iShares Russell 1000 Value ETF
1,540 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 104 funds opening new positions, 446 increasing their positions, 627 reducing their positions, and 98 closing their positions.
922% more call options, than puts
Call options by funds: $89.6M | Put options by funds: $8.77M
6% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 98
1% less funds holding
Funds holding: 1,555 → 1,540 (-15)
1% less funds holding in top 10
Funds holding in top 10: 101 → 100 (-1)
8% less capital invested
Capital invested by funds: $49.1B → $45.2B (-$3.88B)
8.54% less ownership
Funds ownership: 88.9% → 80.36% (-8.5%)
29% less repeat investments, than reductions
Existing positions increased: 446 | Existing positions reduced: 627
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$151M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$128M |
| 3 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
+$61.9M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$47.3M |
| 5 |
G
Gainplan
Bloomfield Hills,
Michigan
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.83B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$994M |
| 3 |
BlackRock
New York
|
-$257M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$149M |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$144M |
IWD Hedge Fund Activity: Q1 2024 in Review
1,540 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q1 2024, worth a combined $45.2B — down 7.9% from $49.1B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new IWD positions and 98 closed out — a net gain of 6 holders — while 446 added to existing stakes and 627 trimmed.
The largest buyer was Alaska Permanent Fund, adding an estimated $151M. The largest seller was Morgan Stanley, cutting an estimated $4.83B.
- 1,540 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q1 2024, down from 1,555 in Q4 2023.
- Funds reported $45.2B of iShares Russell 1000 Value ETF stock for Q1 2024, down 7.9% quarter-over-quarter.
- 104 funds opened new iShares Russell 1000 Value ETF positions in Q1 2024 and 98 closed out, a net change of +6 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q1 2024 was Alaska Permanent Fund, an estimated $151M added.
- The largest iShares Russell 1000 Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $4.83B sold.
Based on aggregated 13F filings for Q1 2024.