IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,405 hedge funds and large institutions have $39.1B invested in iShares Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 375 increasing their positions, 611 reducing their positions, and 113 closing their positions.

Holders
1,405
Holders Change
-51
Holders Change %
-3.5%
% of All Funds
22.49%
Holding in Top 10
99
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.66%
% of All Funds
1.58%
New
92
Increased
375
Reduced
611
Closed
113
Calls
$42.4M
Puts
$13M
Net Calls
+$29.5M
Net Calls Change
+$26.1M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$597M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.73B
3
Goldman Sachs
3
Goldman Sachs
New York
$2.32B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$169M
5
CA
5
Cetera Advisors
Colorado
$56.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.38B
2
Bank of America
2
Bank of America
North Carolina
$7.31B
3
JHU
3
Johns Hopkins University
Maryland
$11.2M
4
American Century Companies
4
American Century Companies
Missouri
$359M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$974M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
26
TIAA FSB
Florida
$207M -$5.65M -37,098 -3%
Citigroup
27
Citigroup
New York
$170M -$85.3M -560,328 -33%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$169M +$21.5M +141,337 +15%
UMC
29
UNC Management Company
North Carolina
$166M – – –
Prudential Financial
30
Prudential Financial
New Jersey
$153M -$660K -4,498 -0.4%
US Bancorp
31
US Bancorp
Minnesota
$153M -$3.31M -21,716 -2%
HighTower Advisors
32
HighTower Advisors
Illinois
$147M -$16.2M -106,127 -10%
WPW
33
Waldron Private Wealth
Pennsylvania
$146M +$4.3M +28,242 +3%
Ameriprise
34
Ameriprise
Minnesota
$146M -$39.8M -261,299 -21%
SP
35
Stairway Partners
Illinois
$133M +$2.86M +18,800 +2%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$130M -$11.4M -74,933 -8%
OC
37
Oakworth Capital
Alabama
$130M -$36.9M -242,301 -22%
CB
38
Commerce Bank
Missouri
$123M -$2.61M -17,117 -2%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$119M -$885K -5,815 -0.7%
Osaic Holdings
40
Osaic Holdings
Arizona
$117M -$8.64M -56,732 -7%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$114M +$303K +1,987 +0.3%
SI
42
Stephens Inc
Arkansas
$107M -$16.7M -109,992 -14%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$105M -$172K -1,129 -0.2%
1SB
44
1ST Source Bank
Indiana
$88.3M +$3.75M +24,622 +4%
Mariner
45
Mariner
Kansas
$85.2M -$775K -5,092 -0.9%
CI Investments Inc
46
CI Investments Inc
Ontario, Canada
$81.6M -$13.6M -89,450 -14%
Creative Planning
47
Creative Planning
Kansas
$77.5M -$4.42M -29,053 -5%
EH
48
Equitable Holdings
New York
$76.4M -$238K -1,563 -0.3%
PI
49
Putnam Investments
Massachusetts
$72.8M +$13.3M +87,534 +22%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$72.4M -$2.71M -17,824 -4%
1
2
3 4 5