iShares Russell 1000 Value ETF
IWD
1,555 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 219 funds opening new positions, 512 increasing their positions, 506 reducing their positions, and 78 closing their positions.
320% more call options, than puts
Call options by funds: $56.4M | Put options by funds: $13.4M
181% more first-time investments, than exits
New positions opened: 219 | Existing positions closed: 78
29% more capital invested
Capital invested by funds: $38.1B → $49.1B (+$11B)
8.06% more ownership
Funds ownership: 80.84% → 88.9% (+8.1%)
8% more funds holding
Funds holding: 1,441 → 1,555 (+114)
3% more funds holding in top 10
Funds holding in top 10: 98 → 101 (+3)
1% more repeat investments, than reductions
Existing positions increased: 512 | Existing positions reduced: 506
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.37B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$966M |
| 3 |
JP Morgan Chase
New York
|
+$210M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$198M |
| 5 |
BlackRock
New York
|
+$197M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Synovus Financial
Columbus,
Georgia
|
-$315M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$73.5M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$56.6M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$49.2M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$42.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWD
1626
True Wealth Design
Akron,
Ohio
| – | -$19.1K | -126 | Closed |
|
|
TLCM
1627
Twin Lakes Capital Management
Redwood Shores,
California
| – | -$17.5K | -115 | Closed |
|
|
WWP
1628
WR Wealth Planners
Columbia,
Missouri
| – | -$14.2K | -94 | Closed |
|
|
PGAM
1629
Princeton Global Asset Management
Princeton,
New Jersey
| – | -$12.8K | -84 | Closed |
|
|
SFC
1630
SYM Financial Corp
Winona Lake,
Indiana
| – | -$11.8K | -78 | Closed |
|
|
BA
1631
Ballast Advisors
Woodbury,
Minnesota
| – | -$9.26K | -61 | Closed |
|
1632
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$4.55K | -30 | Closed |
|
|
BWS
1633
Buck Wealth Strategies
Denver,
Colorado
| – | -$3.64K | -24 | Closed |
|
|
PCFFS
1634
Pacific Center for Financial Services
San Ramon,
California
| – | -$1.97K | -13 | Closed |
|
|
ICM
1635
Intrepid Capital Management
Jacksonville Beach,
Florida
| – | -$1.52K | -10 | Closed |
|
|
GM
1636
GeoWealth Management
Chicago,
Illinois
| – | -$1K | -4 | Closed |
|
IWD Hedge Fund Activity: Q4 2023 in Review
1,555 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2023, worth a combined $49.1B — up 29% from $38.1B a quarter earlier.
Buyers outnumbered sellers: 219 funds opened new IWD positions and 78 closed out — a net gain of 141 holders — while 512 added to existing stakes and 506 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.37B. The largest seller was Synovus Financial, cutting an estimated $315M.
- 1,555 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2023, up from 1,441 in Q3 2023.
- Funds reported $49.1B of iShares Russell 1000 Value ETF stock for Q4 2023, up 29% quarter-over-quarter.
- 219 funds opened new iShares Russell 1000 Value ETF positions in Q4 2023 and 78 closed out, a net change of +141 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $4.37B added.
- The largest iShares Russell 1000 Value ETF seller in Q4 2023 was Synovus Financial, an estimated $315M sold.
Based on aggregated 13F filings for Q4 2023.