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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,526 hedge funds and large institutions have $45.2B invested in iShares Russell 1000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 441 increasing their positions, 625 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,526
Holders Change
-18
Holders Change %
-1.17%
% of All Funds
22.12%
Holding in Top 10
99
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1%
% of All Funds
1.44%
New
101
Increased
441
Reduced
625
Closed
98
Calls
$89.6M
Puts
$8.77M
Net Calls
+$80.9M
Net Calls Change
+$37.9M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$160M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$135M
3
JRP
Jasper Ridge Partners
California
+$65.5M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$50.1M
5
G
Gainplan
Michigan
+$44.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Bank of America
Bank of America
North Carolina
-$1.05B
3
BlackRock
BlackRock
New York
-$272M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$158M
5
CAM
Cresset Asset Management
Illinois
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
1401
IAG Wealth Partners
Wisconsin
$75K – – –
FMB
1402
Field & Main Bank
Kentucky
$72.9K – – –
WIM
1403
Westside Investment Management
California
$71.6K – – –
ST
1404
Smithfield Trust
Pennsylvania
$71K -$22.8K -125 -24%
CFFP
1405
Center for Financial Planning
Michigan
$69.9K +$38.3K +214 +122%
PCA
1406
Providence Capital Advisors
North Carolina
$69K – – –
IA
1407
IFS Advisors
Kansas
$68.6K – – –
AWM
1408
Activest Wealth Management
Florida
$67.8K – – –
RWPA
1409
Richard W. Paul & Associates
Michigan
$66.8K -$32.2K -180 -33%
CBT
1410
CoreFirst Bank & Trust
Kansas
$66.5K – – –
SA
1411
SRH Advisors
Kansas
$66.3K – – –
NSIM
1412
North Star Investment Management
Illinois
$64.9K +$16.9K +94 +35%
BFO
1413
Biltmore Family Office
North Carolina
$64.8K +$64.8K +362 New
PWMG
1414
Prestige Wealth Management Group
New Jersey
$64.7K – – –
WFA
1415
West Financial Advisors
Iowa
$62.9K – – –
SN
1416
Sittner & Nelson
Oregon
$62K – – –
SAM
1417
Smartleaf Asset Management
Massachusetts
$59.8K – – –
MM
1418
Main Management
California
$58K – – –
MFG
1419
Mendota Financial Group
Wisconsin
$56.8K – – –
RFS
1420
Richardson Financial Services
Massachusetts
$56.2K +$56.2K +314 New
FSWA
1421
Financial Synergies Wealth Advisors
Texas
$55K +$39.1K +218 +245%
CB
1422
CNB Bank
Pennsylvania
$54.6K – – –
CPA
1423
Clear Point Advisors
New York
$54K +$179 +1 +0.3%
APW
1424
Atlantic Private Wealth
North Carolina
$53.9K – – –
Russell Investments Group
1425
Russell Investments Group
United Kingdom
$53.4K +$22.4K +125 +72%
55 56
57
58 59