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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 %
LWCFA
626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.51M – – –
VP
627
Verum Partners
North Carolina
$1.51M -$649K -3,422 -30%
SMA
628
Seven Mile Advisory
New Jersey
$1.5M – – –
JPG
629
Jordan Park Group
California
$1.49M -$124K -652 -8%
NJIM
630
Nabity-Jensen Investment Management
Nebraska
$1.48M – – –
LI
631
LRI Investments
Florida
$1.48M +$1.02M +5,242 +218%
Renaissance Technologies
632
Renaissance Technologies
New York
$1.48M -$342K -1,800 -19%
B
633
Bensler
Washington
$1.47M +$380 +2 +0%
SWA
634
Sax Wealth Advisors
New Jersey
$1.47M +$18.4K +97 +1%
Cohen & Steers
635
Cohen & Steers
New York
$1.47M – – –
KCM
636
Kornitzer Capital Management
Kansas
$1.45M – – –
AIM
637
Anchor Investment Management
South Carolina
$1.45M -$182K -959 -11%
DS
638
DRW Securities
Illinois
$1.45M +$1M +5,273 +222%
ES
639
Eagle Strategies
New York
$1.45M -$11K -58 -0.8%
KFI
640
Key Financial Inc
Pennsylvania
$1.45M -$5.5K -29 -0.4%
RFG
641
RFP Financial Group
Georgia
$1.45M – – –
VCP
642
Vista Capital Partners
Oregon
$1.44M – – –
CCM
643
Cambridge Capital Management
Illinois
$1.44M +$1.71K +9 +0.1%
IA
644
IFP Advisors
Florida
$1.43M +$56.6K +298 +4%
ML
645
Mayport LLC
Massachusetts
$1.42M – – –
AC
646
Apella Capital
Connecticut
$1.42M -$53.5K -283 -4%
CFO
647
Collective Family Office
Pennsylvania
$1.42M -$6.45K -34 -0.5%
USCWA
648
U.S. Capital Wealth Advisors
Texas
$1.41M -$241K -1,272 -15%
BFS
649
Bradley Foster & Sargent
Connecticut
$1.41M +$5.5K +29 +0.4%
N
650
Natixis
France
$1.41M +$15.6K +82 +1%
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