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iShares Russell 1000 Value ETF
IWD

1,519 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 87 funds opening new positions, 485 increasing their positions, 548 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,073% more call options, than puts

Call options by funds: $38.3M | Put options by funds: $3.26M

5% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 83

0.21% less ownership

Funds ownership: 80.36% → 80.16% (-0.21%)

1% less capital invested

Capital invested by funds: $45.2B → $44.6B (-$653M)

1% less funds holding

Funds holding: 1,540 → 1,519 (-21)

10% less funds holding in top 10

Funds holding in top 10: 100 → 90 (-10)

11% less repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 548

Holders
1,519
Holders Change
-21
Holders Change %
-1.36%
% of All Funds
21.94%
Holding in Top 10
90
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10%
% of All Funds
1.3%
New
87
Increased
485
Reduced
548
Closed
83
Calls
$38.3M
Puts
$3.26M
Net Calls
+$35M
Net Calls Change
-$45.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$824M
2
AssetMark Inc
AssetMark Inc
California
+$101M
3
APF
Alaska Permanent Fund
Alaska
+$93.8M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$93.4M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$77.8M

Top Sellers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
-$404M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$137M
3
JP Morgan Chase
JP Morgan Chase
New York
-$124M
4
AIA
Alera Investment Advisors
Illinois
-$97.9M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$89.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Cahaba Wealth Management
Georgia
$2.23M -$88.3K -505 -4%
CFO
502
Custos Family Office
Texas
$2.23M -$12.2K -70 -0.5%
BFG
503
Baron Financial Group
New Jersey
$2.22M -$49.8K -285 -2%
LCM
504
Logan Capital Management
Pennsylvania
$2.22M – – –
T. Rowe Price Associates
505
T. Rowe Price Associates
Maryland
$2.2M -$263K -1,507 -11%
BWM
506
BigSur Wealth Management
Florida
$2.2M – – –
GJWM
507
Gilliland Jeter Wealth Management
Arkansas
$2.2M +$7.34K +42 +0.3%
AIP
508
Almanack Investment Partners
Pennsylvania
$2.18M +$2.1K +12 +0.1%
IFPG
509
Intrepid Financial Planning Group
Indiana
$2.18M -$16.6K -95 -0.8%
ZB
510
Zions Bancorporation
Utah
$2.18M -$152K -870 -7%
GBT
511
Grove Bank & Trust
Florida
$2.17M – – –
JIC
512
Joel Isaacson & Co
New York
$2.17M -$127K -729 -6%
OPCM
513
Osborne Partners Capital Management
California
$2.16M – – –
BAM
514
Berkshire Asset Management
Pennsylvania
$2.15M -$7.87K -45 -0.4%
AB
515
Atlas Brown
Kentucky
$2.15M +$2.45K +14 +0.1%
VIA
516
Vantagepoint Investment Advisers
District of Columbia
$2.15M – – –
AWM
517
Apollon Wealth Management
South Carolina
$2.14M +$1.57K +9 +0.1%
FFN
518
Focus Financial Network
Minnesota
$2.12M +$8.57K +49 +0.4%
National Bank of Canada
519
National Bank of Canada
Quebec, Canada
$2.11M -$171K -980 -7%
NFC
520
Northeast Financial Consultants
Connecticut
$2.1M – – –
AFG
521
ABLE Financial Group
Arizona
$2.06M +$135K +771 +7%
APP
522
Avantax Planning Partners
Iowa
$2.06M -$56.7K -324 -3%
CGL
523
Clarius Group LLC
Washington
$2.02M – – –
TSW
524
Thompson Siegel & Walmsley
Virginia
$2.02M +$53.2K +304 +3%
CNBT
525
Canandaigua National Bank & Trust
New York
$2.01M +$2.01M +11,516 New
19 20
21
22 23

IWD Hedge Fund Activity: Q2 2024 in Review

1,519 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2024, worth a combined $44.6B — down 1.4% from $45.2B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IWD positions and 83 closed out — a net gain of 4 holders — while 485 added to existing stakes and 548 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $824M. The largest seller was Jones Financial Companies, cutting an estimated $404M.

  • 1,519 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2024, down from 1,540 in Q1 2024.
  • Funds reported $44.6B of iShares Russell 1000 Value ETF stock for Q2 2024, down 1.4% quarter-over-quarter.
  • 87 funds opened new iShares Russell 1000 Value ETF positions in Q2 2024 and 83 closed out, a net change of +4 holders.
  • The largest iShares Russell 1000 Value ETF buyer in Q2 2024 was Morgan Stanley, an estimated $824M added.
  • The largest iShares Russell 1000 Value ETF seller in Q2 2024 was Jones Financial Companies, an estimated $404M sold.

Based on aggregated 13F filings for Q2 2024.