IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,714 hedge funds and large institutions have $51.8B invested in iShares Russell 1000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 606 increasing their positions, 477 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,714
Holders Change
+149
Holders Change %
+9.52%
% of All Funds
22.81%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.26%
New
249
Increased
606
Reduced
477
Closed
71
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.2B
2
Bank of America
Bank of America
North Carolina
+$870M
3
Wells Fargo
Wells Fargo
California
+$312M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$259M
5
Prudential Financial
Prudential Financial
New Jersey
+$190M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$406M
2
IAIM
International Assets Investment Management
Florida
-$258M
3
BlackRock
BlackRock
New York
-$101M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$94.9M
5
RRAM
River Road Asset Management
Kentucky
-$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SN
1576
Sittner & Nelson
Oregon
$64.1K – – –
WIM
1577
Westside Investment Management
California
$63.7K – – –
CSPIA
1578
Cary Street Partners Investment Advisory
Virginia
$62.9K -$3.72M -20,099 -98%
CPG
1579
Cornerstone Planning Group
New Jersey
$62.9K -$777 -4 -1%
RWS
1580
Retirement Wealth Solutions
Wisconsin
$61.9K +$61.9K +337 New
AEPWM
1581
Atlantic Edge Private Wealth Management
Florida
$60.4K +$50.2K +271 +493%
MM
1582
Main Management
California
$60K – – –
DP
1583
Denver PWM
Colorado
$58.6K +$185 +1 +0.3%
VWM
1584
Venturi Wealth Management
Texas
$56.7K -$8.52K -46 -13%
CB
1585
CNB Bank
Pennsylvania
$56.5K – – –
MHR
1586
Matthew Hamilton Rosenberg
$56.3K -$5.74K -31 -9%
MAS
1587
MPWM Advisory Solutions
Georgia
$56.1K +$56.1K +303 New
APW
1588
Atlantic Private Wealth
North Carolina
$55.7K – – –
FFWM
1589
Future Financial Wealth Management
Ohio
$55.5K – – –
NCM
1590
Northwest Capital Management
Oregon
$55.2K – – –
SIS
1591
Sound Income Strategies
Florida
$54K -$370 -2 -0.7%
PSB
1592
Piscataqua Savings Bank
New Hampshire
$53.7K – – –
OSNBOA
1593
Old Second National Bank of Aurora
Illinois
$52.6K – – –
MIM
1594
Marshall Investment Management
Colorado
$52.2K +$52.2K +275 New
EWP
1595
Elevation Wealth Partners
California
$51.4K +$370 +2 +0.7%
OL
1596
one8zero8 LLC
North Carolina
$49.8K +$49.8K +269 New
NSIM
1597
North Star Investment Management
Illinois
$49.7K +$185 +1 +0.4%
HR
1598
Howe & Rusling
New York
$49.4K +$3.33K +18 +7%
PIP
1599
Peachtree Investment Partners
Florida
$49.1K – – –
CJ
1600
Caitlin John
Michigan
$48.1K – – –
62 63
64
65 66