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 %
WFAG
901
Wescott Financial Advisory Group
Pennsylvania
$594K +$1.79K +10 +0.3%
FIA
902
Foundations Investment Advisors
Arizona
$590K -$14.9K -83 -2%
CST
903
Charles Schwab Trust
Nevada
$590K +$292K +1,632 +98%
Betterment LLC
904
Betterment LLC
New York
$587K -$131K -733 -18%
EIP
905
Ellis Investment Partners
Pennsylvania
$579K +$19.2K +107 +3%
BA
906
Bristlecone Advisors
Washington
$577K -$17.9K -100 -3%
AF
907
Apollon Financial
South Carolina
$576K +$1.08K +6 +0.2%
WW
908
Waterfront Wealth
Kansas
$575K – – –
FNT
909
First National Trust
Pennsylvania
$575K +$192K +1,073 +50%
PEA
910
Park Edge Advisors
Ohio
$575K -$26.3K -147 -4%
CCT
911
Capital City Trust
Florida
$573K – – –
CG
912
Cutler Group
California
$573K +$537K +3,000 +1,500%
HGERS
913
Householder Group Estate & Retirement Specialist
Arizona
$571K -$30.3K -169 -5%
IAS
914
Insigneo Advisory Services
Florida
$571K +$47.6K +266 +9%
CSWM
915
Cassady Schiller Wealth Management
Ohio
$570K – – –
GWS
916
Glassman Wealth Services
Virginia
$566K +$69.1K +386 +14%
GG
917
Greenwood Gearhart
Arkansas
$566K +$369K +2,058 +187%
TA
918
TrueWealth Advisors
Alabama
$565K +$358 +2 +0.1%
Tudor Investment Corp
919
Tudor Investment Corp
Connecticut
$565K +$565K +3,152 New
EA
920
Everpar Advisors
Oklahoma
$564K -$706K -3,942 -56%
TCM
921
Towercrest Capital Management
Pennsylvania
$559K -$53.2K -297 -9%
TAM
922
Titleist Asset Management
Texas
$559K +$77.4K +432 +16%
FC
923
Forte Capital
New York
$559K -$7.7K -43 -1%
CFS
924
Cannon Financial Strategists
Georgia
$558K +$6.45K +36 +1%
PWM
925
Power Wealth Management
Georgia
$558K +$288K +1,608 +107%
35 36
37
38 39