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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
CRI
1326
Commonwealth Retirement Investments
Virginia
$203K – – –
SAI
1327
Savvy Advisors Inc
New York
$203K +$204K +1,165 New
EBT
1328
Enterprise Bank & Trust
Massachusetts
$203K – – –
RRCM
1329
Rappaport Reiches Capital Management
Illinois
$203K -$9.97K -57 -5%
SWMP
1330
Signature Wealth Management Partners
New Jersey
$203K +$203K +1,162 New
HNWAG
1331
High Net Worth Advisory Group
Florida
$202K – – –
VFG
1332
V2 Financial group
Illinois
$200K +$192K +1,100 New
NL
1333
NVWM LLC
Pennsylvania
$192K -$7.34K -42 -4%
Schroder Investment Management Group
1334
Schroder Investment Management Group
United Kingdom
$192K – – –
TSWM
1335
Tyler-Stone Wealth Management
Ohio
$186K – – –
LIA
1336
Luken Investment Analytics
Tennessee
$183K – – –
CSB
1337
City State Bank
Iowa
$178K – – –
VAMG
1338
Voisard Asset Management Group
Michigan
$174K +$2.27K +13 +1%
BIC
1339
Beach Investment Counsel
Pennsylvania
$174K +$175K +1,000 New
FCMT
1340
Founders Capital Management (Texas)
Texas
$172K – – –
TFM
1341
TFC Financial Management
Massachusetts
$172K – – –
WBC
1342
West Branch Capital
Massachusetts
$167K – – –
SWM
1343
Sugarloaf Wealth Management
Georgia
$166K – – –
IRC
1344
Investors Research Corp
Georgia
$162K – – –
BMC
1345
Bear Mountain Capital
Washington
$158K – – –
DFC
1346
DB Fitzpatrick & Co
Idaho
$156K -$193K -1,101 -55%
MFT
1347
Moisand Fitzgerald Tamayo
Florida
$154K – – –
W
1348
WealthCollab
Washington
$151K – – –
CFD
1349
Creative Financial Designs
Indiana
$149K -$13.1K -75 -8%
PCWA
1350
Pacific Capital Wealth Advisors
California
$149K +$16.8K +96 +13%
52 53
54
55 56

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.