IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

958 hedge funds and large institutions have $26.5B invested in iShares Russell 1000 Value ETF in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 274 increasing their positions, 380 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
958
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
20.77%
Holding in Top 10
96
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.04%
% of All Funds
2.08%
New
99
Increased
274
Reduced
380
Closed
82
Calls
$36.7M
Puts
$37.4M
Net Calls
-$749K
Net Calls Change
-$16M

Top Buyers

1
JRP
Jasper Ridge Partners
California
+$181M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$108M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
+$86.6M
4
PAS
Park Avenue Securities
New York
+$46.7M
5
Goldman Sachs
Goldman Sachs
New York
+$46.2M

Top Sellers

1
TF
TIAA FSB
Florida
-$549M
2
Bank of America
Bank of America
North Carolina
-$524M
3
American Century Companies
American Century Companies
Missouri
-$284M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$195M
5
BlackRock
BlackRock
New York
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
351
Evanson Asset Management
California
$2.11M -$3.33K -27 -0.2%
Mackenzie Financial
352
Mackenzie Financial
Ontario, Canada
$2.1M +$1.09M +8,829 +108%
Rockefeller Capital Management
353
Rockefeller Capital Management
New York
$2.09M +$1.98M +16,060 +1,827%
CAL
354
Capital Analysts LLC
Pennsylvania
$2.09M -$16.3K -132 -0.8%
MAFM
355
Mid Atlantic Financial Management
Pennsylvania
$2.09M +$58.5K +474 +3%
FPS
356
Fieldpoint Private Securities
Connecticut
$2.08M -$321K -2,598 -13%
CFA
357
Cahill Financial Advisors
Minnesota
$2.06M +$64.5K +522 +3%
SBSB
358
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.06M -$988 -8 -0%
B
359
Brightworth
Georgia
$2M -$1.18M -9,548 -37%
BWM
360
BT Wealth Management
Georgia
$1.96M -$73.8K -598 -4%
SVWA
361
Sound View Wealth Advisors
Georgia
$1.94M -$20.6K -167 -1%
MSWMA
362
Market Street Wealth Management Advisors
Indiana
$1.93M -$98.8K -800 -5%
SHWM
363
Smith & Howard Wealth Management
Georgia
$1.91M +$592K +4,791 +45%
QCG
364
Quadrant Capital Group
Ohio
$1.89M – – –
PFM
365
Phillips Financial Management
Indiana
$1.88M -$20.9K -167 -1%
Thrivent Financial for Lutherans
366
Thrivent Financial for Lutherans
Minnesota
$1.87M +$196K +1,585 +12%
Allianz Asset Management
367
Allianz Asset Management
Germany
$1.87M -$124M -1,003,579 -99%
CT
368
Coastline Trust
Rhode Island
$1.86M +$124K +1,007 +7%
AA
369
Ancora Advisors
Ohio
$1.83M -$154K -1,250 -8%
FDCC
370
Foster Dykema Cabot & Co
Massachusetts
$1.83M +$306K +2,475 +20%
FWP
371
FAS Wealth Partners
Kansas
$1.8M -$17.9K -145 -1%
AIM
372
Aspen Investment Management
Michigan
$1.78M +$121K +980 +7%
CAPTRUST Financial Advisors
373
CAPTRUST Financial Advisors
North Carolina
$1.77M -$859K -6,957 -33%
GRP
374
Global Retirement Partners
California
$1.76M +$8.52K +69 +0.5%
BP
375
Ballentine Partners
Massachusetts
$1.73M +$5.68K +46 +0.3%
13 14
15
16 17