IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

958 hedge funds and large institutions have $26.5B invested in iShares Russell 1000 Value ETF in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 274 increasing their positions, 380 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
958
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
20.77%
Holding in Top 10
96
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.04%
% of All Funds
2.08%
New
99
Increased
274
Reduced
380
Closed
82
Calls
$36.7M
Puts
$37.4M
Net Calls
-$749K
Net Calls Change
-$16M

Top Buyers

1
JRP
Jasper Ridge Partners
California
+$181M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$108M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
+$86.6M
4
PAS
Park Avenue Securities
New York
+$46.7M
5
Goldman Sachs
Goldman Sachs
New York
+$46.2M

Top Sellers

1
TF
TIAA FSB
Florida
-$549M
2
Bank of America
Bank of America
North Carolina
-$524M
3
American Century Companies
American Century Companies
Missouri
-$284M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$195M
5
BlackRock
BlackRock
New York
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
226
Strategic Investment Management
Virginia
$4.88M – – –
Two Sigma Investments
227
Two Sigma Investments
New York
$4.84M -$4.37M -35,400 -47%
SPL
228
Smart Portfolios LLC
Washington
$4.8M -$734K -5,946 -13%
WPSG
229
Wealth & Pension Services Group
Georgia
$4.75M -$166K -1,342 -3%
Kayne Anderson Rudnick Investment Management
230
Kayne Anderson Rudnick Investment Management
California
$4.69M -$9.66M -78,206 -67%
CCWA
231
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.63M -$209K -1,696 -4%
Franklin Resources
232
Franklin Resources
California
$4.61M +$3.82M +30,955 +483%
IWM
233
IHT Wealth Management
Illinois
$4.6M -$643K -5,209 -12%
HCA
234
Harbour Capital Advisors
Virginia
$4.6M -$79.6K -645 -2%
CI
235
Cambiar Investors
Colorado
$4.59M -$53.5M -433,162 -92%
Mirae Asset Global Investments
236
Mirae Asset Global Investments
South Korea
$4.59M -$13.9M -112,832 -75%
Jane Street
237
Jane Street
New York
$4.52M +$3.47M +28,130 +331%
CB
238
Community Bank
New York
$4.47M +$186K +1,509 +4%
SCG
239
Sonata Capital Group
Washington
$4.47M -$87.4K -708 -2%
Millennium Management
240
Millennium Management
New York
$4.43M -$3.88M -31,427 -47%
NNP
241
Nachman Norwood & Parrott
South Carolina
$4.41M -$89.3K -723 -2%
HWA
242
Hillcrest Wealth Advisors
New Jersey
$4.35M -$18.5K -150 -0.4%
AI
243
Accredited Investors
Minnesota
$4.34M -$1.95M -15,820 -31%
BFM
244
Broadview Financial Management
Wisconsin
$4.31M +$75.5K +611 +2%
AG
245
Appleton Group
Wisconsin
$4.28M +$4.28M +34,694 New
DMC
246
Drexel Morgan & Co
Pennsylvania
$4.28M +$41.9K +339 +1%
CC
247
Cassaday & Co
Virginia
$4.23M -$2.08M -16,868 -33%
IP
248
Investment Partners
Ohio
$4.19M +$109K +880 +3%
BPCE
249
Bank Pictet & Cie (Europe)
Germany
$4.18M – – –
CS
250
Credit Suisse
Switzerland
$4.17M -$2.38M -19,267 -36%
8 9
10
11 12