iShares Russell 1000 Value ETF
1,542 hedge funds and large institutions have $45.3B invested in iShares Russell 1000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 448 increasing their positions, 627 reducing their positions, and 97 closing their positions.
922% more call options, than puts
Call options by funds: $89.6M | Put options by funds: $8.77M
7% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 97
2% more capital invested
Capital invested by funds: $44.5B → $45.3B (+$773M)
0.18% less ownership
Funds ownership: 80.64% → 80.45% (-0.18%)
1% less funds holding
Funds holding: 1,557 → 1,542 (-15)
1% less funds holding in top 10
Funds holding in top 10: 103 → 102 (-1)
29% less repeat investments, than reductions
Existing positions increased: 448 | Existing positions reduced: 627
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$151M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$128M |
| 3 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
+$61.9M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$47.3M |
| 5 |
G
Gainplan
Bloomfield Hills,
Michigan
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$994M |
| 2 |
BlackRock
New York
|
-$257M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$149M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$144M |
| 5 |
UMC
UNC Management Company
Chapel Hill,
North Carolina
|
-$113M |
IWD Hedge Fund Activity: Q1 2024 in Review
1,542 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q1 2024, worth a combined $45.3B — up 1.7% from $44.5B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new IWD positions and 97 closed out — a net gain of 7 holders — while 448 added to existing stakes and 627 trimmed.
The largest buyer was Alaska Permanent Fund, adding an estimated $151M. The largest seller was Bank of America, cutting an estimated $994M.
- 1,542 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q1 2024, down from 1,557 in Q4 2023.
- Funds reported $45.3B of iShares Russell 1000 Value ETF stock for Q1 2024, up 1.7% quarter-over-quarter.
- 104 funds opened new iShares Russell 1000 Value ETF positions in Q1 2024 and 97 closed out, a net change of +7 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q1 2024 was Alaska Permanent Fund, an estimated $151M added.
- The largest iShares Russell 1000 Value ETF seller in Q1 2024 was Bank of America, an estimated $994M sold.
Based on aggregated 13F filings for Q1 2024.