iShares Russell 1000 Value ETF
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
205% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 40
4% more funds holding
Funds holding: 1,490 [Q2] → 1,550 (+60) [Q3]
3% more funds holding in top 10
Funds holding in top 10: 89 [Q2] → 92 (+3) [Q3]
2% less repeat investments, than reductions
Existing positions increased: 516 | Existing positions reduced: 525
4% less capital invested
Capital invested by funds: $52.2B [Q2] → $50.2B (-$2.06B) [Q3]
8% less call options, than puts
Call options by funds: $113M | Put options by funds: $124M
10.3% less ownership
Funds ownership: 93.21% [Q2] → 82.91% (-10.3%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for IWD.
Financial journalist opinion
Based on 3 articles about IWD published over the past 30 days
Neutral
Zacks Investment Research
6 days ago
Should iShares Russell 1000 Value ETF (IWD) Be on Your Investing Radar?
The iShares Russell 1000 Value ETF (IWD) was launched on 05/22/2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.
Positive
Market Watch
1 week ago
Why these ETF bets in stocks and bonds may pay off in 2025, according to BlackRock
Heading into 2025, ETF investors appeared enthusiastic about prospects for the U.S. bull market to keep running.
Neutral
CNBC Television
4 weeks ago
Final Trades: Zoom, Lockheed Martin and the IWD
The Investment Committee give you their top stocks to watch for the second half.
Negative
Seeking Alpha
1 month ago
IWD: A Value ETF With Broad Exposure, Underperforming The Market
IWD offers a low-valuation investment vehicle with a broad allocation profile, including over 800 holdings and significant positions in mid- and small-cap companies. Despite its conservative sector allocation, IWD has underperformed compared to peers, partly due to its bias toward smaller capitalization companies. IWD's expense ratio is relatively high at 0.19%, and its Sharpe ratio is the second worst among peers, reflecting higher volatility and underperformance.
Positive
Seeking Alpha
1 month ago
IWD: Compares Poorly To VTV, And Conditions Don't Look Appealing Now
IWD, with $60bn in AUM and a 24-year-old track record, is one of the more established value ETFs around. Yet, we don't believe it is as good as VTV, the most popular ETF, and proceed to expand our stance. IWD is dominated by financial stocks, and the outlook for this sector in a low-growth, low-interest rate environment isn't the greatest.
Neutral
Zacks Investment Research
1 month ago
Rate Cuts to Slow Down in 2025? ETFs to Add to Your Portfolio
Rising inflation worries have led to increased market expectations that the Fed will adopt a more cautious approach to its interest rate cuts. Look at ETFs to secure your portfolios.
Neutral
Zacks Investment Research
2 months ago
Should iShares Russell 1000 Value ETF (IWD) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the iShares Russell 1000 Value ETF (IWD) is a passively managed exchange traded fund launched on 05/22/2000.
Positive
ETF Trends
3 months ago
Lots of ETF Milestones to Celebrate
We love to celebrate ETF milestones at VettaFi, whether it is a well-established ETF hitting an even higher round number or newer products proving that age is not a factor. Last week, the first U.S.-listed ETF, the SPDR S&P 500 ETF (SPY), crossed a new threshold.
Positive
Zacks Investment Research
3 months ago
5 ETF Strategies to Follow in Q4
We have highlighted some investing strategies that could be extremely beneficial for investors heading into the fourth quarter.
Positive
ETF Trends
3 months ago
Why This Value ETF Is Seeing Strong Cash Flow
It's been said it is the ETF year for active management, and the year for crypto ETFs, and the year for fixed income. All true, but there's still demand for smart-beta index-based equity ETFs.
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