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iShares Russell 1000 Value ETF
IWD

1,734 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 255 funds opening new positions, 612 increasing their positions, 482 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 255 | Existing positions closed: 72

27% more repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 482

20% more call options, than puts

Call options by funds: $242M | Put options by funds: $202M

10% more funds holding

Funds holding: 1,580 → 1,734 (+154)

8% more capital invested

Capital invested by funds: $48.1B → $51.8B (+$3.71B)

4% more funds holding in top 10

Funds holding in top 10: 93 → 97 (+4)

1.47% more ownership

Funds ownership: 80.2% → 81.67% (+1.5%)

Holders
1,734
Holders Change
+154
Holders Change %
+9.75%
% of All Funds
22.84%
Holding in Top 10
97
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.3%
% of All Funds
1.28%
New
255
Increased
612
Reduced
482
Closed
72
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.25B
2
Bank of America
Bank of America
North Carolina
+$901M
3
Wells Fargo
Wells Fargo
California
+$323M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$269M
5
Prudential Financial
Prudential Financial
New Jersey
+$197M

Top Sellers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
-$420M
2
IAIM
International Assets Investment Management
Florida
-$268M
3
BlackRock
BlackRock
New York
-$105M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$98.3M
5
RRAM
River Road Asset Management
Kentucky
-$63.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1076
SIMA Wealth Partners
Virginia
$533K -$806K -4,202 -59%
PP
1077
PrairieView Partners
Minnesota
$533K – – –
ST
1078
Spinnaker Trust
Maine
$533K – – –
LWM
1079
Lakeridge Wealth Management
Ohio
$532K +$384 +2 +0.1%
SEIA
1080
Signature Estate & Investment Advisors
California
$530K +$2.11K +11 +0.4%
CFP
1081
Cascade Financial Partners
California
$527K – – –
SFG
1082
Sovereign Financial Group
Connecticut
$527K – – –
DWM
1083
Dechtman Wealth Management
Colorado
$527K +$2.88K +15 +0.5%
WP
1084
WealthPLAN Partners
Nebraska
$526K – – –
DJSG
1085
D.J. St. Germain
Massachusetts
$523K +$8.25K +43 +2%
MSFS
1086
Main Street Financial Solutions
Pennsylvania
$522K -$153K -800 -22%
PL
1087
Plancorp LLC
Missouri
$522K – – –
AT
1088
Arlington Trust
Alabama
$520K +$493K +2,568 +1,070%
OWP
1089
Obermeyer Wealth Partners
Colorado
$519K -$49.9K -260 -8%
BEW
1090
Burton Enright Welch
California
$519K +$94.9K +495 +21%
SHGA
1091
Sand Hill Global Advisors
California
$517K – – –
JIP
1092
Jaffetilchin Investment Partners
Florida
$516K +$81.1K +423 +18%
MWAM
1093
Manhattan West Asset Management
California
$516K – – –
GWA
1094
Genesis Wealth Advisors
Massachusetts
$513K +$531K +2,769 New
MCP
1095
Mirador Capital Partners
California
$511K +$2.88K +15 +0.5%
TCM
1096
Towercrest Capital Management
Pennsylvania
$510K -$65.2K -340 -11%
ESB
1097
Essex Savings Bank
Connecticut
$509K +$21.7K +113 +4%
CFA
1098
Cahill Financial Advisors
Minnesota
$507K +$384 +2 +0.1%
AA
1099
Aire Advisors
California
$504K +$384 +2 +0.1%
4WM
1100
49 Wealth Management
Texas
$504K +$522K +2,721 New
42 43
44
45 46

IWD Hedge Fund Activity: Q4 2024 in Review

1,734 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2024, worth a combined $51.8B — up 7.7% from $48.1B a quarter earlier.

Buyers outnumbered sellers: 255 funds opened new IWD positions and 72 closed out — a net gain of 183 holders — while 612 added to existing stakes and 482 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.25B. The largest seller was Jones Financial Companies, cutting an estimated $420M.

  • 1,734 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2024, up from 1,580 in Q3 2024.
  • Funds reported $51.8B of iShares Russell 1000 Value ETF stock for Q4 2024, up 7.7% quarter-over-quarter.
  • 255 funds opened new iShares Russell 1000 Value ETF positions in Q4 2024 and 72 closed out, a net change of +183 holders.
  • The largest iShares Russell 1000 Value ETF buyer in Q4 2024 was Morgan Stanley, an estimated $1.25B added.
  • The largest iShares Russell 1000 Value ETF seller in Q4 2024 was Jones Financial Companies, an estimated $420M sold.

Based on aggregated 13F filings for Q4 2024.