IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,713 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, 476 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
+149
Holders Change %
+9.53%
% 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
476
Closed
71
Calls
$242M
Puts
$202M
Net Calls
+$39.6M
Net Calls Change
+$50.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.1B
2
Bank of America
2
Bank of America
North Carolina
$10B
3
Wells Fargo
3
Wells Fargo
California
$1.16B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.46B
5
Prudential Financial
5
Prudential Financial
New Jersey
$549M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$738M
2
IAIM
2
International Assets Investment Management
Florida
$1.97M
3
BlackRock
3
BlackRock
New York
$380M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$228M
5
RRAM
5
River Road Asset Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
151
IEQ Capital
California
$23.6M +$19.3M +104,329 +449%
Cambridge Investment Research Advisors
152
Cambridge Investment Research Advisors
Iowa
$23.6M +$55.5K +300 +0.2%
LFAS
153
Level Four Advisory Services
Texas
$23.2M +$22M +119,057 +1,911%
SIM
154
Stratos Investment Management
Ohio
$22.6M +$2.87M +15,525 +15%
FCI
155
Financial Counselors Inc
Kansas
$22.5M +$1.68M +9,060 +8%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$22.4M +$32.8K +177 +0.1%
PA
157
PFW Advisors
Georgia
$22.4M +$22.4M +120,726 New
DWM
158
Dynasty Wealth Management
Florida
$21.9M +$20.3M +109,552 +1,235%
LA
159
LWM Advisors
California
$21.9M +$21.9M +118,408 New
CG
160
Corundum Group
Colorado
$21.7M -$753K -4,067 -3%
TA
161
TruWealth Advisors
Louisiana
$21.4M +$475K +2,566 +2%
ClearBridge Investments
162
ClearBridge Investments
New York
$21.2M +$20.3M +109,721 +2,379%
CFO
163
Callan Family Office
Pennsylvania
$20.8M +$8.18M +44,170 +65%
Neuberger Berman Group
164
Neuberger Berman Group
New York
$20.8M +$8.92M +48,485 +75%
Diamond Hill Capital Management
165
Diamond Hill Capital Management
Ohio
$20.8M +$20.5M +110,564 +5,753%
SA
166
Sanctuary Advisors
Indiana
$20.6M +$704K +3,614 +4%
PFBT
167
Parkside Financial Bank & Trust
Missouri
$20.4M +$164K +886 +0.8%
FB
168
Fulton Bank
Pennsylvania
$20.2M -$883K -4,768 -4%
AC
169
AWM Capital
Arizona
$20.1M -$1.1M -5,935 -5%
OPS
170
Orion Portfolio Solutions
Nebraska
$19.9M +$7.63M +41,200 +62%
BCI
171
Brinker Capital Investments
Pennsylvania
$19.9M +$7.63M +41,200 +62%
WANY
172
Wealthspire Advisors (New York)
New York
$19.9M +$40.9K +221 +0.2%
VVP
173
Venture Visionary Partners
Ohio
$19.2M +$864K +4,665 +5%
SA
174
Sylvest Advisors
Texas
$19M +$19M +102,632 New
WW
175
Westshore Wealth
California
$19M +$23.9K +129 +0.1%
5 6
7
8 9