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iShares Russell 1000 Value ETF
IWD

1,519 hedge funds and large institutions have $44.6B invested in iShares Russell 1000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 485 increasing their positions, 548 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,073% more call options, than puts

Call options by funds: $38.3M | Put options by funds: $3.26M

5% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 83

0.21% less ownership

Funds ownership: 80.36% → 80.16% (-0.21%)

1% less capital invested

Capital invested by funds: $45.2B → $44.6B (-$653M)

1% less funds holding

Funds holding: 1,540 → 1,519 (-21)

10% less funds holding in top 10

Funds holding in top 10: 100 → 90 (-10)

11% less repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 548

Holders
1,519
Holders Change
-21
Holders Change %
-1.36%
% of All Funds
21.94%
Holding in Top 10
90
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10%
% of All Funds
1.3%
New
87
Increased
485
Reduced
548
Closed
83
Calls
$38.3M
Puts
$3.26M
Net Calls
+$35M
Net Calls Change
-$45.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$824M
2
AssetMark Inc
AssetMark Inc
California
+$101M
3
APF
Alaska Permanent Fund
Alaska
+$93.8M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$93.4M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$77.8M

Top Sellers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
-$404M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$137M
3
JP Morgan Chase
JP Morgan Chase
New York
-$124M
4
AIA
Alera Investment Advisors
Illinois
-$97.9M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$89.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1501
MidAtlantic Capital Management
Virginia
$8.38K – – –
CAM
1502
Creekmur Asset Management
Illinois
$8.38K +$8.39K +48 New
RA
1503
Ransom Advisory
Rhode Island
$7.85K – – –
TVWM
1504
Tower View Wealth Management
Wisconsin
$7.32K – – –
CSWG
1505
Cardinal Strategic Wealth Guidance
Kentucky
$7.15K +$7.17K +41 New
RI
1506
Ridgewood Investments
New Jersey
$7.15K +$7.17K +41 New
CHA
1507
Carmichael Hill & Associates
Maryland
$6.28K – – –
FCT
1508
First Community Trust
Iowa
$6.28K – – –
VF
1509
VitalStone Financial
Texas
$5.63K – – –
GIP
1510
Granite Investment Partners
California
$5.06K – – –
BC
1511
Broadwater Capital
Massachusetts
$4.54K – – –
IHWM
1512
Iron Horse Wealth Management
Iowa
$4.01K – – –
TFA
1513
Toth Financial Advisory
Virginia
$3.49K – – –
AWM
1514
AllSquare Wealth Management
New York
$3.49K – – –
FG
1515
Fairman Group
Pennsylvania
$2.79K – – –
PWM
1516
Provident Wealth Management
Tennessee
$2.79K – – –
KHC
1517
Koesten Hirschmann & Crabtree
Kansas
$2.47K – – –
LB
1518
Legacy Bridge
Iowa
$2.09K +$2.1K +12 New
TAM
1519
Tucker Asset Management
Colorado
$1.92K +$1.92K +11 New
MSG
1520
Main Street Group
Virginia
$1.39K – – –
AFS
1521
Annapolis Financial Services
Maryland
$1.05K – – –
TCA
1522
Trifecta Capital Advisors
Illinois
$349 -$16.8K -96 -98%
GAA
1523
Global Assets Advisory
Florida
– -$774K -137,958 Closed
CAM
1524
Crestone Asset Management
Colorado
– -$22.8M -127,433 Closed
LNC
1525
Lincoln National Corp
Pennsylvania
– -$18.4M -102,892 Closed
59 60
61
62 63

IWD Hedge Fund Activity: Q2 2024 in Review

1,519 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2024, worth a combined $44.6B — down 1.4% from $45.2B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IWD positions and 83 closed out — a net gain of 4 holders — while 485 added to existing stakes and 548 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $824M. The largest seller was Jones Financial Companies, cutting an estimated $404M.

  • 1,519 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2024, down from 1,540 in Q1 2024.
  • Funds reported $44.6B of iShares Russell 1000 Value ETF stock for Q2 2024, down 1.4% quarter-over-quarter.
  • 87 funds opened new iShares Russell 1000 Value ETF positions in Q2 2024 and 83 closed out, a net change of +4 holders.
  • The largest iShares Russell 1000 Value ETF buyer in Q2 2024 was Morgan Stanley, an estimated $824M added.
  • The largest iShares Russell 1000 Value ETF seller in Q2 2024 was Jones Financial Companies, an estimated $404M sold.

Based on aggregated 13F filings for Q2 2024.