IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,714 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, 477 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,714
Holders Change
+149
Holders Change %
+9.52%
% 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
477
Closed
71
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.2B
2
Bank of America
Bank of America
North Carolina
+$870M
3
Wells Fargo
Wells Fargo
California
+$312M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$259M
5
Prudential Financial
Prudential Financial
New Jersey
+$190M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$406M
2
IAIM
International Assets Investment Management
Florida
-$258M
3
BlackRock
BlackRock
New York
-$101M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$94.9M
5
RRAM
River Road Asset Management
Kentucky
-$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
526
Icon Wealth Advisors
Texas
$2.64M -$4.44K -24 -0.2%
MFWP
527
Mosaic Family Wealth Partners
Missouri
$2.63M -$64.2K -347 -2%
AI
528
Accredited Investors
Minnesota
$2.63M -$1.11K -6 -0%
RWP
529
RWA Wealth Partners
Massachusetts
$2.63M -$13.1M -70,785 -83%
FFA
530
Founders Financial Alliance
North Carolina
$2.62M -$5.55K -30 -0.2%
GI
531
GAMCO Investors
Connecticut
$2.59M -$278K -1,500 -10%
SBWIC
532
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.59M – – –
GAB
533
German American Bancorp
Indiana
$2.58M -$266K -1,435 -9%
AWM
534
Apollon Wealth Management
South Carolina
$2.55M +$277K +1,498 +12%
KCM
535
Kanawha Capital Management
Virginia
$2.52M -$58.3K -315 -2%
CWM
536
Cahaba Wealth Management
Georgia
$2.52M -$7.04K -38 -0.3%
EAM
537
Evanson Asset Management
California
$2.5M -$154K -832 -6%
PWP
538
Precedent Wealth Partners
Texas
$2.48M – – –
IIC
539
Ironwood Investment Counsel
Arizona
$2.48M +$29.1K +157 +1%
MSWM
540
McGlone Suttner Wealth Management
Wisconsin
$2.48M +$2.48M +13,385 New
WWA
541
WCG Wealth Advisors
Nevada
$2.48M +$8.15K +44 +0.3%
PTC
542
Private Trust Company
Ohio
$2.47M +$545K +2,944 +28%
GI
543
GAMMA Investing
California
$2.47M +$628K +3,391 +34%
SWA
544
Serenus Wealth Advisors
California
$2.46M +$2.46M +13,281 New
LSA
545
Lion Street Advisors
Texas
$2.45M +$55.5K +300 +2%
FFG
546
Fortress Financial Group
Minnesota
$2.43M +$2.43M +13,105 New
DFS
547
Dixon Fnancial Services
California
$2.41M – – –
GJWM
548
Gilliland Jeter Wealth Management
Arkansas
$2.38M -$15K -81 -0.6%
PEA
549
Park Edge Advisors
Ohio
$2.37M +$2.01M +10,842 +551%
JIC
550
Joel Isaacson & Co
New York
$2.37M +$26.1K +141 +1%
20 21
22
23 24