IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,714 hedge funds and large institutions have $51.8B invested in iShares Russell 1000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 606 increasing their positions, 477 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,714
Holders Change
+149
Holders Change %
+9.52%
% of All Funds
22.81%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.26%
New
249
Increased
606
Reduced
477
Closed
71
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.2B
2
Bank of America
Bank of America
North Carolina
+$870M
3
Wells Fargo
Wells Fargo
California
+$312M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$259M
5
Prudential Financial
Prudential Financial
New Jersey
+$190M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$406M
2
IAIM
International Assets Investment Management
Florida
-$258M
3
BlackRock
BlackRock
New York
-$101M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$94.9M
5
RRAM
River Road Asset Management
Kentucky
-$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
1251
Ironwood Investment Management
Massachusetts
$346K – – –
VPF
1252
Vantage Point Financial
Illinois
$345K +$345K +1,866 New
SC
1253
Stephenson & Company
California
$344K – – –
PB
1254
Pinnacle Bancorp
Nebraska
$344K – – –
LWM
1255
LJI Wealth Management
Indiana
$342K -$38.9K -210 -10%
PWMG
1256
Pinnacle Wealth Management Group
Michigan
$342K -$252K -1,362 -42%
PW
1257
PUREfi Wealth
Massachusetts
$342K +$342K +1,846 New
MWM
1258
Moulton Wealth Management
Washington
$342K +$342K +1,846 New
WWP
1259
Wise Wealth Partners
Arizona
$342K +$342K +1,845 New
MW
1260
MBL Wealth
North Carolina
$341K – – –
RDFA
1261
Ritter Daniher Financial Advisory
Ohio
$341K – – –
PPW
1262
PACK Private Wealth
Minnesota
$341K – – –
TH
1263
Team Hewins
California
$340K – – –
LA
1264
LVW Advisors
New York
$339K +$339K +1,834 New
BBPWM
1265
Blue Bell Private Wealth Management
Pennsylvania
$339K +$7.59K +41 +2%
MFG
1266
MidWestOne Financial Group
Iowa
$335K -$430K -2,323 -56%
CCG
1267
Cypress Capital Group
Florida
$334K +$334K +1,805 New
FNB
1268
Farmers National Bank
Kentucky
$334K +$334K +1,805 New
TWM
1269
Tanager Wealth Management
United Kingdom
$332K – – –
MWP
1270
Madison Wealth Partners
Wisconsin
$331K +$5K +27 +2%
JAG
1271
Journey Advisory Group
Kentucky
$331K – – –
FA
1272
Fountainhead AM
New Jersey
$330K +$1.67K +9 +0.5%
SSW
1273
Stone Summit Wealth
Florida
$330K -$4.26K -23 -1%
LG
1274
LaFleur & Godfrey
Michigan
$329K -$7.04K -38 -2%
CFA
1275
CWS Financial Advisors
Michigan
$329K +$14.1K +76 +4%
49 50
51
52 53