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 %
SW
1301
SteelPeak Wealth
California
$310K +$45.4K +245 +17%
GCP
1302
GSA Capital Partners
United Kingdom
$309K +$96K +519 +45%
CIBC World Market
1303
CIBC World Market
Ontario, Canada
$308K +$9.64K +52 +3%
WG
1304
Watchman Group
Texas
$307K – – –
APC
1305
Aspire Private Capital
North Carolina
$307K – – –
SFS
1306
Sharp Financial Services
Pennsylvania
$307K -$46.3K -250 -13%
JGIA
1307
Jackson Grant Investment Advisers
Connecticut
$306K -$48.5K -262 -14%
DA
1308
Doliver Advisors
Texas
$305K – – –
SEEDPG
1309
S.E.E.D. Planning Group
New York
$305K – – –
MWS
1310
MFA Wealth Services
California
$305K +$305K +1,646 New
JSL
1311
JT Stratford LLC
Georgia
$304K +$304K +1,640 New
IWA
1312
IBEX Wealth Advisors
New Jersey
$303K +$303K +1,639 New
TWP
1313
Total Wealth Planning
Ohio
$303K – – –
DWA
1314
Delap Wealth Advisory
Oregon
$302K +$302K +1,629 New
MBTD
1315
Mechanics Bank - Trust Department
California
$301K – – –
BWM
1316
BCGM Wealth Management
Indiana
$301K -$11.9K -64 -4%
MPCG
1317
Matrix Private Capital Group
New York
$300K +$4.26K +23 +1%
PWP
1318
Principle Wealth Partners
Connecticut
$300K – – –
EL
1319
EWA LLC
Pennsylvania
$300K +$1.67K +9 +0.6%
PA
1320
Persium Advisors
Georgia
$295K +$295K +1,592 New
GBWM
1321
Granite Bay Wealth Management
New Hampshire
$294K +$294K +1,586 New
PFA
1322
Pillar Financial Advisors
Kentucky
$294K +$294K +1,587 New
BEAM
1323
Baker Ellis Asset Management
Washington
$294K – – –
EPM
1324
Elm Partners Management
Pennsylvania
$293K -$7.41K -40 -2%
YIH
1325
Y-Intercept (HK)
Hong Kong
$293K +$293K +1,581 New
51 52
53
54 55