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iShares Russell 1000 Value ETF
IWD

1,519 hedge funds and large institutions have $44.6B invested in iShares Russell 1000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 485 increasing their positions, 548 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,073% more call options, than puts

Call options by funds: $38.3M | Put options by funds: $3.26M

5% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 83

0.21% less ownership

Funds ownership: 80.36% → 80.16% (-0.21%)

1% less capital invested

Capital invested by funds: $45.2B → $44.6B (-$653M)

1% less funds holding

Funds holding: 1,540 → 1,519 (-21)

10% less funds holding in top 10

Funds holding in top 10: 100 → 90 (-10)

11% less repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 548

Holders
1,519
Holders Change
-21
Holders Change %
-1.36%
% of All Funds
21.94%
Holding in Top 10
90
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10%
% of All Funds
1.3%
New
87
Increased
485
Reduced
548
Closed
83
Calls
$38.3M
Puts
$3.26M
Net Calls
+$35M
Net Calls Change
-$45.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$824M
2
AssetMark Inc
AssetMark Inc
California
+$101M
3
APF
Alaska Permanent Fund
Alaska
+$93.8M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$93.4M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$77.8M

Top Sellers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
-$404M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$137M
3
JP Morgan Chase
JP Morgan Chase
New York
-$124M
4
AIA
Alera Investment Advisors
Illinois
-$97.9M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$89.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIC
1176
FCG Investment Company
Tennessee
$301K – – –
TWP
1177
Total Wealth Planning
Ohio
$298K – – –
RG
1178
Rathbones Group
United Kingdom
$297K +$16.6K +95 +6%
CFA
1179
CWS Financial Advisors
Michigan
$296K +$874 +5 +0.3%
SPC
1180
Spirepoint Private Client
Florida
$296K – – –
PWA
1181
Phoenix Wealth Advisors
North Carolina
$295K -$40.2K -230 -12%
NAS
1182
NWF Advisory Services
California
$295K – – –
BWM
1183
BCGM Wealth Management
Indiana
$294K +$350 +2 +0.1%
JFA
1184
JNBA Financial Advisors
Minnesota
$293K – – –
SS
1185
Sunbelt Securities
Texas
$293K +$22K +126 +8%
FPB
1186
First PREMIER Bank
South Dakota
$293K – – –
AIP
1187
Ameritas Investment Partners
Nebraska
$290K +$50.5K +289 +21%
APC
1188
Aspire Private Capital
North Carolina
$290K – – –
EWA
1189
Emergent Wealth Advisors
New York
$289K +$1.05K +6 +0.4%
EL
1190
EWA LLC
Pennsylvania
$289K +$1.05K +6 +0.4%
DA
1191
Doliver Advisors
Texas
$288K – – –
SEEDPG
1192
S.E.E.D. Planning Group
New York
$288K – – –
EPM
1193
Elm Partners Management
Pennsylvania
$284K -$9.79K -56 -3%
MBTD
1194
Mechanics Bank - Trust Department
California
$284K -$10.5K -60 -4%
PWP
1195
Principle Wealth Partners
Connecticut
$283K – – –
ST
1196
Sabal Trust
Florida
$282K – – –
SFWC
1197
Strategic Family Wealth Counselors
New Jersey
$281K +$16.1K +92 +6%
SRL
1198
Scientech Research LLC
New Jersey
$281K +$281K +1,609 New
EWM
1199
Echo Wealth Management
Minnesota
$281K -$1.92K -11 -0.7%
MPCG
1200
Matrix Private Capital Group
New York
$279K +$49.5K +283 +22%
46 47
48
49 50

IWD Hedge Fund Activity: Q2 2024 in Review

1,519 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2024, worth a combined $44.6B — down 1.4% from $45.2B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IWD positions and 83 closed out — a net gain of 4 holders — while 485 added to existing stakes and 548 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $824M. The largest seller was Jones Financial Companies, cutting an estimated $404M.

  • 1,519 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2024, down from 1,540 in Q1 2024.
  • Funds reported $44.6B of iShares Russell 1000 Value ETF stock for Q2 2024, down 1.4% quarter-over-quarter.
  • 87 funds opened new iShares Russell 1000 Value ETF positions in Q2 2024 and 83 closed out, a net change of +4 holders.
  • The largest iShares Russell 1000 Value ETF buyer in Q2 2024 was Morgan Stanley, an estimated $824M added.
  • The largest iShares Russell 1000 Value ETF seller in Q2 2024 was Jones Financial Companies, an estimated $404M sold.

Based on aggregated 13F filings for Q2 2024.