IWD icon

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 %
BBNA
951
Bremer Bank National Association
Minnesota
$420K – – –
SWM
952
SeaCrest Wealth Management
New York
$419K -$17.8K -113 -4%
CC
953
Cypress Capital
Tennessee
$419K +$419K +2,655 New
UWM
954
USAdvisors Wealth Management
Minnesota
$419K +$41.2K +261 +11%
FC
955
Fusion Capital
South Carolina
$417K +$474 +3 +0.1%
QT
956
Quantbot Technologies
New York
$415K -$369K -2,341 -47%
TI
957
Truepoint Inc
Ohio
$415K +$54.5K +345 +15%
CWM
958
Chicago Wealth Management
Illinois
$414K -$417K -2,645 -50%
ACI
959
Alpha Cubed Investments
California
$411K – – –
HCM
960
Highview Capital Management
Illinois
$411K – – –
Schroder Investment Management Group
961
Schroder Investment Management Group
United Kingdom
$410K -$48K -304 -10%
SHFA
962
SC&H Financial Advisors
Maryland
$408K +$789 +5 +0.2%
BI
963
Berkeley Inc
Idaho
$407K +$316 +2 +0.1%
KA
964
Klingman & Associates
New York
$407K +$56.5K +358 +16%
MFS
965
McNamara Financial Services
Massachusetts
$406K +$34.9K +220 +9%
PWP
966
Perfromance Wealth Partners
Illinois
$404K +$404K +2,561 New
GTAM
967
Global Trust Asset Management
Florida
$401K – – –
FIA
968
Foundations Investment Advisors
Arizona
$400K +$81.3K +515 +25%
VAS
969
Vestmark Advisory Solutions
Massachusetts
$400K +$67.1K +425 +20%
FHA
970
Flagship Harbor Advisors
Massachusetts
$399K -$1.11K -7 -0.3%
VC
971
Vestor Capital
Illinois
$398K +$322K +2,038 +422%
FPCG
972
Forum Private Client Group
Indiana
$397K -$7.26K -46 -2%
AWMG
973
Alliance Wealth Management Group
New Jersey
$396K – – –
KWM
974
Keebeck Wealth Management
Illinois
$393K -$4.1K -26 -1%
PPW
975
Pasadena Private Wealth
California
$393K -$13.4K -85 -3%
37 38
39
40 41