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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,714 hedge funds and large institutions have $51.8B invested in iShares Russell 1000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 606 increasing their positions, 477 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,714
Holders Change
+149
Holders Change %
+9.52%
% of All Funds
22.81%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.26%
New
249
Increased
606
Reduced
477
Closed
71
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.2B
2
Bank of America
Bank of America
North Carolina
+$870M
3
Wells Fargo
Wells Fargo
California
+$312M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$259M
5
Prudential Financial
Prudential Financial
New Jersey
+$190M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$406M
2
IAIM
International Assets Investment Management
Florida
-$258M
3
BlackRock
BlackRock
New York
-$101M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$94.9M
5
RRAM
River Road Asset Management
Kentucky
-$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1426
Archer Investment Management
Texas
$235K +$235K +1,267 New
FWA
1427
FSM Wealth Advisors
Ohio
$234K +$190 +1 +0.1%
NCFG
1428
New Century Financial Group
New Jersey
$234K +$1.31K +7 +0.6%
LA
1429
LPF Advisors
Florida
$234K – – –
KIA
1430
KCM Investment Advisors
California
$232K -$211K -1,141 -48%
GKWIM
1431
Gerber Kawasaki Wealth & Investment Management
California
$232K -$8.33K -45 -3%
AA
1432
Addison Advisors
Vermont
$231K – – –
PP
1433
Patten & Patten
Tennessee
$231K -$18.1K -98 -7%
SPP
1434
Single Point Partners
Massachusetts
$230K +$230K +1,242 New
WAG
1435
Windsor Advisory Group
Ohio
$229K +$121K +652 +111%
AP
1436
Atwood & Palmer
Missouri
$228K – – –
SWM
1437
SK Wealth Management
Rhode Island
$227K – – –
BWP
1438
Burling Wealth Partners
Illinois
$227K +$227K +1,226 New
SWMP
1439
Signature Wealth Management Partners
New Jersey
$226K +$10.2K +55 +5%
BPFA
1440
Barnes Pettey Financial Advisors
Mississippi
$226K – – –
GWM
1441
Greenhouse Wealth Management
Connecticut
$226K -$1.3K -7 -0.6%
SG
1442
Sharper & Granite
California
$226K – – –
WRPWM
1443
Werba Rubin Papier Wealth Management
California
$225K – – –
AFP
1444
Alpha Financial Partners
Kentucky
$225K +$225K +1,216 New
BSA
1445
Braun Stacey Associates
New York
$225K -$370 -2 -0.2%
EPW
1446
Endeavor Private Wealth
Kansas
$225K +$225K +1,213 New
BB
1447
Berkshire Bank
Massachusetts
$225K – – –
CBA
1448
Coastal Bridge Advisors
Connecticut
$224K -$782K -4,226 -78%
CC
1449
Commons Capital
Massachusetts
$223K +$185 +1 +0.1%
Wealthfront Advisers
1450
Wealthfront Advisers
California
$223K +$223K +1,205 New
56 57
58
59 60