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iShares Russell 1000 Value ETF
IWD

1,555 hedge funds and large institutions have $49.1B invested in iShares Russell 1000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 512 increasing their positions, 506 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $56.4M | Put options by funds: $13.4M

181% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 78

29% more capital invested

Capital invested by funds: $38.1B → $49.1B (+$11B)

8.06% more ownership

Funds ownership: 80.84% → 88.9% (+8.1%)

8% more funds holding

Funds holding: 1,441 → 1,555 (+114)

3% more funds holding in top 10

Funds holding in top 10: 98 → 101 (+3)

1% more repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 506

Holders
1,555
Holders Change
+114
Holders Change %
+7.91%
% of All Funds
22.67%
Holding in Top 10
101
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.06%
% of All Funds
1.47%
New
219
Increased
512
Reduced
506
Closed
78
Calls
$56.4M
Puts
$13.4M
Net Calls
+$43M
Net Calls Change
-$12.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.37B
2
Bank of America
Bank of America
North Carolina
+$966M
3
JP Morgan Chase
JP Morgan Chase
New York
+$210M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$198M
5
BlackRock
BlackRock
New York
+$197M

Top Sellers

Rank Fund Capital Flow
1
SF
Synovus Financial
Georgia
-$315M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$73.5M
3
American Century Companies
American Century Companies
Missouri
-$56.6M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$49.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$42.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1101
Smith Salley Wealth Management
North Carolina
$360K +$309 +2 +0.1%
CFP
1102
Curran Financial Partners
South Carolina
$359K +$338K +2,186 New
AHB
1103
Abner Herrman & Brock
New Jersey
$357K – – –
DFC
1104
DB Fitzpatrick & Co
Idaho
$356K +$5.41K +35 +2%
FMTC
1105
Farmers & Merchants Trust Company
California
$355K +$3.86K +25 +1%
CCG
1106
Coastwise Capital Group
California
$355K +$309 +2 +0.1%
GC
1107
Gibson Capital
Pennsylvania
$355K -$9.73K -63 -3%
FNT
1108
First National Trust
Pennsylvania
$353K -$184K -1,191 -36%
ZF
1109
Zhang Financial
Michigan
$353K +$463 +3 +0.1%
MFA
1110
McClarren Financial Advisors
Pennsylvania
$353K +$4.01K +26 +1%
WAM
1111
Weatherly Asset Management
California
$352K – – –
FNBT
1112
FineMark National Bank & Trust
Florida
$351K – – –
FFA
1113
Farther Finance Advisors
California
$350K +$272K +1,761 +496%
PWS
1114
Private Wealth Strategies
Ohio
$349K +$2.16K +14 +0.7%
MWA
1115
Meridian Wealth Advisors
Texas
$349K – – –
WTFG
1116
Wells Trecaso Financial Group
Ohio
$349K -$17K -110 -5%
OIM
1117
Oder Investment Management
California
$348K – – –
SC
1118
Schoolcraft Capital
Colorado
$348K -$19K -123 -6%
PJWM
1119
Philip James Wealth Mangement
Georgia
$346K +$324K +2,096 New
FPCG
1120
Forum Private Client Group
Indiana
$346K +$323K +2,093 New
BBPWM
1121
Blue Bell Private Wealth Management
Pennsylvania
$346K +$16.2K +105 +5%
AAG
1122
Armstrong Advisory Group
Massachusetts
$345K +$158K +1,024 +96%
BAM
1123
Belpointe Asset Management
Nevada
$345K +$322K +2,088 New
ACA
1124
Aptus Capital Advisors
Alabama
$345K -$74.6K -483 -19%
SA
1125
Sicart Associates
New York
$344K – – –
43 44
45
46 47

IWD Hedge Fund Activity: Q4 2023 in Review

1,555 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2023, worth a combined $49.1B — up 29% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 219 funds opened new IWD positions and 78 closed out — a net gain of 141 holders — while 512 added to existing stakes and 506 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.37B. The largest seller was Synovus Financial, cutting an estimated $315M.

  • 1,555 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2023, up from 1,441 in Q3 2023.
  • Funds reported $49.1B of iShares Russell 1000 Value ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 219 funds opened new iShares Russell 1000 Value ETF positions in Q4 2023 and 78 closed out, a net change of +141 holders.
  • The largest iShares Russell 1000 Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $4.37B added.
  • The largest iShares Russell 1000 Value ETF seller in Q4 2023 was Synovus Financial, an estimated $315M sold.

Based on aggregated 13F filings for Q4 2023.