
341
Ballentine Partners
Massachusetts
$5.66M -$23.1K -125 -0.4%
TW
342
Towerpoint Wealth
California
$5.57M +$47.2K +255 +0.9%
AI
343
Auour Investments
Massachusetts
$5.55M +$109K +563 +2%
WFS
344
Widmann Financial Services
Maryland
$5.52M +$232K +1,252 +4%
CGA
345
Crescent Grove Advisors
Illinois
$5.51M -$26.1K -141 -0.5%
JWCA
346
J.W. Cole Advisors
Florida
$5.5M +$171K +922 +3%
AWA
347
Arete Wealth Advisors
Illinois
$5.5M +$71.8K +388 +1%
HR
348
Hardy Reed
Mississippi
$5.49M – – –
S
349
SignatureFD
Georgia
$5.49M +$225K +1,216 +4%
RTL
350
Red Tortoise LLC
Georgia
$5.48M +$24.6K +133 +0.5%
12 13
14
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