IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,527 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, 442 increasing their positions, 625 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,527
Holders Change
-18
Holders Change %
-1.17%
% of All Funds
22.13%
Holding in Top 10
99
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1%
% of All Funds
1.43%
New
101
Increased
442
Reduced
625
Closed
98
Calls
$89.6M
Puts
$8.77M
Net Calls
+$80.9M
Net Calls Change
+$37.9M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$160M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$135M
3
JRP
Jasper Ridge Partners
California
+$65.5M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$50.1M
5
G
Gainplan
Michigan
+$44.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Bank of America
Bank of America
North Carolina
-$1.05B
3
BlackRock
BlackRock
New York
-$272M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$158M
5
CAM
Cresset Asset Management
Illinois
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
726
Private Portfolio Partners
New Jersey
$1.01M +$10.6K +59 +1%
CWA
727
Core Wealth Advisors
Florida
$1M – – –
ACM
728
Advisors Capital Management
New Jersey
$1M +$10.9K +61 +1%
First Manhattan
729
First Manhattan
New York
$1M -$342K -1,901 -25%
FFC
730
First Financial Corp
Indiana
$994K -$311K -1,738 -24%
HWM
731
Hemington Wealth Management
Virginia
$993K +$261K +1,454 +36%
CTA
732
Chesley Taft & Associates
Illinois
$991K -$23.6K -132 -2%
SCTC
733
Sanibel Captiva Trust Company
Florida
$988K – – –
FHA
734
Flagship Harbor Advisors
Massachusetts
$985K +$531K +2,967 +117%
ES
735
Eagle Strategies
New York
$975K -$590K -3,292 -38%
CBA
736
Coastal Bridge Advisors
Connecticut
$974K – – –
IAG
737
Investment Advisory Group
Massachusetts
$967K +$71.3K +398 +8%
PCMC
738
Paragon Capital Management (Colorado)
Colorado
$964K +$1.79K +10 +0.2%
SCA
739
STALEY CAPITAL ADVISERS
Pennsylvania
$960K – – –
CWM
740
Connecticut Wealth Management
Connecticut
$958K -$341K -1,905 -26%
SC
741
SouthState Corp
Florida
$949K +$8.24K +46 +0.9%
GT
742
Greenleaf Trust
Michigan
$945K -$178K -996 -16%
MWM
743
Meridian Wealth Management
Kentucky
$939K -$196K -1,092 -17%
RW
744
Regimen Wealth
Georgia
$935K +$32.1K +179 +4%
WP
745
WMS Partners
Maryland
$935K +$222K +1,238 +31%
JIR
746
James Investment Research
Ohio
$932K -$108K -604 -10%
P
747
&Partners
Tennessee
$930K -$1.01M -5,615 -52%
FI
748
Financial Insights
Washington
$930K -$22.7K -127 -2%
FFA
749
First Foundation Advisors
California
$924K -$80.1K -447 -8%
PGWM
750
Parisi Gray Wealth Management
New Jersey
$923K -$23.1K -129 -2%
28 29
30
31 32