IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

841 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 241 increasing their positions, 315 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
19.28%
Holding in Top 10
93
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.43%
% of All Funds
2.13%
New
55
Increased
241
Reduced
315
Closed
36
Calls
$13.9M
Puts
$49.4M
Net Calls
-$35.5M
Net Calls Change
-$27.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$574M
2
Ameriprise
Ameriprise
Minnesota
$152M
3
Bank of America
Bank of America
North Carolina
$4.47B
4
Goldman Sachs
Goldman Sachs
New York
$1.23B
5
SHGA
Sand Hill Global Advisors
California
$53.1M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$1.52M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$299M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
4
William Blair Investment Management
William Blair Investment Management
Illinois
$213M
5
TA
Teachers Advisors
New York
$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
251
Amalgamated Bank
New York
$3.53M +$1.67M +13,740 +89%
FIMS
252
FBL Investment Management Services
Iowa
$3.52M – – –
AWP
253
Ascent Wealth Partners
New York
$3.41M -$103K -846 -3%
JFG
254
JMG Financial Group
Illinois
$3.35M -$39.4K -325 -1%
SFA
255
Sequoia Financial Advisors
Ohio
$3.34M +$320K +2,735 +11%
IWP
256
Icon Wealth Partners
Texas
$3.25M -$239K -1,970 -7%
Citadel Advisors
257
Citadel Advisors
Florida
$3.12M +$3.12M +25,661 New
N
258
Natixis
France
$3.11M -$5.59M -46,363 -64%
SLT
259
St Louis Trust
Missouri
$3.08M -$89.8K -740 -3%
BAS
260
Brown Advisory Securities
Maryland
$3.07M +$261K +2,150 +9%
FUBT
261
First United Bank & Trust
Maryland
$3.07M -$250K -2,062 -8%
CA
262
Cornerstone Advisory
Maryland
$3.06M -$48.8K -402 -2%
CSM
263
CAMG Solamere Management
North Carolina
$3.06M +$172K +1,420 +6%
JFGIW
264
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.06M -$1.24M -10,258 -29%
WB
265
Webster Bank
Connecticut
$3.05M -$1.76M -14,527 -37%
SFG
266
Sage Financial Group
Pennsylvania
$2.99M – – –
AIM
267
Acropolis Investment Management
Missouri
$2.97M -$14.6K -120 -0.5%
Two Sigma Advisers
268
Two Sigma Advisers
New York
$2.96M +$267K +2,200 +10%
OCM
269
One Capital Management
California
$2.91M -$5.89M -48,500 -67%
PA
270
Parallel Advisors
California
$2.91M -$205K -1,687 -7%
SIA
271
Starfire Investment Advisers
Michigan
$2.88M -$195K -1,610 -6%
Two Sigma Investments
272
Two Sigma Investments
New York
$2.87M -$29M -239,166 -91%
NB
273
Nicolet Bankshares
Wisconsin
$2.87M +$22K +181 +0.8%
Kayne Anderson Rudnick Investment Management
274
Kayne Anderson Rudnick Investment Management
California
$2.85M -$1.68M -13,867 -37%
DT
275
Diversified Trust
Tennessee
$2.83M +$39.8K +328 +1%
9 10
11
12 13