IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,564 hedge funds and large institutions have $48.1B invested in iShares Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 524 increasing their positions, 526 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+61
Holders Change %
+4.06%
% of All Funds
22.63%
Holding in Top 10
91
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.41%
% of All Funds
1.32%
New
122
Increased
524
Reduced
526
Closed
41
Calls
$113M
Puts
$124M
Net Calls
-$10.5M
Net Calls Change
-$45.5M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$148M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$843M
3
Prudential Financial
3
Prudential Financial
New Jersey
$368M
4
JHU
4
Johns Hopkins University
Maryland
$210M
5
American Century Companies
5
American Century Companies
Missouri
$112M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.37B
2
HMH
2
Hackensack Meridian Health
New Jersey
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$6.05B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.69B
5
Goldman Sachs
5
Goldman Sachs
New York
$2.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
GIP
1551
Granite Investment Partners
California
$5.5K – – –
IHWM
1552
Iron Horse Wealth Management
Iowa
$4.37K – – –
AWM
1553
AllSquare Wealth Management
New York
$3.8K – – –
TFA
1554
Toth Financial Advisory
Virginia
$3.8K – – –
PWM
1555
Provident Wealth Management
Tennessee
$3.04K – – –
FG
1556
Fairman Group
Pennsylvania
$3.04K – – –
KHC
1557
Koesten Hirschmann & Crabtree
Kansas
$2.65K – – –
UCI
1558
Uncommon Cents Investing
Wisconsin
$2.47K +$2.47K +13 New
LB
1559
Legacy Bridge
Iowa
$2.28K – – –
S
1560
Sachetta
Massachusetts
$1.72K +$1.72K +9 New
TCG
1561
Transcendent Capital Group
Oklahoma
$1.71K +$1.71K +9 New
MSG
1562
Main Street Group
Virginia
$1.52K – – –
AFS
1563
Annapolis Financial Services
Maryland
$1.14K – – –
HC
1564
Hara Capital
Washington
$949 +$949 +5 New
MFA
1565
McClarren Financial Advisors
Pennsylvania
$929 +$294 +564 +46%
NC
1566
Nixon Capital
Texas
$759 +$759 +4 New
TCA
1567
Trifecta Capital Advisors
Illinois
$380 – – –
HMH
1568
Hackensack Meridian Health
New Jersey
– -$144M -826,000 Closed
Charles Schwab
1569
Charles Schwab
California
– -$12.2M -70,166 Closed
D.E. Shaw & Co
1570
D.E. Shaw & Co
New York
– -$7.35M -42,110 Closed
SW
1571
SVB Wealth
Massachusetts
– -$3.95M -22,667 Closed
OMC
1572
Old Mission Capital
Illinois
– -$2.55M -14,588 Closed
Barclays
1573
Barclays
United Kingdom
– -$1.4M -8,002 Closed
IA
1574
IFG Advisory
Georgia
– -$1.34M -7,677 Closed
WIM
1575
Warwick Investment Management
Texas
– -$1.14M -6,523 Closed
61 62
63
64 65