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iShares Russell 1000 Value ETF
IWD

1,423 hedge funds and large institutions have $40B invested in iShares Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 436 increasing their positions, 545 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

723% more call options, than puts

Call options by funds: $69.7M | Put options by funds: $8.47M

37% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 70

2% more capital invested

Capital invested by funds: $39.1B → $40B (+$829M)

1% more funds holding

Funds holding: 1,410 → 1,423 (+13)

0.12% more ownership

Funds ownership: 78.12% → 78.25% (+0.12%)

6% less funds holding in top 10

Funds holding in top 10: 100 → 94 (-6)

20% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 545

Holders
1,423
Holders Change
+13
Holders Change %
+0.92%
% of All Funds
22.34%
Holding in Top 10
94
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6%
% of All Funds
1.48%
New
96
Increased
436
Reduced
545
Closed
70
Calls
$69.7M
Puts
$8.47M
Net Calls
+$61.2M
Net Calls Change
+$31.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$164M
2
HMH
Hackensack Meridian Health
New Jersey
+$110M
3
RRAM
River Road Asset Management
Kentucky
+$68M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$67.9M
5
LWM
LJI Wealth Management
Indiana
+$55.8M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$385M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$160M
3
American Century Companies
American Century Companies
Missouri
-$142M
4
UMC
UNC Management Company
North Carolina
-$61.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$50.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
801
Alpha Financial Advisors
North Carolina
$662K – – –
AFG
802
AFS Financial Group
Maryland
$659K – – –
PIFP
803
Partners in Financial Planning
Virginia
$655K – – –
AIP
804
Ameritas Investment Partners
Nebraska
$654K +$48K +314 +8%
NWM
805
NEIRG Wealth Management
Massachusetts
$647K +$1.38K +9 +0.2%
HWM
806
Hemington Wealth Management
Virginia
$645K – – –
H
807
HoyleCohen
California
$642K – – –
TC
808
TownSquare Capital
Utah
$639K +$84.4K +552 +16%
RBC
809
Roble Belko & Company
Pennsylvania
$639K – – –
LWA
810
LWS Wealth Advisors
New Jersey
$635K +$46.9K +307 +8%
SIM
811
SSI Investment Management
California
$634K – – –
OAM
812
Occidental Asset Management
California
$633K – – –
BAM
813
Bosun Asset Management
Illinois
$631K – – –
IBOK
814
Independence Bank of Kentucky
Kentucky
$630K +$7.8K +51 +1%
CIAS
815
Capital Investment Advisory Services
North Carolina
$627K +$153 +1 +0%
RVM
816
Robinson Value Management
Texas
$627K +$70.5K +461 +13%
CFO
817
Custos Family Office
Texas
$626K +$606K +3,964 New
WTA
818
Washington Trust Advisors
Massachusetts
$620K -$283K -1,853 -32%
WIC
819
Woodmont Investment Counsel
Tennessee
$616K – – –
Members Trust
820
Members Trust
Florida
$613K +$593K +3,881 New
BFG
821
Berger Financial Group
Minnesota
$610K – – –
BWA
822
Bordeaux Wealth Advisors
California
$610K – – –
EFMC
823
Empire Financial Management Company
New York
$606K -$33.5K -219 -5%
CFS
824
CRA Financial Services
New Jersey
$604K -$3.36K -22 -0.6%
AA
825
Aire Advisors
California
$604K -$16.1K -105 -3%
31 32
33
34 35

IWD Hedge Fund Activity: Q2 2023 in Review

1,423 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2023, worth a combined $40B — up 2.1% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new IWD positions and 70 closed out — a net gain of 26 holders — while 436 added to existing stakes and 545 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was BlackRock, cutting an estimated $385M.

  • 1,423 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2023, up from 1,410 in Q1 2023.
  • Funds reported $40B of iShares Russell 1000 Value ETF stock for Q2 2023, up 2.1% quarter-over-quarter.
  • 96 funds opened new iShares Russell 1000 Value ETF positions in Q2 2023 and 70 closed out, a net change of +26 holders.
  • The largest iShares Russell 1000 Value ETF buyer in Q2 2023 was Morgan Stanley, an estimated $164M added.
  • The largest iShares Russell 1000 Value ETF seller in Q2 2023 was BlackRock, an estimated $385M sold.

Based on aggregated 13F filings for Q2 2023.