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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

604 hedge funds and large institutions have $20B invested in iShares Russell 1000 Value ETF in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 227 increasing their positions, 198 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+8
Holders Change %
+1.34%
% of All Funds
16.14%
Holding in Top 10
93
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.68%
% of All Funds
2.49%
New
57
Increased
227
Reduced
198
Closed
38
Calls
$25.2M
Puts
$23.3M
Net Calls
+$1.91M
Net Calls Change
-$32.6M

Top Buyers

1
BL
Balentine LLC
Georgia
+$345M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$327M
3
PPA
Parametric Portfolio Associates
Washington
+$283M
4
TA
Teachers Advisors
New York
+$81.8M
5
RJA
Raymond James & Associates
Florida
+$74.7M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$83M
2
BIT
BlackRock Institutional Trust
California
-$68.5M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$49.9M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$47.9M
5
SB
Suntrust Banks
Georgia
-$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
376
Next Financial Group
Texas
$720K +$665K +6,295 +1,211%
SHJ
377
Sharkey, Howes & Javer
Colorado
$708K – – –
WRM
378
Westport Resources Management
Connecticut
$700K – – –
FANJ
379
Financial Architects (New Jersey)
New Jersey
$700K – – –
PFA
380
Paradigm Financial Advisors
Missouri
$694K – – –
TSS
381
Two Sigma Securities
New York
$669K +$72.5K +687 +12%
CT
382
Cambridge Trust
Massachusetts
$667K -$15.5K -147 -2%
AZA
383
Arthur Zaske & Associates
Michigan
$651K +$651K +6,163 New
MIH
384
Madison Investment Holdings
Wisconsin
$640K -$19.9K -188 -3%
CWM
385
Confluence Wealth Management
Oregon
$639K – – –
WAP
386
Wealthcare Advisory Partners
Pennsylvania
$637K -$1.16K -11 -0.2%
ASN
387
Advisory Services Network
Georgia
$631K -$1.05M -9,911 -62%
CIA
388
Choate Investment Advisors
Massachusetts
$627K – – –
HNB
389
Huntington National Bank
Ohio
$622K -$616K – –
MC
390
Middleton & Co
Massachusetts
$618K -$38K -360 -6%
DWM
391
Dakota Wealth Management
Florida
$617K -$60.2K -570 -9%
LA
392
Lau Associates
Delaware
$605K – – –
EWA
393
Exencial Wealth Advisors
Oklahoma
$604K – – –
JFA
394
Johanson Financial Advisors
California
$577K +$3.39K +32 +0.6%
Two Sigma Investments
395
Two Sigma Investments
New York
$571K -$180K -1,699 -24%
WA
396
WFG Advisors
Texas
$561K +$236K +2,232 +73%
ACS
397
Archford Capital Strategies
Illinois
$560K -$19K -180 -3%
WS
398
Wedbush Securities
California
$542K -$2.32K -22 -0.4%
CL
399
CPWM LLC
Washington
$541K +$121K +1,144 +29%
CAAS
400
Capital Asset Advisory Services
Michigan
$537K – – –
14 15
16
17 18