IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,526 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, 441 increasing their positions, 625 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,526
Holders Change
-18
Holders Change %
-1.17%
% of All Funds
22.12%
Holding in Top 10
99
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1%
% of All Funds
1.44%
New
101
Increased
441
Reduced
625
Closed
98
Calls
$89.6M
Puts
$8.77M
Net Calls
+$80.9M
Net Calls Change
+$37.9M

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$346M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$219M
3
JRP
3
Jasper Ridge Partners
California
$452M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$59.9M
5
G
5
Gainplan
Michigan
$44.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.99B
2
Bank of America
2
Bank of America
North Carolina
$8.92B
3
BlackRock
3
BlackRock
New York
$408M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.13B
5
CAM
5
Cresset Asset Management
Illinois
$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$91.4M +$941K +5,256 +1%
Corient Private Wealth
52
Corient Private Wealth
Florida
$87.1M +$241K +1,346 +0.3%
EH
53
Equitable Holdings
New York
$85.7M +$536K +2,991 +0.6%
Osaic Holdings
54
Osaic Holdings
Arizona
$85.6M -$41.1M -229,542 -32%
CAN
55
Cetera Advisor Networks
California
$84.1M +$836K +4,669 +1%
MWM
56
Modera Wealth Management
New Jersey
$82.8M -$1.72M -9,627 -2%
SWPG
57
Strategic Wealth Partners Group
Illinois
$78.4M -$494K -2,758 -0.6%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$76.5M -$844K -4,715 -1%
CMA
59
Cedar Mountain Advisors
Oregon
$72.5M +$417K +2,328 +0.6%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$72.1M -$11.1M -62,087 -13%
Bank of Nova Scotia
61
Bank of Nova Scotia
Ontario, Canada
$68.6M -$3.48M -19,450 -5%
MML Investors Services
62
MML Investors Services
Massachusetts
$68M -$3.24M -18,070 -5%
CCWM
63
Cassaday & Co Wealth Management
Virginia
$67.8M -$711K -3,968 -1%
CAM
64
Cresset Asset Management
Illinois
$67.7M -$153M -852,373 -69%
MCM
65
MV Capital Management
Maryland
$67.5M -$668K -3,730 -1%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$67.5M +$5.42M +30,252 +9%
LC
67
Landaas & Company
Wisconsin
$64.7M +$1.05M +5,845 +2%
SGAM
68
Stephens Group Asset Management
Arkansas
$64.6M +$666K +3,716 +1%
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$63.6M +$4.05M +22,631 +7%
CA
70
Cetera Advisors
Colorado
$62.5M +$13.2M +73,659 +27%
GA
71
Geller Advisors
New York
$62M -$8.77M -48,939 -12%
CL
72
Choreo LLC
Illinois
$61M -$977K -5,454 -2%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$59.9M +$50.1M +279,565 +511%
CFB
74
Cullen/Frost Bankers
Texas
$58.9M -$827K -4,615 -1%
PAG
75
Private Advisor Group
New Jersey
$58.5M -$870K -4,860 -1%
1 2
3
4 5