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iShares Russell 1000 Value ETF
IWD

1,519 hedge funds and large institutions have $44.6B invested in iShares Russell 1000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 485 increasing their positions, 548 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,073% more call options, than puts

Call options by funds: $38.3M | Put options by funds: $3.26M

5% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 83

0.21% less ownership

Funds ownership: 80.36% → 80.16% (-0.21%)

1% less capital invested

Capital invested by funds: $45.2B → $44.6B (-$653M)

1% less funds holding

Funds holding: 1,540 → 1,519 (-21)

10% less funds holding in top 10

Funds holding in top 10: 100 → 90 (-10)

11% less repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 548

Holders
1,519
Holders Change
-21
Holders Change %
-1.36%
% of All Funds
21.94%
Holding in Top 10
90
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10%
% of All Funds
1.3%
New
87
Increased
485
Reduced
548
Closed
83
Calls
$38.3M
Puts
$3.26M
Net Calls
+$35M
Net Calls Change
-$45.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$824M
2
AssetMark Inc
AssetMark Inc
California
+$101M
3
APF
Alaska Permanent Fund
Alaska
+$93.8M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$93.4M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$77.8M

Top Sellers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
-$404M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$137M
3
JP Morgan Chase
JP Morgan Chase
New York
-$124M
4
AIA
Alera Investment Advisors
Illinois
-$97.9M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$89.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
901
Iams Wealth Management
Nebraska
$599K -$141K -807 -19%
MIAS
902
Mason Investment Advisory Services
Virginia
$599K +$2.45K +14 +0.4%
OWP
903
Obermeyer Wealth Partners
Colorado
$593K -$6.99K -40 -1%
LIM
904
Leavell Investment Management
Alabama
$590K +$9.79K +56 +2%
MIM
905
Miller Investment Management
Pennsylvania
$588K – – –
BIP
906
Blueprint Investment Partners
North Carolina
$587K +$588K +3,365 New
RVPG
907
Relative Value Partners Group
$584K -$22.7M -129,809 -97%
LSPW
908
Lake Street Private Wealth
Illinois
$584K +$175 +1 +0%
RIA
909
Regal Investment Advisors
Michigan
$582K -$874 -5 -0.1%
WW
910
Waterfront Wealth
Kansas
$582K – – –
MWM
911
Melfa Wealth Management
Massachusetts
$581K – – –
BFPW
912
BOK Financial Private Wealth
Colorado
$581K – – –
AWM
913
Atticus Wealth Management
Florida
$581K -$92.3K -528 -14%
SPC
914
Sigma Planning Corp
Michigan
$580K -$32.3K -185 -5%
WFAG
915
Wescott Financial Advisory Group
Pennsylvania
$579K – – –
TA
916
TFB Advisors
Kansas
$576K -$203K -1,163 -26%
RIM
917
Rockbridge Investment Management
New York
$576K -$2.27K -13 -0.4%
CST
918
Charles Schwab Trust
Nevada
$575K – – –
Squarepoint
919
Squarepoint
New York
$569K -$5.85M -33,483 -91%
PCMC
920
Private Capital Management (Colorado)
Colorado
$569K -$10.8K -62 -2%
EIP
921
Ellis Investment Partners
Pennsylvania
$565K +$699 +4 +0.1%
AF
922
Apollon Financial
South Carolina
$562K +$874 +5 +0.2%
BA
923
Bristlecone Advisors
Washington
$562K – – –
CPIA
924
Cornell Pochily Investment Advisors
New York
$561K +$58.4K +334 +12%
Diamond Hill Capital Management
925
Diamond Hill Capital Management
Ohio
$561K +$562K +3,213 New
35 36
37
38 39

IWD Hedge Fund Activity: Q2 2024 in Review

1,519 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2024, worth a combined $44.6B — down 1.4% from $45.2B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IWD positions and 83 closed out — a net gain of 4 holders — while 485 added to existing stakes and 548 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $824M. The largest seller was Jones Financial Companies, cutting an estimated $404M.

  • 1,519 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2024, down from 1,540 in Q1 2024.
  • Funds reported $44.6B of iShares Russell 1000 Value ETF stock for Q2 2024, down 1.4% quarter-over-quarter.
  • 87 funds opened new iShares Russell 1000 Value ETF positions in Q2 2024 and 83 closed out, a net change of +4 holders.
  • The largest iShares Russell 1000 Value ETF buyer in Q2 2024 was Morgan Stanley, an estimated $824M added.
  • The largest iShares Russell 1000 Value ETF seller in Q2 2024 was Jones Financial Companies, an estimated $404M sold.

Based on aggregated 13F filings for Q2 2024.