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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

841 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 241 increasing their positions, 315 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
19.28%
Holding in Top 10
93
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.43%
% of All Funds
2.13%
New
55
Increased
241
Reduced
315
Closed
36
Calls
$13.9M
Puts
$49.4M
Net Calls
-$35.5M
Net Calls Change
-$27.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$119M
2
Ameriprise
Ameriprise
Minnesota
+$107M
3
Bank of America
Bank of America
North Carolina
+$74.7M
4
Goldman Sachs
Goldman Sachs
New York
+$59.9M
5
SHGA
Sand Hill Global Advisors
California
+$45.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$186M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$141M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
-$119M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$85.5M
5
TA
Teachers Advisors
New York
-$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
351
Sageworth Trust
Pennsylvania
$1.45M – – –
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$1.44M +$1.2M +9,901 +506%
CT
353
Coastline Trust
Rhode Island
$1.43M +$170K +1,400 +14%
GBT
354
Grove Bank & Trust
Florida
$1.39M +$48.5K +400 +4%
ASN
355
Advisory Services Network
Georgia
$1.39M -$104K -834 -7%
PI
356
Putnam Investments
Massachusetts
$1.38M -$593K -4,889 -30%
AWM
357
Altium Wealth Management
New York
$1.38M +$333K +2,741 +32%
HTC
358
Haverford Trust Company
Pennsylvania
$1.37M +$17.2K +142 +1%
VWA
359
V Wealth Advisors
Kansas
$1.37M +$56.6K +459 +4%
DCM
360
Dimension Capital Management
Florida
$1.36M – – –
SFS
361
Sowell Financial Services
Arkansas
$1.36M -$79.7K -641 -6%
DDPOM
362
Delta Dental Plan of Michigan
Michigan
$1.35M – – –
LA
363
Legacy Advisors
Pennsylvania
$1.33M +$22.5K +185 +2%
WA
364
Winfield Associates
Ohio
$1.32M -$14K -115 -1%
HNB
365
Huntington National Bank
Ohio
$1.31M -$1.31M – –
PG
366
Patten Group
Tennessee
$1.29M -$187K -1,541 -13%
CBA
367
Coastal Bridge Advisors
Connecticut
$1.28M -$30.2K -249 -2%
AI
368
Atria Investments
North Carolina
$1.28M -$1.98M -16,320 -61%
RC
369
Rinet Company
Massachusetts
$1.28M – – –
PGFC
370
Peapack-Gladstone Financial Corp
New Jersey
$1.27M +$22.6K +186 +2%
ST
371
Spinnaker Trust
Maine
$1.24M – – –
WAM
372
Wolverine Asset Management
Illinois
$1.23M +$367K +3,026 +43%
GLA
373
Great Lakes Advisors
Illinois
$1.23M -$3.64K -30 -0.3%
PTC
374
Private Trust Company
Ohio
$1.23M +$339K +2,796 +38%
JWA
375
JFS Wealth Advisors
Pennsylvania
$1.22M – – –
13 14
15
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