IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

955 hedge funds and large institutions have $27B invested in iShares Russell 1000 Value ETF in 2018 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 371 increasing their positions, 228 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+96
Holders Change %
+11.18%
% of All Funds
21.31%
Holding in Top 10
113
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.21%
% of All Funds
2.52%
New
178
Increased
371
Reduced
228
Closed
75
Calls
$25.8M
Puts
$10.5M
Net Calls
+$15.2M
Net Calls Change
+$24.9M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$1.99B
2
Bank of America
Bank of America
North Carolina
+$1.02B
3
American Century Companies
American Century Companies
Missouri
+$348M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M
5
KPAG
KLS Professional Advisors Group
New York
+$249M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.54B
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$106M
3
TF
TIAA FSB
Florida
-$50.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$26.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAS
301
Brown Advisory Securities
Maryland
$3.35M +$514K +4,631 +18%
CGL
302
Clarius Group LLC
Washington
$3.35M – – –
OA
303
Opes Advisors
California
$3.3M +$3.22K +29 +0.1%
BOS
304
Bingham Osborn & Scarborough
California
$3.28M -$428K -3,857 -12%
HR
305
Hardy Reed
Mississippi
$3.26M +$3.26M +29,324 New
HFS
306
HL Financial Services
Kentucky
$3.24M -$57.4K -517 -2%
WI
307
WrapManager Inc
California
$3.23M -$138K -1,239 -4%
FIMS
308
FBL Investment Management Services
Iowa
$3.22M -$14.3M -128,665 -82%
JFG
309
JMG Financial Group
Illinois
$3.19M +$125K +1,123 +4%
SCM
310
SOL Capital Management
Maryland
$3.15M +$741K +6,675 +31%
PA
311
Parallel Advisors
California
$3.07M +$561K +5,053 +22%
ATC
312
Argent Trust Co
Tennessee
$3.03M +$84.4K +760 +3%
WAP
313
Wealthcare Advisory Partners
Pennsylvania
$3.01M -$234K -2,109 -7%
DT
314
Diversified Trust
Tennessee
$2.97M -$22.8K -205 -0.8%
SJIC
315
St. James Investment Company
Texas
$2.88M +$2.88M +25,945 New
AB
316
Amalgamated Bank
New York
$2.87M +$38.9K +350 +1%
AWP
317
Ascent Wealth Partners
New York
$2.86M -$108K -974 -4%
B
318
Brightworth
Georgia
$2.86M +$1.99M +17,885 +229%
TW
319
Towerpoint Wealth
California
$2.84M -$797K -7,180 -22%
MLICM
320
Metropolitan Life Insurance Company (MetLife)
New York
$2.83M -$3.09M -27,800 -52%
RIL
321
Rothschild Investment LLC
Illinois
$2.82M +$2.19M +19,740 +347%
SFG
322
Sage Financial Group
Pennsylvania
$2.74M +$7K +63 +0.3%
HIMCH
323
Hartford Investment Management Co (HIMCO)
Connecticut
$2.73M +$363K +3,270 +15%
SLT
324
St Louis Trust
Missouri
$2.72M +$2.78K +25 +0.1%
CA
325
Cornerstone Advisory
Maryland
$2.72M -$72.2K -650 -3%
11 12
13
14 15