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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

378 hedge funds and large institutions have $11.7B invested in iShares Russell 1000 Value ETF in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
12.26%
Holding in Top 10
62
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.82%
% of All Funds
2.01%
New
41
Increased
153
Reduced
124
Closed
26
Calls
$20.3M
Puts
$59M
Net Calls
-$38.7M
Net Calls Change
-$52.9M

Top Buyers

1
AIG
American International Group
New York
$229M
2
Bank of America
Bank of America
North Carolina
$817M
3
VF
Virtu Financial
New York
$65M
4
JA
JOYN Advisors
Georgia
$57.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$629M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.45M
2
Franklin Resources
Franklin Resources
California
$92.5M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15.7M
5
CC
Curian Capital
Colorado
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
351
Credit Agricole
France
$52K +$52K +600 New
WCM
352
Windsor Capital Management
Arizona
$46K -$775 -9 -2%
WA
353
Waverly Advisors
Alabama
$37K +$37K +433 New
PMFA
354
Plante Moran Financial Advisors
Michigan
$34K – – –
TSW
355
Thompson Siegel & Walmsley
Virginia
$32K +$32K +370 New
ARMC
356
American Research & Management Company
Massachusetts
$30K – – –
QAM
357
QCI Asset Management
New York
$27K -$12.4K -144 -31%
DADC
358
D.A. Davidson & Co
Montana
$24K -$16.3K -190 -40%
BWFA
359
Baltimore-Washington Financial Advisors
Maryland
$23K – – –
1IC
360
1919 Investment Counsel
Maryland
$18K -$27K -300 -60%
GI
361
Gradient Investments
Minnesota
$16K – – –
PSUF
362
People's United Financial
Connecticut
$15K -$11.9K -135 -44%
KPCM
363
Kings Point Capital Management
New York
$14K – – –
BC
364
Bartlett & Co
Ohio
$11K – – –
FWM
365
Focused Wealth Management
New York
$11K +$11K +130 New
HR
366
Howe & Rusling
New York
$9K -$7.29K -81 -45%
HRIA
367
Haberer Registered Investment Advisor
Ohio
$9K – – –
WF
368
WealthTrust Fairport
Ohio
$8K – – –
PFO
369
Pathstone Family Office
New Jersey
$8K – – –
LFR
370
Lehman Financial Resources
Pennsylvania
$6K – – –
BFEC
371
Benjamin F. Edwards & Company
Missouri
$5K – – –
Macquarie Group
372
Macquarie Group
Australia
$5K +$5K +60 New
TAT
373
TD Ameritrade Trust
Colorado
$4K -$11.3M -118,152 -100%
CP
374
Corbenic Partners
Pennsylvania
$4K +$4K +46 New
OIA
375
Optimum Investment Advisors
Illinois
$2K +$2K +18 New
13 14
15
16 17