IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,417 hedge funds and large institutions have $39.9B invested in iShares Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 434 increasing their positions, 545 reducing their positions, and 70 closing their positions.

Holders
1,417
Holders Change
+12
Holders Change %
+0.85%
% of All Funds
22.35%
Holding in Top 10
93
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.06%
% of All Funds
1.47%
New
95
Increased
434
Reduced
545
Closed
70
Calls
$69.7M
Puts
$8.47M
Net Calls
+$61.2M
Net Calls Change
+$31.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.07B
2
HMH
2
Hackensack Meridian Health
New Jersey
$114M
3
APF
3
Alaska Permanent Fund
Alaska
$106M
4
RRAM
4
River Road Asset Management
Kentucky
$70.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$193M

Top Sellers

1
BlackRock
1
BlackRock
New York
$414M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$226M
3
American Century Companies
3
American Century Companies
Missouri
$225M
4
UMC
4
UNC Management Company
North Carolina
$108M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$957M
Name Market Value Shares Shares
Change 		Shares
Change %
CHA
1401
Carmichael Hill & Associates
Maryland
$5.68K 36 +36 New
VF
1402
VitalStone Financial
Texas
$5K 32 – –
NF
1403
Norwood Financial
Pennsylvania
$4.73K 30 – –
PCM
1404
Perritt Capital Management
Illinois
$4.62K 29 – –
GIP
1405
Granite Investment Partners
California
$4.58K 29 – –
EWM
1406
Endurance Wealth Management
Rhode Island
$4K 25 – –
IHWM
1407
Iron Horse Wealth Management
Iowa
$3.63K 23 – –
NC
1408
NewSquare Capital
Pennsylvania
$3.16K 20 – –
TFA
1409
Toth Financial Advisory
Virginia
$3.16K 20 – –
SF
1410
Safeguard Financial
Wisconsin
$3K 21 +21 New
KHC
1411
Koesten Hirschmann & Crabtree
Kansas
$2.14K 14 – –
PCFFS
1412
Pacific Center for Financial Services
California
$2.05K 13 – –
ICM
1413
Intrepid Capital Management
Florida
$1.58K 10 +10 New
SIS
1414
Sound Income Strategies
Florida
$1.26K 8 -3 -27%
GM
1415
GeoWealth Management
Illinois
$1K 4 – –
TFA
1416
Transamerica Financial Advisors
Florida
$1K 1 +1 New
SSG
1417
Summit Securities Group
New York
$1K 4 +4 New
AFS
1418
Annapolis Financial Services
Maryland
$947 6 – –
FGAM
1419
Financial Gravity Asset Management
Texas
$46 290 – –
PAS
1420
Park Avenue Securities
New York
– – -311,249 Closed
RCG
1421
Rock Creek Group
District of Columbia
– – -211,963 Closed
New York State Common Retirement Fund
1422
New York State Common Retirement Fund
New York
– – -99,000 Closed
TRCT
1423
Tower Research Capital (TRC)
New York
– – -69,579 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1424
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -51,600 Closed
AFP
1425
Ausdal Financial Partners
Iowa
– – -50,152 Closed
55 56
57
58 59