IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,565 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, 527 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,565
Holders Change
+61
Holders Change %
+4.06%
% of All Funds
22.64%
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
527
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
+$131M
3
Prudential Financial
Prudential Financial
New Jersey
+$118M
4
JHU
Johns Hopkins University
Maryland
+$91.5M
5
American Century Companies
American Century Companies
Missouri
+$84.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$162M
2
HMH
Hackensack Meridian Health
New Jersey
-$144M
3
Morgan Stanley
Morgan Stanley
New York
-$134M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$124M
5
Goldman Sachs
Goldman Sachs
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFCM
551
Applied Finance Capital Management
Puerto Rico
$2M +$2M +10,514 New
CW
552
CreativeOne Wealth
Kansas
$1.99M +$1.59M +8,390 +396%
PAS
553
Park Avenue Securities
New York
$1.99M -$23.9K -126 -1%
BRWA
554
B. Riley Wealth Advisors
Florida
$1.98M -$452K -2,394 -19%
BCM
555
BluePointe Capital Management
California
$1.98M +$118K +622 +6%
AF
556
Affiance Financial
Minnesota
$1.97M -$2.28K -12 -0.1%
PTC
557
Private Trust Company
Ohio
$1.97M +$225K +1,183 +13%
EI
558
Ellevest Inc
New York
$1.97M -$77.8K -410 -4%
ML
559
McAdam LLC
Pennsylvania
$1.96M +$35.7K +188 +2%
WLPWM
560
Walled Lake Planning & Wealth Management
Illinois
$1.96M -$26K -137 -1%
EIA
561
Eldridge Investment Advisors
New Hampshire
$1.96M -$32.3K -170 -2%
JA
562
JVL Associates
Michigan
$1.94M +$6.07K +32 +0.3%
HF
563
Halpern Financial
Virginia
$1.94M – – –
MFGP
564
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.93M -$5.31K -28 -0.3%
PA
565
Parkside Advisors
California
$1.93M -$71K -374 -4%
BP
566
BBR Partners
New York
$1.91M – – –
GI
567
GAMMA Investing
California
$1.89M +$227K +1,198 +14%
GC
568
Grimes & Company
Massachusetts
$1.88M +$7.78K +41 +0.4%
GLA
569
Great Lakes Advisors
Illinois
$1.86M -$1.88M -9,920 -50%
EPA
570
Element Pointe Advisors
Florida
$1.85M – – –
NFG
571
Nations Financial Group
Iowa
$1.84M +$288K +1,519 +19%
GWWM
572
Great Waters Wealth Management
Minnesota
$1.84M +$7.97K +42 +0.4%
SFS
573
Summit Financial Strategies
Ohio
$1.83M – – –
SC
574
Sapient Capital
Indiana
$1.83M -$1.71K -9 -0.1%
QWP
575
Quotient Wealth Partners
Texas
$1.83M -$28.1K -148 -2%
21 22
23
24 25