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 %
CFG
626
Citizens Financial Group
Rhode Island
$1.2M -$81.9K -536 -6%
PFP
627
Paragon Financial Partners
California
$1.2M – – –
KCM
628
Kornitzer Capital Management
Kansas
$1.19M – – –
HH
629
Hilltop Holdings
Texas
$1.19M -$292K -1,925 -20%
PCM
630
Pointe Capital Management
Michigan
$1.18M +$163K +1,075 +16%
LAM
631
Lakewood Asset Management
Illinois
$1.18M -$1.21K -8 -0.1%
TWP
632
TFO Wealth Partners
Ohio
$1.17M – – –
KFI
633
Key Financial Inc
Pennsylvania
$1.17M – – –
WCP
634
Wick Capital Partners
Pennsylvania
$1.16M +$18.1K +119 +2%
ITIM
635
Indiana Trust & Investment Management
Indiana
$1.16M +$1.16M +7,629 New
RFG
636
RFP Financial Group
Georgia
$1.16M – – –
VCP
637
Vista Capital Partners
Oregon
$1.15M -$302K -1,992 -21%
MSWMA
638
Market Street Wealth Management Advisors
Indiana
$1.15M – – –
First Manhattan
639
First Manhattan
New York
$1.14M -$152 -1 -0%
ML
640
Mayport LLC
Massachusetts
$1.14M – – –
AWA
641
Arkadios Wealth Advisors
Georgia
$1.13M -$321K -2,114 -22%
WMA
642
West Michigan Advisors
Michigan
$1.13M +$3.8K +25 +0.3%
AWA
643
Amplius Wealth Advisors
Pennsylvania
$1.13M +$56.9K +375 +5%
FFC
644
First Financial Corp
Indiana
$1.12M – – –
AWM
645
Axxcess Wealth Management
California
$1.11M +$199K +1,311 +22%
CPA
646
Cardiff Park Advisors
California
$1.11M – – –
FFA
647
Fragasso Financial Advisors
Pennsylvania
$1.11M -$152 -1 -0%
RLWM
648
RF&L Wealth Management
Massachusetts
$1.11M +$68K +448 +7%
BFG
649
Beacon Financial Group
Texas
$1.11M -$1.83M -11,517 -62%
GT
650
Greenleaf Trust
Michigan
$1.1M +$334K +2,200 +43%
24 25
26
27 28