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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,565 hedge funds and large institutions have $48.1B invested in iShares Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 524 increasing their positions, 527 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,565
Holders Change
+61
Holders Change %
+4.06%
% of All Funds
22.64%
Holding in Top 10
91
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.41%
% of All Funds
1.32%
New
122
Increased
524
Reduced
527
Closed
41
Calls
$113M
Puts
$124M
Net Calls
-$10.5M
Net Calls Change
-$45.5M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$148M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$131M
3
Prudential Financial
Prudential Financial
New Jersey
+$118M
4
JHU
Johns Hopkins University
Maryland
+$91.5M
5
American Century Companies
American Century Companies
Missouri
+$84.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$162M
2
HMH
Hackensack Meridian Health
New Jersey
-$144M
3
Morgan Stanley
Morgan Stanley
New York
-$134M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$124M
5
Goldman Sachs
Goldman Sachs
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
1026
Talisman Wealth Advisors
New Jersey
$469K -$57.2K -302 -11%
BAM
1027
Belpointe Asset Management
Nevada
$468K +$79.5K +419 +20%
GGS
1028
Galvin Gaustad & Stein
Arizona
$466K -$3.99K -21 -0.8%
ACI
1029
Alpha Cubed Investments
California
$464K +$21.3K +112 +5%
QPW
1030
Quantum Private Wealth
Florida
$462K +$45.9K +242 +11%
RDWM
1031
Red Door Wealth Management
Tennessee
$461K – – –
WCM
1032
WealthBridge Capital Management
Ohio
$461K -$12.9K -68 -3%
PCM
1033
Parsons Capital Management
Rhode Island
$461K – – –
MFS
1034
McNamara Financial Services
Massachusetts
$460K – – –
OWM
1035
Orgel Wealth Management
Wisconsin
$459K – – –
RWM
1036
RKL Wealth Management
Pennsylvania
$459K -$21.3K -112 -4%
GCM
1037
Gallacher Capital Management
Colorado
$458K – – –
KIA
1038
KCM Investment Advisors
California
$455K – – –
FNBT
1039
FineMark National Bank & Trust
Florida
$453K -$1.33K -7 -0.3%
PCH
1040
PGIM Custom Harvest
New Jersey
$451K +$48.8K +257 +12%
SC
1041
Schoolcraft Capital
Colorado
$448K – – –
JIP
1042
Jaffetilchin Investment Partners
Florida
$448K +$59.2K +312 +15%
PWW
1043
Pettyjohn Wood & White
Virginia
$448K – – –
RWMH
1044
Riverpoint Wealth Management Holdings
Illinois
$447K +$2.47K +13 +0.6%
AWMG
1045
Alliance Wealth Management Group
New Jersey
$447K – – –
SIC
1046
Salem Investment Counselors
North Carolina
$443K – – –
TIM
1047
Tortoise Investment Management
New York
$443K – – –
WI
1048
Wintrust Investments
Illinois
$442K -$3.87M -20,406 -90%
HWA
1049
Heartwood Wealth Advisors
Virginia
$441K -$11.8K -62 -3%
DDPIC
1050
Deroy & Devereaux Private Investment Counsel
Michigan
$441K -$25.6K -135 -5%
40 41
42
43 44