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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

507 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 166 increasing their positions, 198 reducing their positions, and 34 closing their positions.

Holders
507
Holders Change
–
Holders Change %
0%
% of All Funds
13.67%
Holding in Top 10
85
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.29%
New
41
Increased
166
Reduced
198
Closed
34
Calls
$16.4M
Puts
$8.16M
Net Calls
+$8.27M
Net Calls Change
+$9.85M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$213M
2
AssetMark Inc
2
AssetMark Inc
California
$109M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.79B
4
William Blair & Company
4
William Blair & Company
Illinois
$300M
5
BIT
5
BlackRock Institutional Trust
California
$77M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$27.8M
2
CM
2
Churchill Management
California
$58.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$18.2M
4
CC
4
Curian Capital
Colorado
$168M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$37.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TNB
301
Thomasville National Bank
Georgia
$804K 7,792 – –
MMG
302
Monetary Management Group
Missouri
$801K 7,770 -1,875 -19%
AA
303
Ancora Advisors
Ohio
$779K 7,548 +7,548 New
CC
304
Courier Capital
New York
$777K 7,534 – –
Victory Capital Management
305
Victory Capital Management
Texas
$766K 7,430 – –
AL
306
AJO LP
Pennsylvania
$746K 7,230 +4,860 +205%
GLA
307
Great Lakes Advisors
Illinois
$745K 7,222 -1,131 -14%
ICAS
308
Investors Capital Advisory Services
Massachusetts
$740K 7,174 -190 -3%
SMC
309
Smith, Moore & Co
Missouri
$722K 7,004 -1,815 -21%
MC
310
Middleton & Co
Massachusetts
$722K 7,000 -130 -2%
SCA
311
Stillwater Capital Advisors
Pennsylvania
$713K 6,911 +950 +16%
SSB
312
Sandy Spring Bank
Maryland
$706K 6,837 +805 +13%
BSA
313
Braun Stacey Associates
New York
$704K 6,824 +595 +10%
LA
314
Lau Associates
Delaware
$694K 6,730 – –
SIC
315
Sigma Investment Counselors
Michigan
$689K 6,684 – –
SCM
316
SOL Capital Management
Maryland
$676K 6,550 – –
PA
317
Pinnacle Associates
New York
$666K 6,459 +134 +2%
HNB
318
Huntington National Bank
Ohio
– – -4,726 Closed
MJP
319
Michael J. Puzo
$650K 6,300 – –
WS
320
Wedbush Securities
California
$649K 6,295 -360 -5%
FWIA
321
Fort Washington Investment Advisors
Ohio
$616K 5,975 – –
CCT
322
Capital City Trust
Florida
$583K 5,650 +5,650 New
Chevy Chase Trust
323
Chevy Chase Trust
Maryland
$572K 5,543 -118 -2%
PGFC
324
Peapack-Gladstone Financial Corp
New Jersey
$568K 5,502 +440 +9%
BIC
325
Bridges Investment Counsel
Nebraska
$562K 5,445 – –
11 12
13
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