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 %
Koshinski Asset Management
1576
Koshinski Asset Management
Illinois
– -$428K -2,818 Closed
FIA
1577
FNY Investment Advisers
New York
– -$425K -2,800 Closed
QT
1578
Quantbot Technologies
New York
– -$351K -2,314 Closed
DWA
1579
Douglass Winthrop Advisors
New York
– -$317K -2,085 Closed
SPP
1580
Single Point Partners
Massachusetts
– -$276K -1,804 Closed
GAG
1581
Goodman Advisory Group
Massachusetts
– -$270K -1,780 Closed
EW
1582
Evoke Wealth
California
– -$272K -1,778 Closed
SCA
1583
Sandy Cove Advisors
Massachusetts
– -$264K -1,741 Closed
BA
1584
Bridge Advisory
California
– -$257K -1,693 Closed
AAG
1585
Avalon Advisory Group
Pennsylvania
– -$257K -1,693 Closed
CCFCSB
1586
Cape Cod Five Cents Savings Bank
Massachusetts
– -$247K -1,630 Closed
SFC
1587
Strategic Financial Concepts
Texas
– -$239K -1,577 Closed
JCM
1588
Jacobi Capital Management
Pennsylvania
– -$235K -1,547 Closed
SDWMA
1589
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$228K -1,505 Closed
SCM
1590
Shelton Capital Management
Colorado
– -$224K -1,477 Closed
AGC
1591
Aspen Grove Capital
Colorado
– -$223K -1,461 Closed
EC
1592
EdgeRock Capital
Colorado
– -$220K -1,437 Closed
AT
1593
Arlington Trust
Alabama
– -$217K -1,428 Closed
AP
1594
Arlington Partners
Alabama
– -$217K -1,428 Closed
KA
1595
Kovack Advisors
Florida
– -$211K -1,388 Closed
OHIS
1596
Oak Harvest Investment Services
Texas
– -$207K -1,362 Closed
LA
1597
LVW Advisors
New York
– -$204K -1,343 Closed
RIA
1598
Realta Investment Advisors
Delaware
– -$176K -1,116 Closed
PC
1599
Pecaut & Co
Iowa
– -$157K -1,032 Closed
IPW
1600
Impact Partnership Wealth
Georgia
– -$152K -1,003 Closed
61 62 63
64
65