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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,417 hedge funds and large institutions have $39.9B invested in iShares Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 434 increasing their positions, 545 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,417
Holders Change
+12
Holders Change %
+0.85%
% of All Funds
22.35%
Holding in Top 10
93
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.06%
% of All Funds
1.47%
New
95
Increased
434
Reduced
545
Closed
70
Calls
$69.7M
Puts
$8.47M
Net Calls
+$61.2M
Net Calls Change
+$31.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$5.07B
2
HMH
Hackensack Meridian Health
New Jersey
$114M
3
RRAM
River Road Asset Management
Kentucky
$70.2M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$193M
5
MWM
Modera Wealth Management
New Jersey
$75.6M

Top Sellers

1
BlackRock
BlackRock
New York
$414M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$226M
3
American Century Companies
American Century Companies
Missouri
$225M
4
UMC
UNC Management Company
North Carolina
$108M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$957M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
876
JSF Financial
California
$529K -$27.1K -172 -5%
SIA
877
Schechter Investment Advisors
Michigan
$528K -$493K -3,122 -48%
RIM
878
Rockbridge Investment Management
New York
$527K +$158 +1 +0%
MMA
879
Miracle Mile Advisors
California
$525K -$54.9K -348 -9%
EWM
880
Echo Wealth Management
Minnesota
$524K -$79.7K -501 -13%
AA
881
Auxano Advisors
Washington
$524K – – –
SFG
882
Sovereign Financial Group
Connecticut
$522K +$32.7K +207 +7%
FC
883
Forte Capital
New York
$521K +$78.9K +500 +18%
EIP
884
Ellis Investment Partners
Pennsylvania
$521K -$21.9K -139 -4%
QPWM
885
Quadrant Private Wealth Management
Pennsylvania
$520K -$4.89K -31 -0.9%
WFAG
886
Wescott Financial Advisory Group
Pennsylvania
$519K +$789 +5 +0.2%
AFG
887
Allegheny Financial Group
Pennsylvania
$519K -$449K -2,847 -46%
OHWP
888
Oak Harbor Wealth Partners
North Carolina
$517K – – –
WF
889
Warner Financial
Maryland
$517K +$1.74K +11 +0.3%
GWS
890
Glassman Wealth Services
Virginia
$514K – – –
GGS
891
Galvin Gaustad & Stein
Arizona
$510K -$47.8K -303 -9%
ECM
892
Evergreen Capital Management
Washington
$509K – – –
WP
893
WealthPLAN Partners
Nebraska
$507K – – –
CCT
894
Capital City Trust
Florida
$505K – – –
AT
895
American Trust
Kentucky
$502K -$167K -1,061 -25%
CNC
896
Citizens & Northern Corp
Pennsylvania
$498K – – –
TA
897
TrueWealth Advisors
Alabama
$496K +$316 +2 +0.1%
ARC
898
Advisor Resource Council
Texas
$493K -$577K -3,659 -54%
BFC
899
Bedel Financial Consulting
Indiana
$493K -$317K -2,011 -39%
MSAM
900
Moloney Securities Asset Management
Missouri
$491K +$947 +6 +0.2%
34 35
36
37 38