IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

966 hedge funds and large institutions have $30.3B invested in iShares Russell 1000 Value ETF in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 314 increasing their positions, 366 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+8
Holders Change %
+0.84%
% of All Funds
21.01%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
2.04%
New
72
Increased
314
Reduced
366
Closed
52
Calls
$37.3M
Puts
$34.4M
Net Calls
+$2.99M
Net Calls Change
+$3.74M

Top Buyers

1
Citigroup
Citigroup
New York
+$2.47B
2
TF
TIAA FSB
Florida
+$426M
3
American Century Companies
American Century Companies
Missouri
+$361M
4
Bank of America
Bank of America
North Carolina
+$82.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.5M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$165M
2
SB
Suntrust Banks
Georgia
-$90M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$88.3M
4
PAS
Park Avenue Securities
New York
-$46.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
326
Deutsche Bank
Germany
$2.57M -$1.26M -9,896 -33%
OPCM
327
Osborne Partners Capital Management
California
$2.56M – – –
NB
328
Nicolet Bankshares
Wisconsin
$2.56M -$131K -1,026 -5%
B
329
Brightworth
Georgia
$2.52M +$462K +3,629 +22%
PFA
330
Pathway Financial Advisors
Vermont
$2.5M – – –
CAC
331
Certified Advisory Corp
Florida
$2.47M +$1.81M +14,246 +274%
FTIOP
332
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.46M +$2.46M +19,350 New
PI
333
Parkside Investments
Illinois
$2.43M +$680K +5,345 +39%
FMC
334
First Merchants Corp
Indiana
$2.42M – – –
Mackenzie Financial
335
Mackenzie Financial
Ontario, Canada
$2.41M +$242K +1,900 +11%
PWPS
336
Pinnacle Wealth Planning Services
Ohio
$2.41M -$43.4K -341 -2%
EVM
337
Eaton Vance Management
Massachusetts
$2.4M +$148K +1,162 +7%
AAM
338
Aureus Asset Management
Massachusetts
$2.39M – – –
BB
339
Busey Bank
Illinois
$2.38M -$1.78K -14 -0.1%
CL
340
CPWM LLC
Washington
$2.33M +$8.65K +68 +0.4%
MFW
341
Mosaic Family Wealth
Missouri
$2.32M -$26.3K -207 -1%
JIR
342
James Investment Research
Ohio
$2.3M -$1.44M -11,357 -39%
GG
343
GenWealth Group
New Jersey
$2.3M -$18.2K -142 -0.8%
AA
344
Ancora Advisors
Ohio
$2.27M +$383K +3,013 +20%
Capital Fund Management (CFM)
345
Capital Fund Management (CFM)
France
$2.27M -$2.01M -15,834 -47%
FPS
346
Fieldpoint Private Securities
Connecticut
$2.26M +$115K +903 +5%
CFA
347
Cahill Financial Advisors
Minnesota
$2.26M +$130K +1,025 +6%
MAFM
348
Mid Atlantic Financial Management
Pennsylvania
$2.25M +$98.2K +772 +5%
WAG
349
Winthrop Advisory Group
Massachusetts
$2.24M +$254 +2 +0%
SFA
350
Sequoia Financial Advisors
Ohio
$2.24M -$243K -1,914 -10%
12 13
14
15 16