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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,503 hedge funds and large institutions have $44.6B invested in iShares Russell 1000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 482 increasing their positions, 544 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-23
Holders Change %
-1.51%
% of All Funds
21.86%
Holding in Top 10
88
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11.11%
% of All Funds
1.28%
New
85
Increased
482
Reduced
544
Closed
82
Calls
$38.3M
Puts
$3.26M
Net Calls
+$35M
Net Calls Change
-$45.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$5.69B
2
AssetMark Inc
AssetMark Inc
California
$101M
3
APF
Alaska Permanent Fund
Alaska
$452M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$107M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$116M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.06B
2
GA
GFS Advisors
Texas
$2.69M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.67B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.57B
5
AIA
Alera Investment Advisors
Illinois
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
476
Evanson Asset Management
California
$2.5M -$228K -1,308 -8%
IAA
477
Ironsides Asset Advisors
North Carolina
$2.49M -$523 -3 -0%
AI
478
Accredited Investors
Minnesota
$2.48M -$136K -777 -5%
FFA
479
Founders Financial Alliance
North Carolina
$2.48M -$34.4K -197 -1%
SBWIC
480
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.44M – – –
WAG
481
Winthrop Advisory Group
Massachusetts
$2.43M -$159K -912 -6%
AI
482
Arvest Investments
Arkansas
$2.43M -$2.54M -14,573 -51%
WSFS
483
Wilmington Savings Fund Society
Delaware
$2.4M -$76.8K -440 -3%
KCM
484
Kanawha Capital Management
Virginia
$2.38M +$31.4K +180 +1%
AWM
485
Axxcess Wealth Management
California
$2.37M -$232K -1,327 -9%
AWP
486
Ascent Wealth Partners
New York
$2.36M -$247K -1,417 -9%
NB
487
Nicolet Bankshares
Wisconsin
$2.35M -$240K -1,375 -9%
WWA
488
WCG Wealth Advisors
Nevada
$2.35M -$50.6K -290 -2%
PWP
489
Precedent Wealth Partners
Texas
$2.33M – – –
WAL
490
W Advisors LLC
Tennessee
$2.33M +$31.2K +179 +1%
IIC
491
Ironwood Investment Counsel
Arizona
$2.32M +$27.9K +160 +1%
LSA
492
Lion Street Advisors
Texas
$2.31M -$96K -550 -4%
DFS
493
Dixon Fnancial Services
California
$2.27M – – –
FDCP
494
Foster Dykema Cabot & Partners
Massachusetts
$2.26M – – –
BRWA
495
B. Riley Wealth Advisors
Florida
$2.25M -$833K -4,777 -27%
EWM
496
Evercore Wealth Management
New York
$2.25M -$6.98K -40 -0.3%
SI
497
Saxon Interests
Texas
$2.24M +$274K +1,569 +14%
CWM
498
Cahaba Wealth Management
Georgia
$2.23M -$88.1K -505 -4%
CFO
499
Custos Family Office
Texas
$2.23M -$12.2K -70 -0.5%
BFG
500
Baron Financial Group
New Jersey
$2.22M -$49.7K -285 -2%
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