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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,565 hedge funds and large institutions have $48.1B invested in iShares Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 524 increasing their positions, 527 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,565
Holders Change
+61
Holders Change %
+4.06%
% of All Funds
22.64%
Holding in Top 10
91
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.41%
% of All Funds
1.32%
New
122
Increased
524
Reduced
527
Closed
41
Calls
$113M
Puts
$124M
Net Calls
-$10.5M
Net Calls Change
-$45.5M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$148M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$131M
3
Prudential Financial
Prudential Financial
New Jersey
+$118M
4
JHU
Johns Hopkins University
Maryland
+$91.5M
5
American Century Companies
American Century Companies
Missouri
+$84.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$162M
2
HMH
Hackensack Meridian Health
New Jersey
-$144M
3
Morgan Stanley
Morgan Stanley
New York
-$134M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$124M
5
Goldman Sachs
Goldman Sachs
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1176
Wealth Architects
California
$330K – – –
FRA
1177
Frank Rimerman Advisors
California
$328K – – –
AC
1178
Addison Capital
Pennsylvania
$327K -$37.6K -198 -10%
FIC
1179
FCG Investment Company
Tennessee
$327K – – –
RG
1180
Rathbones Group
United Kingdom
$324K – – –
CFA
1181
CWS Financial Advisors
Michigan
$323K +$1.33K +7 +0.4%
SPC
1182
Spirepoint Private Client
Florida
$322K – – –
DWP
1183
Daymark Wealth Partners
Ohio
$321K +$72.5K +382 +29%
BWM
1184
BCGM Wealth Management
Indiana
$320K +$190 +1 +0.1%
SS
1185
Sunbelt Securities
Texas
$319K +$380 +2 +0.1%
JFA
1186
JNBA Financial Advisors
Minnesota
$319K – – –
FPB
1187
First PREMIER Bank
South Dakota
$319K – – –
WG
1188
Watchman Group
Texas
$315K -$62.3K -328 -16%
APC
1189
Aspire Private Capital
North Carolina
$315K – – –
DA
1190
Doliver Advisors
Texas
$313K – – –
SEEDPG
1191
S.E.E.D. Planning Group
New York
$313K – – –
EL
1192
EWA LLC
Pennsylvania
$312K +$1.74K +9 +0.6%
TWP
1193
Total Wealth Planning
Ohio
$310K – – –
ODIJL
1194
One Day In July LLC
Vermont
$309K +$14K +74 +5%
MBTD
1195
Mechanics Bank - Trust Department
California
$308K – – –
EPM
1196
Elm Partners Management
Pennsylvania
$308K – – –
PWP
1197
Principle Wealth Partners
Connecticut
$307K – – –
CIBC World Market
1198
CIBC World Market
Ontario, Canada
$306K -$235K -1,238 -43%
TAM
1199
Tocqueville Asset Management
New York
$305K +$38.9K +205 +15%
NCM
1200
Noesis Capital Mangement
Florida
$304K -$45.4K -239 -13%
46 47
48
49 50