IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

432 hedge funds and large institutions have $12.8B invested in iShares Russell 1000 Value ETF in 2013 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 186 increasing their positions, 112 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+54
Holders Change %
+14.29%
% of All Funds
12.55%
Holding in Top 10
72
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.13%
% of All Funds
2.09%
New
75
Increased
186
Reduced
112
Closed
15
Calls
$5.41M
Puts
$12.6M
Net Calls
-$7.17M
Net Calls Change
+$31.5M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$529M
2
MAA
Managed Account Advisors
New Jersey
$249M
3
William Blair & Company
William Blair & Company
Illinois
$101M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.25B
5
PPA
Parametric Portfolio Associates
Washington
$201M

Top Sellers

1
AIG
American International Group
New York
$5.66M
2
CB
Commerce Bank
Missouri
$294M
3
CC
Curian Capital
Colorado
$115M
4
VF
Virtu Financial
New York
$24.5M
5
CI
Cowen Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
326
First National Trust
Pennsylvania
$387K +$387K +4,112 New
GG
327
Gofen & Glossberg
Illinois
$386K – – –
UCFA
328
United Capital Financial Advisors
Texas
$383K -$8.91M -94,571 -96%
UBWV
329
United Bank (West Virginia)
West Virginia
$378K – – –
VCP
330
Vista Capital Partners
Oregon
$373K – – –
EWM
331
Evermay Wealth Management
Virginia
$372K +$372K +3,945 New
KIA
332
KCM Investment Advisors
California
$363K +$14.6K +155 +4%
SCM
333
Summit Capital Management
Washington
$363K +$363K +3,858 New
NCM
334
Noesis Capital Mangement
Florida
$356K -$1.93M -20,520 -84%
FNBT
335
FineMark National Bank & Trust
Florida
$356K +$188 +2 +0.1%
SCM
336
Sterneck Capital Management
Missouri
$353K – – –
CBN
337
Cadence Bank NA
Texas
$345K – – –
NIA
338
Northstar Investment Advisors
Colorado
$340K +$3.77K +40 +1%
WAM
339
Weatherly Asset Management
California
$339K -$18.8K -200 -5%
HCMNY
340
Howard Capital Management (New York)
New York
$335K +$335K +3,556 New
Boston Partners
341
Boston Partners
Massachusetts
$332K +$332K +3,530 New
TCM
342
Texan Capital Management
Texas
$326K -$31.1K -330 -9%
PFG
343
Pacific Financial Group
Washington
$322K – – –
BTNA
344
Bremer Trust National Association
Minnesota
$320K – – –
FT
345
Fiduciary Trust
Massachusetts
$313K – – –
HCM
346
Harvest Capital Management
New Hampshire
$312K – – –
CCM
347
Coldstream Capital Management
Washington
$307K – – –
RP
348
Riverbridge Partners
Minnesota
$303K +$848 +9 +0.3%
1IC
349
1919 Investment Counsel
Maryland
$302K +$283K +3,000 +1,500%
AW
350
ACG Wealth
Georgia
$302K +$302K +3,204 New
12 13
14
15 16