IWD icon

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
BNP Paribas Financial Markets
France
$148M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$843M
3
Prudential Financial
Prudential Financial
New Jersey
$368M
4
JHU
Johns Hopkins University
Maryland
$210M
5
American Century Companies
American Century Companies
Missouri
$112M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.37B
2
HMH
Hackensack Meridian Health
New Jersey
$0
3
Morgan Stanley
Morgan Stanley
New York
$6.05B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.69B
5
Goldman Sachs
Goldman Sachs
New York
$2.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
AGP
476
Autumn Glory Partners
Texas
$2.76M – – –
GSAM
477
Grant Street Asset Management
Pennsylvania
$2.76M -$26.6K -140 -1%
PA
478
Procyon Advisors
Connecticut
$2.75M -$17.5K -92 -0.6%
IAA
479
Ironsides Asset Advisors
North Carolina
$2.73M +$14K +74 +0.5%
TG
480
TCW Group
California
$2.72M +$2.72M +14,352 New
EAM
481
Evanson Asset Management
California
$2.72M +$190 +1 +0%
IWA
482
Icon Wealth Advisors
Texas
$2.71M +$1.71K +9 +0.1%
FWTB
483
First Western Trust Bank
Colorado
$2.7M -$65.5K -345 -2%
AI
484
Accredited Investors
Minnesota
$2.7M – – –
FFA
485
Founders Financial Alliance
North Carolina
$2.69M -$2.09K -11 -0.1%
T. Rowe Price Associates
486
T. Rowe Price Associates
Maryland
$2.66M +$261K +1,375 +11%
SBWIC
487
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.65M – – –
KCM
488
Kanawha Capital Management
Virginia
$2.65M +$60.7K +320 +2%
TSW
489
Thompson Siegel & Walmsley
Virginia
$2.64M +$445K +2,342 +20%
LCM
490
Logan Capital Management
Pennsylvania
$2.61M +$197K +1,037 +8%
CWM
491
Cahaba Wealth Management
Georgia
$2.59M +$163K +860 +7%
PWP
492
Precedent Wealth Partners
Texas
$2.54M +$5.13K +27 +0.2%
WWA
493
WCG Wealth Advisors
Nevada
$2.53M -$27.7K -146 -1%
IIC
494
Ironwood Investment Counsel
Arizona
$2.51M -$6.83K -36 -0.3%
WAL
495
W Advisors LLC
Tennessee
$2.51M -$19.4K -102 -0.8%
AWP
496
Ascent Wealth Partners
New York
$2.51M -$58.5K -308 -2%
SI
497
Saxon Interests
Texas
$2.47M +$31.9K +168 +1%
MWA
498
Monograph Wealth Advisors
California
$2.47M +$458K +2,412 +23%
DFS
499
Dixon Fnancial Services
California
$2.47M – – –
GJWM
500
Gilliland Jeter Wealth Management
Arkansas
$2.46M +$66.8K +352 +3%
18 19
20
21 22