IWD icon

iShares Russell 1000 Value ETF

507 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-13
Holders Change %
-2.5%
% of All Funds
13.52%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
2.27%
New
49
Increased
180
Reduced
181
Closed
56
Calls
$2.18M
Puts
$3.76M
Net Calls
-$1.59M
Net Calls Change
-$188K
Name Holding Trade Value Shares
Change
Shares
Change %
WP
351
WMS Partners
Maryland
$439K +$106K +1,027 +32%
FWCM
352
Ferguson Wellman Capital Management
Oregon
$430K -$63.5K -617 -13%
CTC
353
Central Trust Company
Missouri
$429K -$6.5K -63 -1%
BBPWM
354
Blue Bell Private Wealth Management
Pennsylvania
$424K -$113K -1,100 -21%
GG
355
Gofen & Glossberg
Illinois
$423K
BWFM
356
Bridgewater Wealth & Financial Management
Maryland
$423K +$6.28K +61 +2%
RW
357
Rand Wealth
Maryland
$419K -$17.1K -166 -4%
UBWV
358
United Bank (West Virginia)
West Virginia
$418K
MCM
359
Maple Capital Management
Vermont
$412K -$103K -1,000 -20%
ZIM
360
Zacks Investment Management
Illinois
$407K -$15.5M -150,376 -97%
EWM
361
Evermay Wealth Management
Virginia
$407K
SPC
362
Sigma Planning Corp
Michigan
$401K -$2.79K -27 -0.7%
VCP
363
Vista Capital Partners
Oregon
$398K
ClearBridge Investments
364
ClearBridge Investments
New York
$392K -$483K -4,681 -55%
CBN
365
Cadence Bank NA
Texas
$391K
MWM
366
Modera Wealth Management
New Jersey
$389K +$26.3K +255 +7%
SCM
367
Summit Capital Management
Washington
$384K
WAM
368
Weatherly Asset Management
California
$378K
Allianz Asset Management
369
Allianz Asset Management
Germany
$373K -$27.1M -263,159 -99%
WA
370
Wealth Architects
California
$370K
KA
371
Klingman & Associates
New York
$365K +$1.65K +16 +0.5%
TI
372
Truepoint Inc
Ohio
$355K +$62.3K +605 +21%
VCM
373
Vision Capital Management
Oregon
$354K +$354K +3,435 New
PFG
374
Pacific Financial Group
Washington
$353K
BRWA
375
B. Riley Wealth Advisors
Florida
$353K +$40.7K +395 +13%