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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.37B 49,361,800 -856,048 -2%
Morgan Stanley
2
Morgan Stanley
New York
$6.05B 31,880,065 -705,485 -2%
Goldman Sachs
3
Goldman Sachs
New York
$2.89B 15,226,451 -559,934 -4%
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.77B 9,338,765 -362,909 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.69B 8,914,295 -655,071 -7%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.63B 8,580,333 -435,624 -5%
UBS Group
7
UBS Group
Switzerland
$1.3B 6,872,118 +121,475 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.23B 6,477,112 +156,180 +2%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$1.17B 6,176,661 +83,566 +1%
Wells Fargo
10
Wells Fargo
California
$873M 4,600,718 +19,826 +0.4%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$843M 4,439,383 +691,759 +18%
Northern Trust
12
Northern Trust
Illinois
$744M 3,918,335 +86,560 +2%
RJA
13
Raymond James & Associates
Florida
$696M 3,666,344 +22,295 +0.6%
M&T Bank
14
M&T Bank
New York
$673M 3,547,779 -98,783 -3%
LPL Financial
15
LPL Financial
California
$625M 3,293,977 +23,197 +0.7%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$616M 3,247,266 +10,304 +0.3%
SF
17
Synovus Financial
Georgia
$541M 2,848,914 +34,700 +1%
JRP
18
Jasper Ridge Partners
California
$516M 2,717,576 +273,524 +11%
BlackRock
19
BlackRock
New York
$494M 2,601,856 +152,199 +6%
APF
20
Alaska Permanent Fund
Alaska
$468M 2,463,552 -2,554 -0.1%
Truist Financial
21
Truist Financial
North Carolina
$418M 2,202,074 -65,136 -3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$390M 2,052,806 -58,239 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$378M 1,993,105 -27,915 -1%
Stifel Financial
24
Stifel Financial
Missouri
$370M 1,947,425 +70,612 +4%
Prudential Financial
25
Prudential Financial
New Jersey
$368M 1,941,256 +620,230 +47%
1
2 3 4 5