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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 %
LHWM
1251
Lake Hills Wealth Management
Texas
$271K +$271K +1,427 New
KAM
1252
KEB Asset Management
Illinois
$271K +$1.14K +6 +0.4%
NAMM
1253
NorthStar Asset Management (Massachusetts)
Massachusetts
$271K – – –
SCM
1254
Sollinda Capital Management
Florida
$270K – – –
RFM
1255
Royal Fund Management
Florida
$270K +$270K +1,413 New
RGC
1256
Roberts, Glore & Co
Illinois
$269K – – –
Fiera Capital (Canada)
1257
Fiera Capital (Canada)
Quebec, Canada
$267K +$380 +2 +0.1%
EFP
1258
EnRich Financial Partners
Wisconsin
$267K – – –
LWM
1259
Liberty Wealth Management
California
$267K -$6.32M -33,364 -96%
SIAS
1260
Summit Investment Advisory Services
Minnesota
$266K -$2.58M -13,603 -91%
FWM
1261
FFT Wealth Management
Pennsylvania
$265K – – –
LNB
1262
Ledyard National Bank
$264K -$19K -100 -7%
9WM
1263
9258 Wealth Management
Ohio
$263K – – –
NB
1264
NBT Bank
New York
$261K – – –
PA
1265
Planning Alternatives
Michigan
$261K +$261K +1,373 New
AWM
1266
Activest Wealth Management
Florida
$260K -$5.32K -28 -2%
NQWM
1267
Northwest Quadrant Wealth Management
Oregon
$259K +$1.33K +7 +0.5%
BL
1268
Balentine LLC
Georgia
$259K – – –
SA
1269
Sicart Associates
New York
$256K -$43.1K -227 -14%
PP
1270
Patten & Patten
Tennessee
$255K +$190 +1 +0.1%
ST
1271
Sabal Trust
Florida
$254K -$52K -274 -17%
LNWWM
1272
Laird Norton Wetherby Wealth Management
California
$254K – – –
1WA
1273
180 Wealth Advisors
Washington
$253K – – –
WA
1274
WealthTrust Axiom
Pennsylvania
$253K – – –
HAM
1275
Harmony Asset Management
Arizona
$253K – – –
49 50
51
52 53