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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

378 hedge funds and large institutions have $11.7B invested in iShares Russell 1000 Value ETF in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
12.26%
Holding in Top 10
62
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.82%
% of All Funds
2.01%
New
41
Increased
153
Reduced
124
Closed
26
Calls
$20.3M
Puts
$59M
Net Calls
-$38.7M
Net Calls Change
-$52.9M

Top Buyers

1
AIG
American International Group
New York
$229M
2
Bank of America
Bank of America
North Carolina
$817M
3
VF
Virtu Financial
New York
$65M
4
JA
JOYN Advisors
Georgia
$57.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$629M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.45M
2
Franklin Resources
Franklin Resources
California
$92.5M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15.7M
5
CC
Curian Capital
Colorado
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
IB
276
Intrust Bank
Kansas
$474K – – –
BPBT
277
Boston Private Bank & Trust
Massachusetts
$464K -$147K -1,704 -24%
TFA
278
Transamerica Financial Advisors
Florida
$453K +$112K +1,299 +33%
Charles Schwab
279
Charles Schwab
California
$450K -$332K -3,820 -42%
ST
280
Sentinel Trust
Texas
$435K -$212K -2,456 -33%
MCM
281
Maple Capital Management
Vermont
$432K – – –
MGIA
282
Moneta Group Investment Advisors
Missouri
$429K – – –
BSW
283
Buckingham Strategic Wealth
Missouri
$424K +$17.3K +201 +4%
PCMK
284
Paragon Capital Management (Kansas)
Kansas
$417K -$68.9K -800 -14%
WG
285
Winchester Group
New York
$413K -$8K -93 -2%
PGFC
286
Peapack-Gladstone Financial Corp
New Jersey
$410K -$9.91K -115 -2%
VFAM
287
Valley Forge Asset Management
Pennsylvania
$405K – – –
RCA
288
Rex Capital Advisors
Rhode Island
$404K +$2.85K +33 +0.7%
ZIM
289
Zacks Investment Management
Illinois
$403K -$116K -1,346 -22%
TFCP
290
Twin Focus Capital Partners
Massachusetts
$390K +$123K +1,422 +46%
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
$372K -$1.42M -16,447 -79%
LD
292
Lipe & Dalton
New York
$355K -$19.4K -225 -5%
GG
293
Gofen & Glossberg
Illinois
$353K – – –
FWCM
294
Ferguson Wellman Capital Management
Oregon
$347K +$347K +4,025 New
UBWV
295
United Bank (West Virginia)
West Virginia
$346K – – –
VCP
296
Vista Capital Partners
Oregon
$342K – – –
PA
297
Pinnacle Associates
New York
$337K -$30.9K -358 -8%
TCM
298
Texan Capital Management
Texas
$327K -$633K -7,332 -66%
WAM
299
Weatherly Asset Management
California
$327K +$16.4K +191 +5%
FNBT
300
FineMark National Bank & Trust
Florida
$326K – – –
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12
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