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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,434 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 96 funds opening new positions, 403 increasing their positions, 521 reducing their positions, and 61 closing their positions.

Holders
1,434
Holders Change
+17
Holders Change %
+1.2%
% of All Funds
22.87%
Holding in Top 10
97
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.3%
% of All Funds
1.55%
New
96
Increased
403
Reduced
521
Closed
61
Calls
$58.6M
Puts
$3.42M
Net Calls
+$55.2M
Net Calls Change
-$6.06M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.5B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$199M
3
Comerica Bank
3
Comerica Bank
Texas
$148M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$101M
5
CWM
5
Circle Wealth Management
New Jersey
$94.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.27B
2
American Century Companies
2
American Century Companies
Missouri
$94.6M
3
Wells Fargo
3
Wells Fargo
California
$653M
4
RRAM
4
River Road Asset Management
Kentucky
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$93.5M
Name Market Value Shares Shares
Change 		Shares
Change %
IHWM
1426
Iron Horse Wealth Management
Iowa
$3.49K 23 – –
TFA
1427
Toth Financial Advisory
Virginia
$3.04K 20 – –
AWM
1428
AllSquare Wealth Management
New York
$3.04K 20 +20 New
KHC
1429
Koesten Hirschmann & Crabtree
Kansas
$2.06K 14 – –
PCFFS
1430
Pacific Center for Financial Services
California
$1.97K 13 – –
ICM
1431
Intrepid Capital Management
Florida
$1.52K 10 – –
SIS
1432
Sound Income Strategies
Florida
$1.22K 8 – –
GM
1433
GeoWealth Management
Illinois
$1K 4 – –
TFA
1434
Transamerica Financial Advisors
Florida
$1K 1 – –
AFS
1435
Annapolis Financial Services
Maryland
$911 6 – –
SOS
1436
Silver Oak Securities
Tennessee
$607 4 -3,520 -100%
SFA
1437
Semmax Financial Advisors
North Carolina
– – – –
RRAM
1438
River Road Asset Management
Kentucky
– – -444,865 Closed
ERFOTCOFW
1439
Employees Retirement Fund of the City of Fort Worth
Texas
– – -131,082 Closed
TAIM
1440
TD Ameritrade Investment Management
Nebraska
– – -99,427 Closed
E
1441
Ergoteles
New York
– – -78,354 Closed
V
1442
Veritable
Delaware
– – -68,738 Closed
TAS
1443
TIFF Advisory Services
Pennsylvania
– – -51,904 Closed
JF
1444
Jump Financial
Illinois
– – -46,400 Closed
Squarepoint
1445
Squarepoint
New York
– – -32,629 Closed
Simplex Trading
1446
Simplex Trading
Illinois
– – -23,681 Closed
MCC
1447
Money Concepts Capital
Florida
– – -23,078 Closed
Dodge & Cox
1448
Dodge & Cox
California
– – -16,000 Closed
RCM
1449
RNC Capital Management
California
– – -10,200 Closed
WA
1450
Wealth Alliance
New York
– – -8,644 Closed
56 57
58
59 60