IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,434 hedge funds and large institutions have $38.1B invested in iShares Russell 1000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 403 increasing their positions, 521 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+17
Holders Change %
+1.2%
% of All Funds
22.86%
Holding in Top 10
97
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.3%
% of All Funds
1.55%
New
96
Increased
403
Reduced
521
Closed
61
Calls
$58.6M
Puts
$3.42M
Net Calls
+$55.2M
Net Calls Change
-$6.06M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$244M
2
Comerica Bank
Comerica Bank
Texas
+$148M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$95.6M
4
CWM
Circle Wealth Management
New Jersey
+$94.2M
5
AIA
Alera Investment Advisors
Illinois
+$68.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$610M
2
American Century Companies
American Century Companies
Missouri
-$122M
3
Wells Fargo
Wells Fargo
California
-$81.6M
4
RRAM
River Road Asset Management
Kentucky
-$70.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
551
Summit Trail Advisors
New York
$1.58M +$11.3K +74 +0.7%
SFA
552
Seneca Financial Advisors
New York
$1.57M – – –
DWM
553
Darwin Wealth Management
Florida
$1.57M +$72.3K +476 +5%
PA
554
Parkside Advisors
California
$1.56M -$15.1K -99 -1%
AWM
555
Arista Wealth Management
Nevada
$1.56M – – –
CFG
556
Cooper Financial Group
California
$1.55M -$38.4K -253 -2%
DFS
557
Dixon Fnancial Services
California
$1.55M – – –
MFGP
558
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.55M -$202K -1,328 -12%
FA
559
Fiducient Advisors
Illinois
$1.55M +$646K +4,225 +72%
TI
560
Trexquant Investment
Connecticut
$1.53M +$973K +6,409 +174%
AWM
561
Angeles Wealth Management
California
$1.53M – – –
BP
562
BBR Partners
New York
$1.53M – – –
M
563
MYeCFO
California
$1.52M +$834K +5,493 +121%
PCIA
564
Prime Capital Investment Advisors
Kansas
$1.52M +$327K +2,157 +27%
PA
565
Pinnacle Associates
New York
$1.51M -$122K -803 -7%
MWM
566
Meridian Wealth Management
Kentucky
$1.5M +$742K +4,889 +98%
MIM
567
Miller Investment Management
Pennsylvania
$1.5M – – –
GF
568
Gries Financial
Ohio
$1.49M +$44.3K +292 +3%
SFS
569
Summit Financial Strategies
Ohio
$1.49M – – –
EPA
570
Element Pointe Advisors
Florida
$1.48M – – –
PPC
571
Park Place Capital
Alabama
$1.48M +$7.29K +48 +0.5%
BCM
572
Brookstone Capital Management
Illinois
$1.48M +$163K +1,097 +12%
GG
573
GenWealth Group
New Jersey
$1.47M -$13.4K -88 -0.9%
AWA
574
Aaron Wealth Advisors
Illinois
$1.47M – – –
WLPWM
575
Walled Lake Planning & Wealth Management
Illinois
$1.46M +$28.2K +186 +2%
21 22
23
24 25