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 %
Capital Fund Management (CFM)
251
Capital Fund Management (CFM)
France
$4.16M +$4.16M +33,651 New
AIA
252
Arbor Investment Advisors
North Carolina
$4.12M +$12K +97 +0.3%
SCM
253
SOL Capital Management
Maryland
$4.1M +$598K +4,846 +17%
PV
254
Private Vista
Illinois
$4.09M -$213K -1,724 -5%
LWA
255
Lenox Wealth Advisors
New York
$4.04M -$36.6K -296 -0.9%
MA
256
MUFG Americas
New York
$4.02M -$180K -1,461 -4%
CSM
257
CAMG Solamere Management
North Carolina
$4.02M -$4.35M -35,263 -52%
BI
258
Ballast Inc
Kentucky
$3.97M -$904K -7,323 -19%
DT
259
Diversified Trust
Tennessee
$3.95M +$651K +5,272 +20%
BTS
260
BB&T Securities
Virginia
$3.94M -$12.3M -99,525 -76%
DPI
261
Diversified Portfolios Inc
Michigan
$3.94M +$3.95K +32 +0.1%
FIA
262
Foundations Investment Advisors
Arizona
$3.9M +$3.9M +31,556 New
BA
263
Boston Advisors
Massachusetts
$3.83M +$1.61K +13 +0%
SWM
264
Strategic Wealth Management
Washington
$3.83M -$719K -5,822 -16%
WSTAM
265
Wilbanks Smith & Thomas Asset Management
Virginia
$3.83M +$12.4K +100 +0.3%
PO
266
Private Ocean
California
$3.82M +$15.3K +124 +0.4%
BOS
267
Bingham Osborn & Scarborough
California
$3.81M +$165K +1,334 +5%
CGL
268
Clarius Group LLC
Washington
$3.73M – – –
Deutsche Bank
269
Deutsche Bank
Germany
$3.72M -$2.48M -20,105 -40%
CS
270
Comerica Securities
Michigan
$3.71M -$413K -3,343 -10%
BAM
271
Berkshire Asset Management
Pennsylvania
$3.68M -$309K -2,500 -8%
MAS
272
Managed Account Services
Florida
$3.65M -$122K -967 -3%
JIR
273
James Investment Research
Ohio
$3.64M -$684K -5,540 -16%
HR
274
Hardy Reed
Mississippi
$3.62M – – –
AC
275
Avestar Capital
New York
$3.62M -$2M -16,205 -36%
9 10
11
12 13