IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,527 hedge funds and large institutions have $45.2B invested in iShares Russell 1000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 442 increasing their positions, 625 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,527
Holders Change
-18
Holders Change %
-1.17%
% of All Funds
22.13%
Holding in Top 10
99
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1%
% of All Funds
1.43%
New
101
Increased
442
Reduced
625
Closed
98
Calls
$89.6M
Puts
$8.77M
Net Calls
+$80.9M
Net Calls Change
+$37.9M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$160M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$135M
3
JRP
Jasper Ridge Partners
California
+$65.5M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$50.1M
5
G
Gainplan
Michigan
+$44.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Bank of America
Bank of America
North Carolina
-$1.05B
3
BlackRock
BlackRock
New York
-$272M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$158M
5
CAM
Cresset Asset Management
Illinois
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
1076
MSH Capital Advisors
Arizona
$365K -$670K -3,741 -65%
GA
1077
Greenspring Advisors
Maryland
$365K – – –
VT
1078
Vise Technologies
New York
$365K +$97.3K +543 +36%
AF
1079
Advisornet Financial
Minnesota
$364K +$57K +318 +19%
FNBT
1080
FineMark National Bank & Trust
Florida
$364K -$16.7K -93 -4%
CSIA
1081
Charles Schwab Investment Advisory
California
$363K -$7.7K -43 -2%
TSWM
1082
Triangle Securities Wealth Management
North Carolina
$363K -$1.25K -7 -0.3%
PWP
1083
Perfromance Wealth Partners
Illinois
$363K -$61.4K -343 -14%
MA
1084
MCF Advisors
Kentucky
$361K -$1.25K -7 -0.3%
PCH
1085
PGIM Custom Harvest
New Jersey
$360K – – –
SFS
1086
Sharp Financial Services
Pennsylvania
$360K – – –
MC
1087
Matisse Capital
Oregon
$359K +$358 +2 +0.1%
CCM
1088
Canal Capital Management
Virginia
$358K +$1.25K +7 +0.4%
AHB
1089
Abner Herrman & Brock
New Jersey
$358K -$28.8K -161 -7%
DFC
1090
DB Fitzpatrick & Co
Idaho
$358K -$27.9K -156 -7%
JIP
1091
Jaffetilchin Investment Partners
Florida
$357K -$3.76K -21 -1%
SF
1092
Safeguard Financial
Wisconsin
$355K – – –
FPCG
1093
Forum Private Client Group
Indiana
$354K -$20.4K -114 -5%
AO
1094
Advisor OS
Illinois
$354K – – –
HWP
1095
Highline Wealth Partners
California
$353K -$176K -984 -33%
GLA
1096
Good Life Advisors
Pennsylvania
$353K -$12.9K -72 -4%
WTFG
1097
Wells Trecaso Financial Group
Ohio
$353K -$25.1K -140 -7%
GPW
1098
Gray Private Wealth
Massachusetts
$353K +$353K +1,970 New
HPIA
1099
Hamilton Point Investment Advisors
North Carolina
$352K – – –
PWM
1100
PBMares Wealth Management
Virginia
$352K – – –
42 43
44
45 46