iShares Russell 1000 Value ETF
IWD
1,423 hedge funds and large institutions have $40B invested in iShares Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 436 increasing their positions, 545 reducing their positions, and 70 closing their positions.
723% more call options, than puts
Call options by funds: $69.7M | Put options by funds: $8.47M
37% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 70
2% more capital invested
Capital invested by funds: $39.1B → $40B (+$829M)
1% more funds holding
Funds holding: 1,410 → 1,423 (+13)
0.12% more ownership
Funds ownership: 78.12% → 78.25% (+0.12%)
6% less funds holding in top 10
Funds holding in top 10: 100 → 94 (-6)
20% less repeat investments, than reductions
Existing positions increased: 436 | Existing positions reduced: 545
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$164M |
| 2 |
HMH
Hackensack Meridian Health
Edison,
New Jersey
|
+$110M |
| 3 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$68M |
| 4 |
Rockefeller Capital Management
New York
|
+$67.9M |
| 5 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
+$55.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$385M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$160M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$142M |
| 4 |
UMC
UNC Management Company
Chapel Hill,
North Carolina
|
-$61.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$50.6M |
IWD Hedge Fund Activity: Q2 2023 in Review
1,423 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2023, worth a combined $40B — up 2.1% from $39.1B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new IWD positions and 70 closed out — a net gain of 26 holders — while 436 added to existing stakes and 545 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was BlackRock, cutting an estimated $385M.
- 1,423 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2023, up from 1,410 in Q1 2023.
- Funds reported $40B of iShares Russell 1000 Value ETF stock for Q2 2023, up 2.1% quarter-over-quarter.
- 96 funds opened new iShares Russell 1000 Value ETF positions in Q2 2023 and 70 closed out, a net change of +26 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q2 2023 was Morgan Stanley, an estimated $164M added.
- The largest iShares Russell 1000 Value ETF seller in Q2 2023 was BlackRock, an estimated $385M sold.
Based on aggregated 13F filings for Q2 2023.