IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

856 hedge funds and large institutions have $28.8B invested in iShares Russell 1000 Value ETF in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 294 increasing their positions, 228 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+143
Holders Change %
+20.06%
% of All Funds
19.44%
Holding in Top 10
118
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+16.83%
% of All Funds
2.68%
New
177
Increased
294
Reduced
228
Closed
31
Calls
$54.8M
Puts
$16.2M
Net Calls
+$38.7M
Net Calls Change
+$22M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$376M
2
Bank of America
Bank of America
North Carolina
+$349M
3
SIM
Strategic Investment Management
Virginia
+$300M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$193M
5
QIM
Quantitative Investment Management
Virginia
+$88.6M

Top Sellers

1
G
Gainplan
Michigan
-$124M
2
USAA
United Services Automobile Association
Texas
-$112M
3
WKKFT
W.K. Kellogg Foundation Trust
Michigan
-$51.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$45.3M
5
SI
Stephens Inc
Arkansas
-$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMC
326
First Merchants Corp
Indiana
$2.31M – – –
GG
327
GenWealth Group
New Jersey
$2.28M +$90.2K +693 +4%
CCM
328
Colorado Capital Management
Colorado
$2.26M -$5.1K -41 -0.2%
GFPC
329
Global Financial Private Capital
Florida
$2.25M -$206K -1,660 -8%
HCM
330
HM Capital Management
Missouri
$2.25M – – –
AB
331
Atlas Brown
Kentucky
$2.21M +$159K +1,223 +8%
CCT
332
Chemung Canal Trust
New York
$2.21M +$674K +5,421 +44%
LCM
333
Logan Capital Management
Pennsylvania
$2.21M +$2.21M +17,752 New
BB
334
Busey Bank
Illinois
$2.2M +$38.9K +313 +2%
MWP
335
MYCIO Wealth Partners
Pennsylvania
$2.19M +$22.5K +180 +1%
GA
336
GFS Advisors
Texas
$2.18M -$142K -1,146 -6%
WA
337
Waverly Advisors
Alabama
$2.16M +$124 +1 +0%
JIP
338
Jaffetilchin Investment Partners
Florida
$2.16M +$943K +7,580 +77%
AAS
339
Annex Advisory Services
Wisconsin
$2.13M -$38.8K -312 -2%
QCG
340
Quadrant Capital Group
Ohio
$2.09M – – –
VFA
341
Voya Financial Advisors
Connecticut
$2.07M +$185K +1,481 +10%
MMG
342
Monetary Management Group
Missouri
$2.06M +$112K +900 +6%
PWPS
343
Pinnacle Wealth Planning Services
Ohio
$2.06M +$2.06M +16,546 New
PFA
344
Pathway Financial Advisors
Vermont
$2.03M +$2.03M +16,332 New
BSW
345
Buckingham Strategic Wealth
Missouri
$2.02M -$95.9K -771 -5%
CAPTRUST Financial Advisors
346
CAPTRUST Financial Advisors
North Carolina
$2M – – –
GTAM
347
Global Trust Asset Management
Florida
$2M +$2M +16,096 New
SFS
348
Sowell Financial Services
Arkansas
$1.95M -$190K -1,483 -9%
California State Teachers Retirement System (CalSTRS)
349
California State Teachers Retirement System (CalSTRS)
California
$1.87M +$1.87M +15,002 New
PFM
350
Phillips Financial Management
Indiana
$1.85M -$9.47K -75 -0.5%
12 13
14
15 16