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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 %
Barclays
301
Barclays
United Kingdom
$2.23M -$185K -1,526 -8%
GA
302
GFS Advisors
Texas
$2.23M +$31.2K +257 +1%
Squarepoint
303
Squarepoint
New York
$2.21M +$1.44M +11,883 +187%
MAM
304
Meeder Asset Management
Ohio
$2.18M +$625K +5,148 +40%
P
305
Pitcairn
Pennsylvania
$2.18M -$3.04M -25,052 -58%
MWP
306
MYCIO Wealth Partners
Pennsylvania
$2.17M +$486 +4 +0%
CCM
307
Colorado Capital Management
Colorado
$2.14M -$8.62K -71 -0.4%
SC
308
SouthState Corp
Florida
$2.14M -$1.82K -15 -0.1%
HCM
309
HM Capital Management
Missouri
$2.12M – – –
RP
310
Rice Partnership
Hawaii
$2.12M +$174K +1,437 +9%
WA
311
Waverly Advisors
Alabama
$2.12M +$14.1K +116 +0.7%
EAM
312
Evanson Asset Management
California
$2.08M -$512K -4,217 -20%
CCT
313
Chemung Canal Trust
New York
$2.07M -$15.5K -128 -0.7%
AB
314
Atlas Brown
Kentucky
$2.04M -$20.9K -169 -1%
MMG
315
Monetary Management Group
Missouri
$2.02M +$7.28K +60 +0.4%
SHJ
316
Sharkey, Howes & Javer
Colorado
$2M -$143K -1,176 -7%
PFA
317
Pathway Financial Advisors
Vermont
$1.98M – – –
PFM
318
Phillips Financial Management
Indiana
$1.94M -$12.7K -105 -0.7%
SBSB
319
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.93M – – –
AAS
320
Annex Advisory Services
Wisconsin
$1.88M -$99.9K -823 -5%
QCG
321
Quadrant Capital Group
Ohio
$1.88M – – –
FLPIM
322
F.L. Putnam Investment Management
Massachusetts
$1.87M -$1.01M -8,333 -35%
CFA
323
Cahill Financial Advisors
Minnesota
$1.85M +$50K +412 +3%
MCWS
324
McKinley Carter Wealth Services
West Virginia
$1.82M -$5.3M -43,695 -74%
MNG
325
Manning & Napier Group
New York
$1.8M – – –
11 12
13
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