IWD icon

iShares Russell 1000 Value ETF

453 hedge funds and large institutions have $14.4B invested in iShares Russell 1000 Value ETF in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 187 increasing their positions, 137 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+18
Holders Change %
+4.14%
% of All Funds
13.03%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
2.3%
New
49
Increased
187
Reduced
137
Closed
28
Calls
$16.1M
Puts
$4.02M
Net Calls
+$12.1M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWM
401
B. Riley Wealth Management
Tennessee
$194K +$606 +6 +0.3%
DADC
402
D.A. Davidson & Co
Montana
$186K +$45.1K +448 +32%
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$182K
ATC
404
Adirondack Trust Company
New York
$182K
TWA
405
TCI Wealth Advisors
Arizona
$179K
WA
406
WealthTrust-Arizona
Arizona
$173K +$101 +1 +0.1%
BEAM
407
Baker Ellis Asset Management
Washington
$172K +$172K +1,694 New
CWM
408
Cranbrook Wealth Management
Michigan
$162K
ST
409
Smithfield Trust
Pennsylvania
$141K
LIA
410
LS Investment Advisors
Michigan
$126K
CLOS
411
Compagnie Lombard Odier SCmA
Switzerland
$125K -$152K -1,500 -55%
LNB
412
Ledyard National Bank
$111K
CFA
413
Carroll Financial Associates
North Carolina
$107K
OFS
414
Orrstown Financial Services
Pennsylvania
$102K +$81.8K +809 +405%
FCCM
415
First City Capital Management
Georgia
$101K
FTUS
416
Flow Traders U.S.
New York
$101K +$101K +1,000 New
HF
417
Hoxton Financial
West Virginia
$98K -$1.92K -19 -2%
JFA
418
JNBA Financial Advisors
Minnesota
$92K
AWM
419
Avior Wealth Management
Nebraska
$91K
CMO
420
Covenant Multifamily Offices
Texas
$90K +$60.9K +600 +209%
WA
421
Winfield Associates
Ohio
$80K
DSC
422
Duncker Streett & Co
Missouri
$67K
WRM
423
Westport Resources Management
Connecticut
$66K
TF
424
Tompkins Financial
New York
$64K
Credit Agricole
425
Credit Agricole
France
$61K