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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 %
CJFS
1126
Coulter & Justus Financial Services
Tennessee
$335K +$335K +1,869 New
IIM
1127
Ironwood Investment Management
Massachusetts
$334K – – –
CBFP
1128
Cedar Brook Financial Partners
Ohio
$333K +$1.08K +6 +0.3%
RFP
1129
Root Financial Partners
California
$333K +$333K +1,860 New
KIG
1130
Kowal Investment Group
Wisconsin
$332K -$4.07M -22,728 -92%
DCM
1131
DGS Capital Management
New Jersey
$331K +$331K +1,847 New
MW
1132
MBL Wealth
North Carolina
$330K – – –
LG
1133
LaFleur & Godfrey
Michigan
$330K -$1.79K -10 -0.5%
PPW
1134
PACK Private Wealth
Minnesota
$330K – – –
RDFA
1135
Ritter Daniher Financial Advisory
Ohio
$330K – – –
SSW
1136
Stone Summit Wealth
Florida
$327K – – –
SWA
1137
Strategies Wealth Advisors
Michigan
$326K +$326K +1,821 New
HCM
1138
Highview Capital Management
Illinois
$326K – – –
RMDI
1139
R.M. Davis Inc
Maine
$325K – – –
AC
1140
Addison Capital
Pennsylvania
$325K +$325K +1,813 New
CIBC World Market
1141
CIBC World Market
Ontario, Canada
$323K +$179 +1 +0.1%
BBPWM
1142
Blue Bell Private Wealth Management
Pennsylvania
$321K -$53.7K -300 -14%
TWM
1143
Tanager Wealth Management
United Kingdom
$321K – – –
WMP
1144
Wealth Management Partners
Arizona
$320K – – –
CFGS
1145
Concourse Financial Group Securities
Alabama
$319K +$537 +3 +0.2%
RP
1146
Rice Partnership
Hawaii
$317K – – –
FA
1147
Fountainhead AM
New Jersey
$317K +$179 +1 +0.1%
IW
1148
Imprint Wealth
South Carolina
$317K +$317K +1,778 New
MWP
1149
Madison Wealth Partners
Wisconsin
$316K -$537 -3 -0.2%
AWM
1150
Altus Wealth Management
Kentucky
$315K – – –
44 45
46
47 48