We are live on ! Find out more
IWD icon

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
OPW
951
Oxler Private Wealth
New York
$518K +$1.57K +9 +0.3%
SCM
952
Schnieders Capital Management
California
$518K – – –
CNC
953
Citizens & Northern Corp
Pennsylvania
$518K – – –
AWM
954
AAF Wealth Management
Massachusetts
$516K +$29.9K +171 +6%
IFWM
955
Institute for Wealth Management
Colorado
$514K +$98.1K +561 +24%
MCC
956
Money Concepts Capital
Florida
$512K -$9.27K -53 -2%
OHWP
957
Oak Harbor Wealth Partners
North Carolina
$511K – – –
PP
958
PrairieView Partners
Minnesota
$510K – – –
EIA
959
Edgemoor Investment Advisors
Maryland
$507K – – –
BCP
960
Berkeley Capital Partners
Georgia
$504K -$2.45K -14 -0.5%
MWAM
961
Manhattan West Asset Management
California
$501K -$560K -3,203 -53%
LWM
962
Lakeridge Wealth Management
Ohio
$499K +$293K +1,673 +141%
DWM
963
Dechtman Wealth Management
Colorado
$499K -$3.85K -22 -0.8%
CIBC World Market
964
CIBC World Market
Ontario, Canada
$497K +$182K +1,043 +58%
CFP
965
Cascade Financial Partners
California
$497K – – –
CSPAM
966
Cary Street Partners Asset Management
Virginia
$497K +$79K +452 +19%
SFG
967
Sovereign Financial Group
Connecticut
$496K -$11.4K -65 -2%
SEIA
968
Signature Estate & Investment Advisors
California
$496K +$497K +2,842 New
WP
969
WealthPLAN Partners
Nebraska
$496K – – –
E3F
970
Eight 31 Financial
Texas
$495K -$19.1K -109 -4%
CA
971
Centerpoint Advisors
Massachusetts
$494K +$495K +2,831 New
SAG
972
Spotlight Asset Group
Illinois
$494K – – –
MAWA
973
Moss Adams Wealth Advisors
Washington
$492K – – –
PL
974
Plancorp LLC
Missouri
$492K – – –
DJSG
975
D.J. St. Germain
Massachusetts
$489K -$39.7K -227 -7%
37 38
39
40 41

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.