IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

459 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 187 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
13.33%
Holding in Top 10
79
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.25%
% of All Funds
2.29%
New
38
Increased
187
Reduced
136
Closed
27
Calls
$3.91M
Puts
$7.88M
Net Calls
-$3.96M
Net Calls Change
-$16M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$315M
2
M&T Bank
M&T Bank
New York
$152M
3
CC
Curian Capital
Colorado
$302M
4
EFS
Edelman Financial Services
Virginia
$1.64B
5
Jones Financial Companies
Jones Financial Companies
Missouri
$917M

Top Sellers

1
AG
Appleton Group
Wisconsin
$10.5M
2
BDF
Balasa Dinverno & Foltz
$87.1M
3
CB
Commerce Bank
Missouri
$220M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.3M
5
William Blair & Company
William Blair & Company
Illinois
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
376
Stratos Wealth Partners
Ohio
$262K +$262K +2,617 New
PGFC
377
Peapack-Gladstone Financial Corp
New Jersey
$262K – – –
HCM
378
Hollencrest Capital Management
California
$257K – – –
AIS
379
American Investment Services
Massachusetts
$256K -$14K -140 -5%
CIC
380
Carnegie Investment Counsel
Ohio
$250K – – –
FPCP
381
Fort Point Capital Partners
California
$248K -$56.2K -561 -18%
LBC
382
Lowe Brockenbrough & Co
Virginia
$243K – – –
VKH
383
Virtu KCG Holdings
New York
$240K -$1.25M -12,422 -84%
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$239K +$180K +1,797 +304%
CCM
385
Covington Capital Management
California
$238K – – –
DBT
386
Dubuque Bank & Trust
Iowa
$238K – – –
AL
387
AJO LP
Pennsylvania
$233K -$2.12M -21,230 -90%
PP
388
Palladium Partners
Virginia
$232K – – –
WCM
389
Wisconsin Capital Management
Wisconsin
$225K – – –
CCM
390
Condor Capital Management
New Jersey
$224K – – –
DS
391
DRW Securities
Illinois
$220K +$220K +2,200 New
DY
392
Dowling & Yahnke
California
$219K +$219K +2,189 New
RT
393
Rockland Trust
Massachusetts
$218K +$218K +2,176 New
CRC
394
Curi RMB Capital
Illinois
$212K +$212K +2,115 New
FWM
395
Focused Wealth Management
New York
$210K +$200K +2,000 +2,000%
SFS
396
Strategic Financial Services
New York
$205K – – –
LCM
397
LVM Capital Management
Michigan
$201K -$2.5K -25 -1%
CAM
398
Carret Asset Management
New York
$201K – – –
SCP
399
Syntal Capital Partners
Texas
$199K – – –
BRWM
400
B. Riley Wealth Management
Tennessee
$192K +$100 +1 +0.1%
14 15
16
17 18