IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,713 hedge funds and large institutions have $51.8B invested in iShares Russell 1000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 606 increasing their positions, 476 reducing their positions, and 71 closing their positions.

Holders
1,713
Holders Change
+149
Holders Change %
+9.53%
% of All Funds
22.81%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.27%
New
249
Increased
606
Reduced
476
Closed
71
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.1B
2
Bank of America
2
Bank of America
North Carolina
$10B
3
Wells Fargo
3
Wells Fargo
California
$1.16B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.46B
5
Prudential Financial
5
Prudential Financial
New Jersey
$549M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$738M
2
IAIM
2
International Assets Investment Management
Florida
$1.97M
3
BlackRock
3
BlackRock
New York
$380M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$228M
5
RRAM
5
River Road Asset Management
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RDIA
51
RE Dickinson Investment Advisors
Iowa
$109M 58,746 +1,573 +3%
American Century Companies
52
American Century Companies
Missouri
$107M 576,258 -14,568 -2%
Nuveen Asset Management
53
Nuveen Asset Management
Illinois
$101M 547,463 +323,359 +144%
Bank of Nova Scotia
54
Bank of Nova Scotia
Ontario, Canada
$100M 541,657 +142,326 +36%
Pathstone Holdings
55
Pathstone Holdings
New Jersey
$99.1M 534,418 +15,335 +3%
Creative Planning
56
Creative Planning
Kansas
$98.4M 531,691 +7,158 +1%
Mariner
57
Mariner
Kansas
$91.1M 492,338 -6,497 -1%
Massachusetts Financial Services
58
Massachusetts Financial Services
Massachusetts
$89.7M 484,386 +353,994 +271%
Corient Private Wealth
59
Corient Private Wealth
Florida
$89.6M 486,496 -3,411 -0.7%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$88.2M 476,630 +317,366 +199%
MWM
61
Modera Wealth Management
New Jersey
$82.6M 445,948 -5,841 -1%
EIC
62
Equity Investment Corp
Georgia
$81.4M 439,833 +327,537 +292%
Osaic Holdings
63
Osaic Holdings
Arizona
$76.8M 414,639 +24,025 +6%
CMA
64
Cedar Mountain Advisors
Oregon
$76.6M 413,551 +2,651 +0.6%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$76.5M 413,330 +521 +0.1%
CCWM
66
Cassaday & Co Wealth Management
Virginia
$74.7M 403,598 +34,581 +9%
EH
67
Equitable Holdings
New York
$72.4M 390,861 -16,758 -4%
CL
68
Choreo LLC
Illinois
$71.9M 388,500 +4,958 +1%
MCM
69
MV Capital Management
Maryland
$70.3M 379,988 +4,148 +1%
MML Investors Services
70
MML Investors Services
Massachusetts
$69.8M 377,266 +7,134 +2%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$68.6M 370,305 -1,284 -0.3%
GA
72
Geller Advisors
New York
$67.9M 367,037 -21,461 -6%
SGAM
73
Stephens Group Asset Management
Arkansas
$67.7M 365,537 -635 -0.2%
BIM
74
Bridges Investment Management
Nebraska
$67.4M 364,036 -4,047 -1%
LC
75
Landaas & Company
Wisconsin
$65.7M 355,144 -2,981 -0.8%
1 2
3
4 5