IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,544 hedge funds and large institutions have $49.1B invested in iShares Russell 1000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 507 increasing their positions, 506 reducing their positions, and 78 closing their positions.

Holders
1,544
Holders Change
+110
Holders Change %
+7.67%
% of All Funds
22.64%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
1.47%
New
215
Increased
507
Reduced
506
Closed
78
Calls
$56.4M
Puts
$13.4M
Net Calls
+$43M
Net Calls Change
-$12.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.32B
2
Bank of America
2
Bank of America
North Carolina
$9.2B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.64B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.18B
5
BlackRock
5
BlackRock
New York
$627M

Top Sellers

1
SF
1
Synovus Financial
Georgia
$460M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.76B
3
American Century Companies
3
American Century Companies
Missouri
$42.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$80.1M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$318M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$91.5M 553,419 -17,706 -3%
Creative Planning
52
Creative Planning
Kansas
$86.4M 522,603 +37,836 +8%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$83.5M 505,172 +504,906 +189,814%
Corient Private Wealth
54
Corient Private Wealth
Florida
$80.1M 484,826 -318,674 -40%
EH
55
Equitable Holdings
New York
$78.6M 475,401 +6,689 +1%
MWM
56
Modera Wealth Management
New Jersey
$78M 472,075 -8,679 -2%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$77.1M 466,553 -8,010 -2%
CAN
58
Cetera Advisor Networks
California
$76.8M 464,838 +28,152 +6%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$76.8M 464,764 -48,636 -9%
SWPG
60
Strategic Wealth Partners Group
Illinois
$72.8M 440,257 +15,604 +4%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$71.4M 431,986 -129,749 -23%
CMA
62
Cedar Mountain Advisors
Oregon
$66.5M 402,585 -1,049 -0.3%
Bank of Nova Scotia
63
Bank of Nova Scotia
Ontario, Canada
$66.5M 402,275 -19,210 -5%
MML Investors Services
64
MML Investors Services
Massachusetts
$65.7M 397,653 +2,157 +0.5%
GA
65
Geller Advisors
New York
$65.3M 395,102 -52,322 -12%
CCWM
66
Cassaday & Co Wealth Management
Virginia
$63.2M 382,648 +6,416 +2%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$63.2M 382,199 +12,972 +4%
MCM
68
MV Capital Management
Maryland
$62.9M 380,795 +11,372 +3%
Massachusetts Financial Services
69
Massachusetts Financial Services
Massachusetts
$61.3M 370,945 +210,203 +131%
PI
70
Putnam Investments
Massachusetts
$60.3M 364,662 +57,315 +19%
SGAM
71
Stephens Group Asset Management
Arkansas
$59M 357,044 +2,736 +0.8%
LC
72
Landaas & Company
Wisconsin
$58.7M 355,263 -8,515 -2%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$57.3M 346,578 +38,680 +13%
CL
74
Choreo LLC
Illinois
$57.2M 346,105 +6,759 +2%
BPWM
75
Badgley Phelps Wealth Managers
Washington
$56.6M 342,744 +164,258 +92%
1 2
3
4 5