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 %
COCM
876
Charter Oak Capital Management
New Hampshire
$639K – – –
FGG
877
Financial Guidance Group
Florida
$638K – – –
OWA
878
One Wealth Advisors
California
$637K -$862K -4,811 -57%
AIC
879
Archer Investment Corporation
Indiana
$636K – – –
BCM
880
Bourgeon Capital Management
Connecticut
$632K – – –
LCM
881
Lunt Capital Management
Utah
$630K – – –
SPC
882
Sigma Planning Corp
Michigan
$629K +$208K +1,159 +49%
FSA
883
Fort Sheridan Advisors
Illinois
$624K +$88.1K +492 +16%
MSAM
884
Moloney Securities Asset Management
Missouri
$622K +$1.08K +6 +0.2%
WF
885
Warner Financial
Maryland
$620K -$2.15K -12 -0.3%
CWM
886
Calamos Wealth Management
Illinois
$619K -$21.5K -120 -3%
AA
887
Auxano Advisors
Washington
$618K +$1.97K +11 +0.3%
OWP
888
Obermeyer Wealth Partners
Colorado
$615K -$17.4K -97 -3%
MIAS
889
Mason Investment Advisory Services
Virginia
$612K -$150K -837 -20%
MSFS
890
Main Street Financial Solutions
Pennsylvania
$607K +$109K +607 +22%
SFP
891
Strategic Financial Partners
Oregon
$604K -$42.6K -238 -7%
MIM
892
Miller Investment Management
Pennsylvania
$603K -$269K -1,500 -31%
LSPW
893
Lake Street Private Wealth
Illinois
$600K -$50.7K -283 -8%
RIA
894
Regal Investment Advisors
Michigan
$598K -$6.63K -37 -1%
MWM
895
Melfa Wealth Management
Massachusetts
$596K +$596K +3,330 New
BFPW
896
BOK Financial Private Wealth
Colorado
$596K – – –
IBOK
897
Independence Bank of Kentucky
Kentucky
$596K – – –
LIM
898
Leavell Investment Management
Alabama
$595K -$1.97K -11 -0.3%
PCMC
899
Private Capital Management (Colorado)
Colorado
$595K -$10.4K -58 -2%
RIM
900
Rockbridge Investment Management
New York
$594K -$4.3K -24 -0.7%
34 35
36
37 38