IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,527 hedge funds and large institutions have $45.2B invested in iShares Russell 1000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 442 increasing their positions, 625 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,527
Holders Change
-18
Holders Change %
-1.17%
% of All Funds
22.13%
Holding in Top 10
99
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1%
% of All Funds
1.43%
New
101
Increased
442
Reduced
625
Closed
98
Calls
$89.6M
Puts
$8.77M
Net Calls
+$80.9M
Net Calls Change
+$37.9M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$160M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$135M
3
JRP
Jasper Ridge Partners
California
+$65.5M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$50.1M
5
G
Gainplan
Michigan
+$44.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Bank of America
Bank of America
North Carolina
-$1.05B
3
BlackRock
BlackRock
New York
-$272M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$158M
5
CAM
Cresset Asset Management
Illinois
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
576
Adero Partners
California
$1.66M -$22.9K -128 -1%
PAS
577
Park Avenue Securities
New York
$1.65M -$1.79M -9,991 -52%
BFA
578
Benedict Financial Advisors
Georgia
$1.64M -$29.4K -164 -2%
NAM
579
NorthCrest Asset Manangement
Minnesota
$1.62M +$1.36M +7,602 +520%
MCA
580
Maryland Capital Advisors
Maryland
$1.61M -$1.43K -8 -0.1%
CG
581
Clifford Group
Massachusetts
$1.61M -$24.2K -135 -1%
MCM
582
Mattern Capital Management
Colorado
$1.59M – – –
NLP
583
Next Level Private
New York
$1.59M +$537 +3 +0%
GG
584
GenWealth Group
New Jersey
$1.57M -$15.8K -88 -1%
BCM
585
BluePointe Capital Management
California
$1.56M – – –
AIM
586
Anchor Investment Management
South Carolina
$1.56M +$179 +1 +0%
BSSFA
587
Baron Silver Stevens Financial Advisors
Florida
$1.56M -$51.4K -287 -3%
EWP
588
Elevation Wealth Partners
California
$1.56M +$296K +1,654 +24%
BSHC
589
Breed's Hill Capital
Massachusetts
$1.56M +$9.31K +52 +0.6%
CFA
590
Cahill Financial Advisors
Minnesota
$1.55M -$43.7K -244 -3%
MLM
591
Mount Lucas Management
Pennsylvania
$1.55M +$1.02M +5,676 +190%
AA
592
AlphaCentric Advisors
Puerto Rico
$1.55M +$1.55M +8,671 New
JPG
593
Jordan Park Group
California
$1.55M – – –
SC
594
Steph & Co
Wisconsin
$1.55M -$2.44M -13,600 -61%
KWS
595
Keystone Wealth Services
California
$1.54M +$2.33K +13 +0.2%
BGAI
596
Bruce G. Allen Investments
Colorado
$1.51M -$13.1K -73 -0.9%
PFP
597
Paragon Financial Partners
California
$1.51M +$92.2K +515 +7%
CT
598
Colonial Trust
South Carolina
$1.5M -$106K -594 -7%
GFP
599
Gryphon Financial Partners
Ohio
$1.5M -$8.42K -47 -0.6%
IB
600
Intrust Bank
Kansas
$1.49M +$27.8K +155 +2%
22 23
24
25 26