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iShares Russell 1000 Value ETF
IWD

1,441 hedge funds and large institutions have $38.1B invested in iShares Russell 1000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 406 increasing their positions, 522 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,614% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $3.42M

59% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 61

4% more funds holding in top 10

Funds holding in top 10: 94 → 98 (+4)

2.59% more ownership

Funds ownership: 78.25% → 80.84% (+2.6%)

1% more funds holding

Funds holding: 1,423 → 1,441 (+18)

5% less capital invested

Capital invested by funds: $40B → $38.1B (-$1.86B)

22% less repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 522

Holders
1,441
Holders Change
+18
Holders Change %
+1.26%
% of All Funds
22.87%
Holding in Top 10
98
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.26%
% of All Funds
1.56%
New
97
Increased
406
Reduced
522
Closed
61
Calls
$58.6M
Puts
$3.42M
Net Calls
+$55.2M
Net Calls Change
-$6.06M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$761M
2
Bank of America
Bank of America
North Carolina
+$255M
3
Comerica Bank
Comerica Bank
Texas
+$154M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$99.9M
5
CWM
Circle Wealth Management
New Jersey
+$98.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$637M
2
American Century Companies
American Century Companies
Missouri
-$127M
3
Wells Fargo
Wells Fargo
California
-$85.2M
4
RRAM
River Road Asset Management
Kentucky
-$70.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$62.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1426
NewSquare Capital
Pennsylvania
$4.55K +$1.59K +10 +50%
Legacy Financial Group (Iowa)
1427
Legacy Financial Group (Iowa)
Iowa
$4.55K +$4.76K +30 New
NF
1428
Norwood Financial
Pennsylvania
$4.55K – – –
GIP
1429
Granite Investment Partners
California
$4.4K – – –
TRCT
1430
Tower Research Capital (TRC)
New York
$4.25K +$4.44K +28 New
GWMI
1431
Guardian Wealth Management (Illinois)
Illinois
$4.1K +$4.28K +27 New
BWS
1432
Buck Wealth Strategies
Colorado
$3.64K +$3.81K +24 New
IHWM
1433
Iron Horse Wealth Management
Iowa
$3.49K – – –
TFA
1434
Toth Financial Advisory
Virginia
$3.04K – – –
AWM
1435
AllSquare Wealth Management
New York
$3.04K +$3.17K +20 New
KHC
1436
Koesten Hirschmann & Crabtree
Kansas
$2.06K – – –
PCFFS
1437
Pacific Center for Financial Services
California
$1.97K – – –
ICM
1438
Intrepid Capital Management
Florida
$1.52K – – –
SIS
1439
Sound Income Strategies
Florida
$1.22K – – –
GM
1440
GeoWealth Management
Illinois
$1K – – –
TFA
1441
Transamerica Financial Advisors
Florida
$1K – – –
AFS
1442
Annapolis Financial Services
Maryland
$911 – – –
SOS
1443
Silver Oak Securities
Tennessee
$607 -$558K -3,520 -100%
SFA
1444
Semmax Financial Advisors
North Carolina
$38 – – –
RRAM
1445
River Road Asset Management
Kentucky
– -$70.2M -444,865 Closed
ERFOTCOFW
1446
Employees Retirement Fund of the City of Fort Worth
Texas
– -$20.7M -131,082 Closed
TAIM
1447
TD Ameritrade Investment Management
Nebraska
– -$15.7M -99,427 Closed
E
1448
Ergoteles
New York
– -$12.4M -78,354 Closed
V
1449
Veritable
Delaware
– -$10.8M -68,738 Closed
TAS
1450
TIFF Advisory Services
Pennsylvania
– -$8.19M -51,904 Closed
56 57
58
59 60