IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,544 hedge funds and large institutions have $49.1B invested in iShares Russell 1000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 507 increasing their positions, 506 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,544
Holders Change
+110
Holders Change %
+7.67%
% of All Funds
22.64%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
1.47%
New
215
Increased
507
Reduced
506
Closed
78
Calls
$56.4M
Puts
$13.4M
Net Calls
+$43M
Net Calls Change
-$12.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$9.32B
2
Bank of America
Bank of America
North Carolina
$9.2B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.64B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.18B
5
BlackRock
BlackRock
New York
$627M

Top Sellers

1
SF
Synovus Financial
Georgia
$460M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.76B
3
American Century Companies
American Century Companies
Missouri
$42.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
$80.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCT
1526
First Community Trust
Iowa
$5.95K – – –
VF
1527
VitalStone Financial
Texas
$5K – – –
NC
1528
NewSquare Capital
Pennsylvania
$4.96K – – –
NF
1529
Norwood Financial
Pennsylvania
$4.96K – – –
GIP
1530
Granite Investment Partners
California
$4.79K – – –
GWM
1531
Guardian Wealth Management
Illinois
$4.46K – – –
RA
1532
Rise Advisors
New York
$3.94K +$49 +3 +1%
IHWM
1533
Iron Horse Wealth Management
Iowa
$3.8K – – –
LPP
1534
Life Planning Partners
Florida
$3.64K +$3.64K +22 New
TFA
1535
Toth Financial Advisory
Virginia
$3.31K – – –
AWM
1536
AllSquare Wealth Management
New York
$3.31K – – –
CIA
1537
Cape Investment Advisory
Georgia
$2.81K -$39K -236 -93%
TRCT
1538
Tower Research Capital (TRC)
New York
$2.81K -$1.82K -11 -39%
FG
1539
Fairman Group
Pennsylvania
$2.64K +$2.64K +16 New
PWM
1540
Provident Wealth Management
Tennessee
$2.64K +$2.64K +16 New
AWM
1541
Able Wealth Management
New Jersey
$2.37K +$2.37K +14 New
KHC
1542
Koesten Hirschmann & Crabtree
Kansas
$2.27K – – –
MSG
1543
Main Street Group
Virginia
$1.32K +$1.32K +8 New
TFA
1544
Transamerica Financial Advisors
Florida
$1K – – –
AFS
1545
Annapolis Financial Services
Maryland
$992 – – –
KA
1546
Kozak & Associates
Colorado
$652 +$652 +4 New
SFA
1547
Semmax Financial Advisors
North Carolina
$42 -$38 – –
CIAS
1548
CFS Investment Advisory Services
New Jersey
– -$17M -111,685 Closed
CA
1549
Cambridge Associates
Massachusetts
– -$12.4M -81,471 Closed
HIMCH
1550
Hartford Investment Management Co (HIMCO)
Connecticut
– -$11.6M -76,110 Closed
60 61
62
63 64