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iShares Russell 1000 Value ETF
IWD

1,423 hedge funds and large institutions have $40B invested in iShares Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 436 increasing their positions, 545 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

723% more call options, than puts

Call options by funds: $69.7M | Put options by funds: $8.47M

37% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 70

2% more capital invested

Capital invested by funds: $39.1B → $40B (+$829M)

1% more funds holding

Funds holding: 1,410 → 1,423 (+13)

0.12% more ownership

Funds ownership: 78.12% → 78.25% (+0.12%)

6% less funds holding in top 10

Funds holding in top 10: 100 → 94 (-6)

20% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 545

Holders
1,423
Holders Change
+13
Holders Change %
+0.92%
% of All Funds
22.34%
Holding in Top 10
94
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6%
% of All Funds
1.48%
New
96
Increased
436
Reduced
545
Closed
70
Calls
$69.7M
Puts
$8.47M
Net Calls
+$61.2M
Net Calls Change
+$31.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$164M
2
HMH
Hackensack Meridian Health
New Jersey
+$110M
3
RRAM
River Road Asset Management
Kentucky
+$68M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$67.9M
5
LWM
LJI Wealth Management
Indiana
+$55.8M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$385M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$160M
3
American Century Companies
American Century Companies
Missouri
-$142M
4
UMC
UNC Management Company
North Carolina
-$61.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$50.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1401
Harvest Fund Management
China
$7K – – –
LF
1402
Lee Financial
Texas
$6.95K – – –
RI
1403
Ridgewood Investments
New Jersey
$6.47K – – –
TVWM
1404
Tower View Wealth Management
Wisconsin
$6K – – –
WOSD
1405
WFA of San Diego
California
$6K +$5.81K +38 New
FCT
1406
First Community Trust
Iowa
$5.68K – – –
CHA
1407
Carmichael Hill & Associates
Maryland
$5.68K +$5.5K +36 New
VF
1408
VitalStone Financial
Texas
$5K – – –
NF
1409
Norwood Financial
Pennsylvania
$4.73K – – –
PCM
1410
Perritt Capital Management
Illinois
$4.62K – – –
GIP
1411
Granite Investment Partners
California
$4.58K – – –
EWM
1412
Endurance Wealth Management
Rhode Island
$4K – – –
IHWM
1413
Iron Horse Wealth Management
Iowa
$3.63K – – –
NC
1414
NewSquare Capital
Pennsylvania
$3.16K – – –
TFA
1415
Toth Financial Advisory
Virginia
$3.16K – – –
SF
1416
Safeguard Financial
Wisconsin
$3K +$3.21K +21 New
KHC
1417
Koesten Hirschmann & Crabtree
Kansas
$2.14K – – –
PCFFS
1418
Pacific Center for Financial Services
California
$2.05K – – –
ICM
1419
Intrepid Capital Management
Florida
$1.58K +$1.53K +10 New
SIS
1420
Sound Income Strategies
Florida
$1.26K -$459 -3 -27%
GM
1421
GeoWealth Management
Illinois
$1K – – –
TFA
1422
Transamerica Financial Advisors
Florida
$1K +$153 +1 New
SSG
1423
Summit Securities Group
New York
$1K +$612 +4 New
AFS
1424
Annapolis Financial Services
Maryland
$947 – – –
FGAM
1425
Financial Gravity Asset Management
Texas
$46 – – –
55 56
57
58 59

IWD Hedge Fund Activity: Q2 2023 in Review

1,423 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2023, worth a combined $40B — up 2.1% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new IWD positions and 70 closed out — a net gain of 26 holders — while 436 added to existing stakes and 545 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was BlackRock, cutting an estimated $385M.

  • 1,423 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2023, up from 1,410 in Q1 2023.
  • Funds reported $40B of iShares Russell 1000 Value ETF stock for Q2 2023, up 2.1% quarter-over-quarter.
  • 96 funds opened new iShares Russell 1000 Value ETF positions in Q2 2023 and 70 closed out, a net change of +26 holders.
  • The largest iShares Russell 1000 Value ETF buyer in Q2 2023 was Morgan Stanley, an estimated $164M added.
  • The largest iShares Russell 1000 Value ETF seller in Q2 2023 was BlackRock, an estimated $385M sold.

Based on aggregated 13F filings for Q2 2023.