IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,564 hedge funds and large institutions have $48.1B invested in iShares Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 524 increasing their positions, 526 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+61
Holders Change %
+4.06%
% of All Funds
22.63%
Holding in Top 10
91
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.41%
% of All Funds
1.32%
New
122
Increased
524
Reduced
526
Closed
41
Calls
$113M
Puts
$124M
Net Calls
-$10.5M
Net Calls Change
-$45.5M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$148M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$843M
3
Prudential Financial
3
Prudential Financial
New Jersey
$368M
4
JHU
4
Johns Hopkins University
Maryland
$210M
5
American Century Companies
5
American Century Companies
Missouri
$112M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.37B
2
HMH
2
Hackensack Meridian Health
New Jersey
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$6.05B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.69B
5
Goldman Sachs
5
Goldman Sachs
New York
$2.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
201
Westwood Holdings Group
Texas
$12M -$5.05M -26,604 -30%
BCG
202
Breakwater Capital Group
New Jersey
$11.9M +$63K +332 +0.5%
OC
203
Oppenheimer & Co
New York
$11.8M -$699K -3,684 -6%
NA
204
Nottingham Advisors
New York
$11.7M -$941K -4,956 -7%
PA
205
Prism Advisors
California
$11.6M -$10.1K -53 -0.1%
FWM
206
FMA Wealth Management
Massachusetts
$11.5M -$57.9K -305 -0.5%
BF
207
BOK Financial
Oklahoma
$11.5M +$204K +1,085 +2%
OAM
208
Oppenheimer Asset Management
New York
$11.3M -$777K -4,092 -6%
HTC
209
Haverford Trust Company
Pennsylvania
$11.1M -$1.02M -5,353 -8%
GIM
210
Goelzer Investment Management
Indiana
$11M +$175K +924 +2%
ATPW
211
Ashton Thomas Private Wealth
Arizona
$11M +$97K +511 +0.9%
VWA
212
Visionary Wealth Advisors
Illinois
$10.9M -$364K -1,916 -3%
RDIA
213
RE Dickinson Investment Advisors
Iowa
$10.9M +$153K +805 +1%
WB
214
West Bancorporation
Iowa
$10.8M +$147K +774 +1%
MG
215
Mather Group
Illinois
$10.8M -$1.36M -7,154 -11%
ACA
216
Aptus Capital Advisors
Alabama
$10.8M +$7.6M +40,026 +237%
AWE
217
Avidian Wealth Enterprises
Texas
$10.8M -$143K -753 -1%
IP
218
Investment Partners
Ohio
$10.7M -$149K -786 -1%
PWM
219
Proathlete Wealth Management
Florida
$10.5M +$1.11M +5,840 +12%
CPIG
220
Chicago Partners Investment Group
Illinois
$10.2M +$764 +4 +0%
NOI
221
Newton One Investments
Delaware
$9.99M -$286K -1,507 -3%
VOYA Investment Management
222
VOYA Investment Management
Georgia
$9.75M -$4.77M -25,141 -33%
MIM
223
MetLife Investment Management
New Jersey
$9.64M +$3.97M +20,900 +70%
GC
224
Guggenheim Capital
Illinois
$9.62M -$3.8K -20 -0%
JIC
225
Johnson Investment Counsel
Ohio
$9.61M -$145K -764 -1%
7 8
9
10 11