iShares Russell 1000 Value ETF
1,519 hedge funds and large institutions have $44.6B invested in iShares Russell 1000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 485 increasing their positions, 548 reducing their positions, and 83 closing their positions.
1,073% more call options, than puts
Call options by funds: $38.3M | Put options by funds: $3.26M
5% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 83
0.21% less ownership
Funds ownership: 80.36% → 80.16% (-0.21%)
1% less capital invested
Capital invested by funds: $45.2B → $44.6B (-$653M)
1% less funds holding
Funds holding: 1,540 → 1,519 (-21)
10% less funds holding in top 10
Funds holding in top 10: 100 → 90 (-10)
11% less repeat investments, than reductions
Existing positions increased: 485 | Existing positions reduced: 548
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$824M |
| 2 |
AssetMark Inc
Concord,
California
|
+$101M |
| 3 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$93.8M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$93.4M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$77.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$404M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$137M |
| 3 |
JP Morgan Chase
New York
|
-$124M |
| 4 |
AIA
Alera Investment Advisors
Deerfield,
Illinois
|
-$97.9M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$89.2M |
IWD Hedge Fund Activity: Q2 2024 in Review
1,519 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2024, worth a combined $44.6B — down 1.4% from $45.2B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new IWD positions and 83 closed out — a net gain of 4 holders — while 485 added to existing stakes and 548 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $824M. The largest seller was Jones Financial Companies, cutting an estimated $404M.
- 1,519 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2024, down from 1,540 in Q1 2024.
- Funds reported $44.6B of iShares Russell 1000 Value ETF stock for Q2 2024, down 1.4% quarter-over-quarter.
- 87 funds opened new iShares Russell 1000 Value ETF positions in Q2 2024 and 83 closed out, a net change of +4 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q2 2024 was Morgan Stanley, an estimated $824M added.
- The largest iShares Russell 1000 Value ETF seller in Q2 2024 was Jones Financial Companies, an estimated $404M sold.
Based on aggregated 13F filings for Q2 2024.