iShares Russell 1000 Value ETF
IWD
1,583 hedge funds and large institutions have $48.2B invested in iShares Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 529 increasing their positions, 533 reducing their positions, and 41 closing their positions.
198% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 41
8% more capital invested
Capital invested by funds: $44.7B → $48.2B (+$3.55B)
4% more funds holding
Funds holding: 1,522 → 1,583 (+61)
3% more funds holding in top 10
Funds holding in top 10: 92 → 95 (+3)
0.26% less ownership
Funds ownership: 80.17% → 79.91% (-0.26%)
1% less repeat investments, than reductions
Existing positions increased: 529 | Existing positions reduced: 533
8% less call options, than puts
Call options by funds: $113M | Put options by funds: $124M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$142M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$126M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$113M |
| 4 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
+$87.9M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$81.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$156M |
| 2 |
HMH
Hackensack Meridian Health
Edison,
New Jersey
|
-$144M |
| 3 |
Morgan Stanley
New York
|
-$129M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$119M |
| 5 |
Goldman Sachs
New York
|
-$102M |
IWD Hedge Fund Activity: Q3 2024 in Review
1,583 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q3 2024, worth a combined $48.2B — up 7.9% from $44.7B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new IWD positions and 41 closed out — a net gain of 81 holders — while 529 added to existing stakes and 533 trimmed.
The largest buyer was BNP Paribas Financial Markets, adding an estimated $142M. The largest seller was Bank of America, cutting an estimated $156M.
- 1,583 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q3 2024, up from 1,522 in Q2 2024.
- Funds reported $48.2B of iShares Russell 1000 Value ETF stock for Q3 2024, up 7.9% quarter-over-quarter.
- 122 funds opened new iShares Russell 1000 Value ETF positions in Q3 2024 and 41 closed out, a net change of +81 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q3 2024 was BNP Paribas Financial Markets, an estimated $142M added.
- The largest iShares Russell 1000 Value ETF seller in Q3 2024 was Bank of America, an estimated $156M sold.
Based on aggregated 13F filings for Q3 2024.