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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 %
TAM
1101
Townsend Asset Management
North Carolina
$489K +$1.48K +8 +0.3%
SHFA
1102
SC&H Financial Advisors
Maryland
$486K +$1.11K +6 +0.2%
CWM
1103
Chicago Wealth Management
Illinois
$485K – – –
MAS
1104
Meeder Advisory Services
Ohio
$485K -$138K -746 -22%
OFS
1105
Orrstown Financial Services
Pennsylvania
$484K -$5.37K -29 -1%
MPWT
1106
MassMutual Private Wealth & Trust
Connecticut
$484K -$120K -650 -20%
TM
1107
TigerOak Management
New Mexico
$484K +$484K +2,617 New
RCA
1108
Runnymede Capital Advisors
Ohio
$483K +$483K +2,611 New
TWA
1109
Talisman Wealth Advisors
New Jersey
$482K +$23.1K +125 +5%
BF
1110
Brogan Financial
Tennessee
$482K +$2.59K +14 +0.5%
FRA
1111
Front Row Advisors
California
$480K – – –
SLG
1112
Stanley-Laman Group
Pennsylvania
$479K -$224K -1,209 -32%
BBNA
1113
Bremer Bank National Association
Minnesota
$477K – – –
TW
1114
TritonPoint Wealth
Maryland
$475K +$60.5K +327 +15%
Susquehanna International Group
1115
Susquehanna International Group
Pennsylvania
$474K -$6.36M -34,358 -93%
FC
1116
Fusion Capital
South Carolina
$470K +$741 +4 +0.2%
Wolverine Trading
1117
Wolverine Trading
Illinois
$470K +$470K +2,545 New
IA
1118
Insight Advisors
Pennsylvania
$468K +$1.29K +7 +0.3%
CC
1119
Cypress Capital
Tennessee
$467K – – –
LA
1120
LM Advisors
California
$466K – – –
BFO
1121
Biltmore Family Office
North Carolina
$465K – – –
FMTC
1122
Farmers & Merchants Trust Company
California
$463K – – –
JF
1123
JSF Financial
California
$463K -$20.4K -110 -4%
SFC
1124
Strategic Financial Concepts
Texas
$456K +$35.9K +194 +9%
BAM
1125
Belpointe Asset Management
Nevada
$455K -$9.98K -53 -2%
43 44
45
46 47