IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

856 hedge funds and large institutions have $28.8B invested in iShares Russell 1000 Value ETF in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 294 increasing their positions, 228 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+143
Holders Change %
+20.06%
% of All Funds
19.44%
Holding in Top 10
118
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+16.83%
% of All Funds
2.68%
New
177
Increased
294
Reduced
228
Closed
31
Calls
$54.8M
Puts
$16.2M
Net Calls
+$38.7M
Net Calls Change
+$22M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$835M
2
Bank of America
Bank of America
North Carolina
$4.7B
3
SIM
Strategic Investment Management
Virginia
$300M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.37B
5
QIM
Quantitative Investment Management
Virginia
$88.6M

Top Sellers

1
G
Gainplan
Michigan
$51.7M
2
USAA
United Services Automobile Association
Texas
$0
3
WKKFT
W.K. Kellogg Foundation Trust
Michigan
$0
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.54M
5
SI
Stephens Inc
Arkansas
$87.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$5.46M +$108K +870 +2%
VCA
227
Verdence Capital Advisors
Maryland
$5.38M +$5.38M +43,259 New
DW
228
Domani Wealth
Pennsylvania
$5.28M -$32.3K -260 -0.6%
1IA
229
1834 Investment Advisors
Wisconsin
$5.28M – – –
VFA
230
Valeo Financial Advisors
Indiana
$5.22M +$151K +1,216 +3%
IWM
231
IHT Wealth Management
Illinois
$5.17M +$1.16M +9,175 +29%
HCMT
232
Highland Capital Management (Tennessee)
Tennessee
$5.13M +$630K +5,065 +14%
ABC
233
Associated Banc-Corp
Wisconsin
$5.11M +$24.5K +197 +0.5%
LFG
234
LifePlan Financial Group
Ohio
$5.1M – – –
AI
235
Atria Investments
North Carolina
$5.09M +$1.58M +12,719 +45%
TL
236
TrueWealth LLC
Georgia
$5.07M +$5.07M +40,756 New
JP
237
Jana Partners
New York
$5.05M +$5.05M +40,638 New
AAC
238
Acorn Advisory Capital
New York
$5.01M +$5.01M +40,300 New
OFG
239
Oxford Financial Group
Indiana
$4.99M +$1.42M +11,381 +40%
AF
240
Ally Financial
Michigan
$4.97M -$6.22M -50,000 -56%
AW
241
ACG Wealth
Georgia
$4.97M +$8.46K +68 +0.2%
HCA
242
Harbour Capital Advisors
Virginia
$4.93M -$106K -850 -2%
MA
243
MUFG Americas
New York
$4.91M +$337K +2,707 +7%
WT
244
Whittier Trust
California
$4.87M +$40.9K +329 +0.8%
FCBT
245
First Citizens Bank & Trust
North Carolina
$4.82M -$613K -4,929 -11%
AG
246
Appleton Group
Wisconsin
$4.77M +$27.7K +223 +0.6%
RCAG
247
Rehmann Capital Advisory Group
Michigan
$4.72M -$219K -1,762 -4%
SI
248
SII Investments
Wisconsin
$4.6M -$3.05M -24,544 -40%
UR
249
USCA RIA
Texas
$4.57M +$596K +4,795 +15%
HFP
250
Holistic Financial Partners
Indiana
$4.54M +$4.54M +36,480 New
8 9
10
11 12