IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,544 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 215 funds opening new positions, 507 increasing their positions, 506 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,544
Holders Change
+110
Holders Change %
+7.67%
% of All Funds
22.64%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
1.47%
New
215
Increased
507
Reduced
506
Closed
78
Calls
$56.4M
Puts
$13.4M
Net Calls
+$43M
Net Calls Change
-$12.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$9.32B
2
Bank of America
Bank of America
North Carolina
$9.2B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.64B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.18B
5
BlackRock
BlackRock
New York
$627M

Top Sellers

1
SF
Synovus Financial
Georgia
$460M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.76B
3
American Century Companies
American Century Companies
Missouri
$42.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
$80.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
176
Country Club Bank
Missouri
$16.1M +$2.6M +15,678 +19%
SIM
177
Stratos Investment Management
Ohio
$16M -$474K -2,868 -3%
WHG
178
Westwood Holdings Group
Texas
$15.9M +$258K +1,561 +2%
Citadel Advisors
179
Citadel Advisors
Florida
$15.3M +$9.92M +60,051 +184%
GIA
180
GHP Investment Advisors
Colorado
$15.3M -$147K -888 -0.9%
WW
181
Westshore Wealth
California
$15.3M +$1.84M +11,160 +14%
BSW
182
Buckingham Strategic Wealth
Missouri
$15.1M +$2.02M +12,211 +15%
HCC
183
Hirtle Callaghan & Co
Pennsylvania
$15M -$31.4K -190 -0.2%
VVP
184
Venture Visionary Partners
Ohio
$14.9M +$14.1M +85,251 +1,729%
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$14.8M +$14.8M +89,757 New
WANY
186
Wealthspire Advisors (New York)
New York
$14.8M -$152K -922 -1%
Jane Street
187
Jane Street
New York
$14.5M +$5.23M +31,652 +56%
Principal Financial Group
188
Principal Financial Group
Iowa
$14.4M -$141K -854 -1%
WTB
189
Washington Trust Bank
Washington
$14.2M +$13.5M +81,459 +1,928%
NFW
190
Noble Family Wealth
Florida
$14.1M -$261K -1,577 -2%
Natixis Advisors
191
Natixis Advisors
Massachusetts
$14M +$989K +5,986 +8%
AAS
192
Avantax Advisory Services
Texas
$14M +$4.43M +26,800 +46%
IIC
193
Integrated Investment Consultants
Michigan
$13.9M -$33.4K -202 -0.2%
CWC
194
Carolinas Wealth Consulting
North Carolina
$13.9M -$307K -1,860 -2%
VOYA Investment Management
195
VOYA Investment Management
Georgia
$13.8M +$1.51M +9,141 +12%
MCCA
196
Mill Creek Capital Advisors
Pennsylvania
$13.7M – – –
GT
197
Glenmede Trust
Pennsylvania
$13.6M +$1.61M +9,736 +13%
IFO
198
Independent Family Office
New York
$13.6M -$695K -4,207 -5%
FCBT
199
First Citizens Bank & Trust
North Carolina
$13.6M -$1.13M -6,857 -8%
NA
200
NewEdge Advisors
Louisiana
$13.5M -$11.2M -67,589 -45%
6 7
8
9 10