iShares Russell 1000 Value ETF
1,734 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 255 funds opening new positions, 612 increasing their positions, 482 reducing their positions, and 72 closing their positions.
254% more first-time investments, than exits
New positions opened: 255 | Existing positions closed: 72
27% more repeat investments, than reductions
Existing positions increased: 612 | Existing positions reduced: 482
20% more call options, than puts
Call options by funds: $242M | Put options by funds: $202M
10% more funds holding
Funds holding: 1,580 → 1,734 (+154)
8% more capital invested
Capital invested by funds: $48.1B → $51.8B (+$3.71B)
4% more funds holding in top 10
Funds holding in top 10: 93 → 97 (+4)
1.47% more ownership
Funds ownership: 80.2% → 81.67% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.25B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$901M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$323M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$269M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$197M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$420M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$268M |
| 3 |
BlackRock
New York
|
-$105M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$98.3M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$63.1M |
IWD Hedge Fund Activity: Q4 2024 in Review
1,734 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2024, worth a combined $51.8B — up 7.7% from $48.1B a quarter earlier.
Buyers outnumbered sellers: 255 funds opened new IWD positions and 72 closed out — a net gain of 183 holders — while 612 added to existing stakes and 482 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.25B. The largest seller was Jones Financial Companies, cutting an estimated $420M.
- 1,734 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2024, up from 1,580 in Q3 2024.
- Funds reported $51.8B of iShares Russell 1000 Value ETF stock for Q4 2024, up 7.7% quarter-over-quarter.
- 255 funds opened new iShares Russell 1000 Value ETF positions in Q4 2024 and 72 closed out, a net change of +183 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q4 2024 was Morgan Stanley, an estimated $1.25B added.
- The largest iShares Russell 1000 Value ETF seller in Q4 2024 was Jones Financial Companies, an estimated $420M sold.
Based on aggregated 13F filings for Q4 2024.