iShares Russell 1000 Value ETF
1,441 hedge funds and large institutions have $38.1B invested in iShares Russell 1000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 406 increasing their positions, 521 reducing their positions, and 61 closing their positions.
1,614% more call options, than puts
Call options by funds: $58.6M | Put options by funds: $3.42M
57% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 61
4% more funds holding in top 10
Funds holding in top 10: 95 → 99 (+4)
2.69% more ownership
Funds ownership: 78.23% → 80.92% (+2.7%)
1% more funds holding
Funds holding: 1,424 → 1,441 (+17)
5% less capital invested
Capital invested by funds: $40B → $38.1B (-$1.87B)
22% less repeat investments, than reductions
Existing positions increased: 406 | Existing positions reduced: 521
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$761M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$255M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$99.9M |
| 4 |
CWM
Circle Wealth Management
Summit,
New Jersey
|
+$98.4M |
| 5 |
AIA
Alera Investment Advisors
Deerfield,
Illinois
|
+$71.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$637M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$127M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$85.2M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$70.2M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$62.4M |
IWD Hedge Fund Activity: Q3 2023 in Review
1,441 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q3 2023, worth a combined $38.1B — down 4.7% from $40B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new IWD positions and 61 closed out — a net gain of 35 holders — while 406 added to existing stakes and 521 trimmed.
The largest buyer was Pathstone Family Office, adding an estimated $761M. The largest seller was Morgan Stanley, cutting an estimated $637M.
- 1,441 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q3 2023, up from 1,424 in Q2 2023.
- Funds reported $38.1B of iShares Russell 1000 Value ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
- 96 funds opened new iShares Russell 1000 Value ETF positions in Q3 2023 and 61 closed out, a net change of +35 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q3 2023 was Pathstone Family Office, an estimated $761M added.
- The largest iShares Russell 1000 Value ETF seller in Q3 2023 was Morgan Stanley, an estimated $637M sold.
Based on aggregated 13F filings for Q3 2023.