IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,714 hedge funds and large institutions have $51.8B invested in iShares Russell 1000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 606 increasing their positions, 477 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,714
Holders Change
+149
Holders Change %
+9.52%
% of All Funds
22.81%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.26%
New
249
Increased
606
Reduced
477
Closed
71
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.2B
2
Bank of America
Bank of America
North Carolina
+$870M
3
Wells Fargo
Wells Fargo
California
+$312M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$259M
5
Prudential Financial
Prudential Financial
New Jersey
+$190M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$406M
2
IAIM
International Assets Investment Management
Florida
-$258M
3
BlackRock
BlackRock
New York
-$101M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$94.9M
5
RRAM
River Road Asset Management
Kentucky
-$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1051
NCM Capital Management
New Jersey
$558K +$185 +1 +0%
EIP
1052
Ellis Investment Partners
Pennsylvania
$557K -$33.5K -181 -6%
AWM
1053
Atticus Wealth Management
Florida
$556K -$20K -108 -3%
BCM
1054
Buckhead Capital Management
Georgia
$555K – – –
IFWM
1055
Institute for Wealth Management
Colorado
$555K -$2.96K -16 -0.5%
OPW
1056
Oxler Private Wealth
New York
$554K +$2.22K +12 +0.4%
SA
1057
Sovran Advisors
California
$552K +$552K +2,956 New
FTC
1058
Farmers Trust Company
Ohio
$550K – – –
CNC
1059
Citizens & Northern Corp
Pennsylvania
$549K – – –
SCM
1060
Schnieders Capital Management
California
$549K – – –
AWM
1061
AAF Wealth Management
Massachusetts
$549K +$741 +4 +0.1%
IWM
1062
Iams Wealth Management
Nebraska
$547K -$108K -584 -16%
WCM
1063
WealthBridge Capital Management
Ohio
$546K +$95.9K +518 +21%
CCT
1064
Capital City Trust
Florida
$545K -$39.4K -213 -7%
PWP
1065
Perfromance Wealth Partners
Illinois
$544K – – –
EIA
1066
Edgemoor Investment Advisors
Maryland
$538K – – –
MWA
1067
Meridian Wealth Advisors
Texas
$537K – – –
BCP
1068
Berkeley Capital Partners
Georgia
$534K +$926 +5 +0.2%
PP
1069
PrairieView Partners
Minnesota
$533K – – –
ST
1070
Spinnaker Trust
Maine
$533K – – –
LWM
1071
Lakeridge Wealth Management
Ohio
$532K +$370 +2 +0.1%
SEIA
1072
Signature Estate & Investment Advisors
California
$530K +$2.04K +11 +0.4%
CFP
1073
Cascade Financial Partners
California
$527K – – –
SFG
1074
Sovereign Financial Group
Connecticut
$527K – – –
DWM
1075
Dechtman Wealth Management
Colorado
$527K +$2.78K +15 +0.5%
41 42
43
44 45