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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 %
RWPA
1601
Richard W. Paul & Associates
Michigan
$46.8K -$4.81K -26 -9%
CWM
1602
Centricity Wealth Management
Ohio
$46.3K +$46.3K +250 New
HWA
1603
HHM Wealth Advisors
Tennessee
$46.1K – – –
JHCP
1604
Jackson Hole Capital Partners
Oklahoma
$45.7K – – –
RA
1605
Rise Advisors
New York
$45.6K +$185 +1 +0.4%
T
1606
Tidemark
California
$45.2K -$73.3K -396 -62%
GFPC
1607
Global Financial Private Client
Florida
$43.5K – – –
NECFA
1608
New England Capital Financial Advisors
Connecticut
$43K – – –
VNA
1609
Valley National Advisers
Pennsylvania
$41K -$3.48K -19 -8%
JFG
1610
JDM Financial Group
Texas
$40K +$185 +1 +0.5%
FFA
1611
Frazier Financial Advisors
Ohio
$38.2K -$3.32K -18 -8%
AWM
1612
Abound Wealth Management
Tennessee
$37.4K +$185 +1 +0.5%
AWM
1613
Aberdeen Wealth Management
Illinois
$37K – – –
HFS
1614
Hantz Financial Services
Michigan
$35K +$35K +187 New
CCM
1615
Chilton Capital Management
Texas
$34.8K – – –
PFSC
1616
Peoples Financial Services Corp
Pennsylvania
$34.2K – – –
VWA
1617
VSM Wealth Advisory
Maryland
$34.2K +$34.2K +185 New
SIC
1618
SJS Investment Consulting
Ohio
$33.9K – – –
AIM
1619
Access Investment Management
Georgia
$33.3K – – –
HHGA
1620
Halbert Hargrove Global Advisors
California
$32.2K +$32.2K +174 New
PWS
1621
Peterson Wealth Services
Utah
$32K +$32K +173 New
SIM
1622
Studio Investment Management
Illinois
$31.8K – – –
SC
1623
Stephens Consulting
Michigan
$31.8K – – –
EBA
1624
Eagle Bay Advisors
New York
$31.7K – – –
CTA
1625
Colonial Trust Advisors
South Carolina
$31.3K – – –
63 64
65
66 67