IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,565 hedge funds and large institutions have $48.1B invested in iShares Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 524 increasing their positions, 527 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,565
Holders Change
+61
Holders Change %
+4.06%
% of All Funds
22.64%
Holding in Top 10
91
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.41%
% of All Funds
1.32%
New
122
Increased
524
Reduced
527
Closed
41
Calls
$113M
Puts
$124M
Net Calls
-$10.5M
Net Calls Change
-$45.5M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$148M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$131M
3
Prudential Financial
Prudential Financial
New Jersey
+$118M
4
JHU
Johns Hopkins University
Maryland
+$91.5M
5
American Century Companies
American Century Companies
Missouri
+$84.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$162M
2
HMH
Hackensack Meridian Health
New Jersey
-$144M
3
Morgan Stanley
Morgan Stanley
New York
-$134M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$124M
5
Goldman Sachs
Goldman Sachs
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
801
Adirondack Trust Company
New York
$890K +$146K +770 +20%
WCWM
802
Willow Creek Wealth Management
California
$888K – – –
PCS
803
Personal CFO Solutions
New Jersey
$885K -$669K -3,526 -43%
CC
804
Courier Capital
New York
$883K +$8.73K +46 +1%
LAM
805
Lakewood Asset Management
Illinois
$878K -$2.66K -14 -0.3%
ClearBridge Investments
806
ClearBridge Investments
New York
$876K +$876K +4,613 New
DIA
807
Dana Investment Advisors
Wisconsin
$873K +$116K +611 +15%
HH
808
Hilltop Holdings
Texas
$870K -$122K -642 -12%
AUB
809
Atlantic Union Bankshares
Virginia
$869K -$62.6K -330 -7%
GPA
810
Guidance Point Advisors
Massachusetts
$865K +$3.61K +19 +0.4%
VC
811
Veracity Capital
Georgia
$865K – – –
RW
812
Regimen Wealth
Georgia
$859K -$1.33K -7 -0.2%
AIS
813
American Investment Services
Massachusetts
$859K – – –
BC
814
Barnett & Company
Tennessee
$859K – – –
CWP
815
Cyndeo Wealth Partners
Florida
$857K -$380 -2 -0%
EA
816
Evergreen Advisors
Tennessee
$850K -$40.6K -214 -5%
CFS
817
CRA Financial Services
New Jersey
$850K -$13.7K -72 -2%
DWM
818
Darwin Wealth Management
Florida
$850K +$850K +4,479 New
Capital World Investors
819
Capital World Investors
California
$849K +$849K +4,484 New
IWP
820
Invenio Wealth Partners
Florida
$845K – – –
HFS
821
Hoge Financial Services
Pennsylvania
$845K +$4.37K +23 +0.5%
SP
822
Symmetry Partners
Connecticut
$841K +$841K +4,433 New
FHA
823
Flagship Harbor Advisors
Massachusetts
$839K +$839K +4,423 New
ATS
824
Ashton Thomas Securities
New York
$836K -$130K -683 -13%
CB
825
Cadence Bank
Mississippi
$834K +$834K +4,396 New
31 32
33
34 35