IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,417 hedge funds and large institutions have $39.9B invested in iShares Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 434 increasing their positions, 545 reducing their positions, and 70 closing their positions.

Holders
1,417
Holders Change
+12
Holders Change %
+0.85%
% of All Funds
22.35%
Holding in Top 10
93
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.06%
% of All Funds
1.47%
New
95
Increased
434
Reduced
545
Closed
70
Calls
$69.7M
Puts
$8.47M
Net Calls
+$61.2M
Net Calls Change
+$31.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.07B
2
HMH
2
Hackensack Meridian Health
New Jersey
$114M
3
APF
3
Alaska Permanent Fund
Alaska
$106M
4
RRAM
4
River Road Asset Management
Kentucky
$70.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$193M

Top Sellers

1
BlackRock
1
BlackRock
New York
$414M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$226M
3
American Century Companies
3
American Century Companies
Missouri
$225M
4
UMC
4
UNC Management Company
North Carolina
$108M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$957M
Name Market Value Shares Shares
Change 		Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
151
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.8M 100,000 -50,000 -33%
CWC
152
Carolinas Wealth Consulting
North Carolina
$15.8M 99,915 +2,205 +2%
TAIM
153
TD Ameritrade Investment Management
Nebraska
$15.7M 99,427 -6,090 -6%
LNC
154
Lincoln National Corp
Pennsylvania
$15.3M 96,972 -42,397 -30%
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$15.1M 95,827 +80,457 +523%
GIA
156
GHP Investment Advisors
Colorado
$15.1M 93,771 -2,483 -3%
TA
157
TruWealth Advisors
Louisiana
$14.9M 94,553 +3,879 +4%
RhumbLine Advisers
158
RhumbLine Advisers
Massachusetts
$14.8M 93,792 +41,838 +81%
FCBT
159
First Citizens Bank & Trust
North Carolina
$14.8M 93,590 +23,175 +33%
CIAS
160
CFS Investment Advisory Services
New Jersey
$14.5M 91,985 -1,903 -2%
HCC
161
Hirtle Callaghan & Co
Pennsylvania
$14.4M 91,015 -1,156 -1%
UB
162
UMB Bank
Missouri
$14.3M 90,752 -5,567 -6%
EWA
163
EP Wealth Advisors
California
$14.3M 19,069 +3,671 +24%
SS
164
Simplicity Solutions
Minnesota
$14.3M 90,333 +11,897 +15%
NFW
165
Noble Family Wealth
Florida
$14M 88,786 -666 -0.7%
WCAMG
166
Woodard & Company Asset Management Group
North Carolina
$13.9M 88,360 -2,548 -3%
SAM
167
Silvercrest Asset Management
New York
$13.8M 87,606 +3,798 +5%
WANY
168
Wealthspire Advisors (New York)
New York
$13.7M 86,511 -4,254 -5%
IFO
169
Independent Family Office
New York
$13.6M 86,012 -1,233 -1%
IIC
170
Integrated Investment Consultants
Michigan
$13.5M 85,624 -166 -0.2%
BCM
171
BTC Capital Management
Iowa
$13.5M 85,569 +1,553 +2%
BCI
172
Brinker Capital Investments
Pennsylvania
$13.3M 84,018 +1,660 +2%
OPS
173
Orion Portfolio Solutions
Nebraska
$13.3M 84,018 +1,660 +2%
VWA
174
Visionary Wealth Advisors
Illinois
$13.2M 83,938 -215 -0.3%
CI
175
Cambiar Investors
Colorado
$13M 82,068 -109,275 -57%
5 6
7
8 9