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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
SFP
1051
Strategic Financial Partners
Oregon
$395K -$194K -1,109 -33%
MF
1052
Montis Financial
Massachusetts
$395K – – –
MOS
1053
MGO One Seven
Ohio
$394K -$410K -2,344 -51%
CFP
1054
Curran Financial Partners
South Carolina
$393K -$4.2K -24 -1%
Members Trust
1055
Members Trust
Florida
$389K -$15.9K -91 -4%
ERWM
1056
Elk River Wealth Management
Colorado
$389K -$12.2K -70 -3%
MC
1057
Moors & Cabot
Massachusetts
$388K +$92.8K +531 +31%
HCM
1058
Hollencrest Capital Management
California
$387K – – –
ANBT
1059
American National Bank & Trust
Texas
$386K – – –
IP
1060
Ignite Planners
California
$386K +$389K +2,222 New
KWM
1061
Keebeck Wealth Management
Illinois
$386K – – –
CF
1062
Clarity Financial
Texas
$385K – – –
KA
1063
Klingman & Associates
New York
$385K – – –
GKIM
1064
GW&K Investment Management
Massachusetts
$384K +$525 +3 +0.1%
DPW
1065
DiNuzzo Private Wealth
Pennsylvania
$383K – – –
QPW
1066
Quantum Private Wealth
Florida
$383K +$384K +2,194 New
LPAM
1067
Lodestar Private Asset Management
California
$382K +$383K +2,192 New
GTAM
1068
Global Trust Asset Management
Florida
$382K -$874 -5 -0.2%
CIC
1069
Carnegie Investment Counsel
Ohio
$382K -$3.04M -17,385 -89%
MSA
1070
Marino Stram & Associates
Massachusetts
$381K +$175 +1 +0%
PPW
1071
Pasadena Private Wealth
California
$380K – – –
TCOV
1072
Trust Company of Vermont
Vermont
$379K -$699 -4 -0.2%
BCWM
1073
Bartlett & Co Wealth Management
Ohio
$378K – – –
PWM
1074
Power Wealth Management
Georgia
$377K -$166K -952 -31%
CCG
1075
Coastwise Capital Group
California
$375K +$175 +1 +0%
41 42
43
44 45

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.