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 %
FCH
726
Freestone Capital Holdings
Washington
$868K -$846K -5,570 -49%
FA
727
Financial Advisors
Massachusetts
$867K – – –
SWM
728
Sendero Wealth Management
Texas
$864K – – –
PG
729
Patten Group
Tennessee
$864K +$48.9K +322 +6%
RMC
730
Regis Management Company
California
$863K – – –
IA
731
IFP Advisors
Florida
$857K +$4.25K +28 +0.5%
GSIS
732
Global Strategic Investment Solutions
Arizona
$855K -$1.06K -7 -0.1%
TWM
733
Thrive Wealth Management
Pennsylvania
$854K -$20.6K -136 -2%
FFN
734
Focus Financial Network
Minnesota
$854K +$9.78K +64 +1%
FBA
735
Front Barnett Associates
Illinois
$854K -$759 -5 -0.1%
PPP
736
Private Portfolio Partners
New Jersey
$848K -$19K -125 -2%
MA
737
MONECO Advisors
Connecticut
$829K +$5.92K +39 +0.7%
CW
738
Connectus Wealth
Ohio
$828K +$580K +3,817 +234%
LBC
739
Lowe Brockenbrough & Co
Virginia
$819K -$4.58K -30 -0.6%
SC
740
SouthState Corp
Florida
$815K -$2.89K -19 -0.4%
SCA
741
STALEY CAPITAL ADVISERS
Pennsylvania
$813K -$2.28K -15 -0.3%
IA
742
IFG Advisory
Georgia
$807K +$807K +5,312 New
ACM
743
Advisors Capital Management
New Jersey
$806K -$15.2K -100 -2%
AWM
744
Apollon Wealth Management
South Carolina
$804K -$619K -4,079 -44%
BIA
745
BHK Investment Advisors
Alabama
$803K -$324K -2,133 -29%
RPWA
746
Regent Peak Wealth Advisors
Georgia
$802K -$21.6K -142 -3%
CWA
747
Consilium Wealth Advisory
Texas
$802K -$33.1K -218 -4%
PIA
748
Perennial Investment Advisors
California
$801K -$7.59K -50 -0.9%
WF
749
Welch & Forbes
Massachusetts
$795K – – –
MHI
750
Miller Howard Investments
New York
$794K +$589K +3,877 +287%
28 29
30
31 32