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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
BFWM
1226
Bright Futures Wealth Management
New York
$262K – – –
FAM
1227
Formidable Asset Management
Ohio
$262K +$47.9K +274 +22%
AWAP
1228
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$261K – – –
ODG
1229
O'Dell Group
Ohio
$261K – – –
LNB
1230
Ledyard National Bank
$260K -$222K -1,267 -46%
DCM
1231
Donaldson Capital Management
Indiana
$259K +$260K +1,487 New
FCA
1232
FinTrust Capital Advisors
South Carolina
$259K -$874 -5 -0.3%
FPTW
1233
Franklin, Parlapiano, Turner & Welch
Texas
$259K – – –
RWP
1234
Ridgecrest Wealth Partners
California
$258K – – –
BHA
1235
Beech Hill Advisors
New York
$257K – – –
BW
1236
BIP Wealth
Georgia
$254K -$53.2K -304 -17%
PTP
1237
Platform Technology Partners
New York
$254K +$254K +1,454 New
BB
1238
Bell Bank
North Dakota
$253K – – –
BOH
1239
Bank of Hawaii
Hawaii
$252K – – –
CM
1240
Cornerstone Management
Georgia
$252K – – –
GA
1241
Gordian Advisors
Arizona
$252K – – –
PP
1242
Pacifica Partners
Canada
$250K – – –
GWM
1243
Greenhouse Wealth Management
Connecticut
$250K -$6.29K -36 -2%
NAMM
1244
NorthStar Asset Management (Massachusetts)
Massachusetts
$249K – – –
SCM
1245
Sollinda Capital Management
Florida
$248K – – –
KAM
1246
KEB Asset Management
Illinois
$248K – – –
RGC
1247
Roberts, Glore & Co
Illinois
$247K – – –
EFP
1248
EnRich Financial Partners
Wisconsin
$246K +$234K +1,336 +1,856%
Fiera Capital (Canada)
1249
Fiera Capital (Canada)
Quebec, Canada
$245K -$1.22K -7 -0.5%
SL
1250
Sentinus LLC
Illinois
$245K – – –
48 49
50
51 52

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.