IWD icon

iShares Russell 1000 Value ETF

1,526 hedge funds and large institutions have $45.2B invested in iShares Russell 1000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 441 increasing their positions, 625 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,526
Holders Change
-18
Holders Change %
-1.17%
% of All Funds
22.12%
Holding in Top 10
99
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1%
% of All Funds
1.44%
New
101
Increased
441
Reduced
625
Closed
98
Calls
$89.6M
Puts
$8.77M
Net Calls
+$80.9M
Net Calls Change
+$37.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Massachusetts Financial Services
176
Massachusetts Financial Services
Massachusetts
$14.2M -$52.3M -291,799 -79%
RFA
177
RTD Financial Advisors
Pennsylvania
$14.2M +$390K +2,177 +3%
SAM
178
Silvercrest Asset Management
New York
$13.9M -$4.7M -26,220 -25%
GT
179
Glenmede Trust
Pennsylvania
$13.7M -$1.13M -6,317 -8%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$13.5M +$2.98M +16,650 +28%
KP
181
Keel Point
Alabama
$13.5M +$365K +2,037 +3%
Nuveen Asset Management
182
Nuveen Asset Management
Illinois
$13.4M -$25M -139,794 -65%
CM
183
Churchill Management
California
$13M +$94.7K +529 +0.7%
HTC
184
Haverford Trust Company
Pennsylvania
$12.9M -$473K -2,641 -4%
EIC
185
Equity Investment Corp
Georgia
$12.8M -$32.1M -179,167 -71%
I2I
186
Insight 2811 Inc
Illinois
$12.8M +$59.3K +331 +0.5%
BPA
187
Beacon Pointe Advisors
California
$12.7M -$505K -2,822 -4%
KPWS
188
Kestra Private Wealth Services
Texas
$12.7M +$272K +1,521 +2%
AAS
189
Avantax Advisory Services
Texas
$12.6M -$2.51M -14,009 -17%
CCWA
190
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.5M -$136K -761 -1%
MIM
191
MetLife Investment Management
New Jersey
$12.5M +$519K +2,900 +4%
GS
192
GTS Securities
New York
$12.4M -$5.4M -30,110 -30%
SWRP
193
Summit Wealth & Retirement Planning
California
$12.2M -$66.3K -370 -0.5%
MA
194
Montag & Associates
Georgia
$12M +$379K +2,114 +3%
VOYA Investment Management
195
VOYA Investment Management
Georgia
$12M -$2.95M -16,490 -20%
NA
196
Nottingham Advisors
New York
$12M -$153K -853 -1%
Charles Schwab
197
Charles Schwab
California
$11.8M -$797K -4,449 -6%
BCI
198
Brinker Capital Investments
Pennsylvania
$11.8M -$17M -94,738 -59%
OPS
199
Orion Portfolio Solutions
Nebraska
$11.8M -$17M -94,738 -59%
XF
200
XML Financial
Maryland
$11.8M +$13.4K +75 +0.1%