IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

688 hedge funds and large institutions have $23.1B invested in iShares Russell 1000 Value ETF in 2016 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 191 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+84
Holders Change %
+13.91%
% of All Funds
17.23%
Holding in Top 10
101
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.6%
% of All Funds
2.53%
New
124
Increased
258
Reduced
191
Closed
33
Calls
$14.4M
Puts
$12.8M
Net Calls
+$1.57M
Net Calls Change
-$339K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$239M
2
BL
Balentine LLC
Georgia
+$232M
3
PPA
Parametric Portfolio Associates
Washington
+$187M
4
BIT
BlackRock Institutional Trust
California
+$178M
5
Morgan Stanley
Morgan Stanley
New York
+$102M

Top Sellers

1
TA
Teachers Advisors
New York
-$73M
2
Bank of America
Bank of America
North Carolina
-$71.2M
3
American Century Companies
American Century Companies
Missouri
-$36.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$32.5M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
401
Sigma Investment Counselors
Michigan
$857K +$29.1K +260 +4%
MWM
402
Modera Wealth Management
New Jersey
$856K -$44.4K -396 -5%
FPTW
403
Franklin, Parlapiano, Turner & Welch
Texas
$855K -$1.34K -12 -0.2%
FFC
404
First Financial Corp
Indiana
$852K -$27.1K -242 -3%
CM
405
Cornerstone Management
Georgia
$845K -$173K -1,541 -17%
AA
406
Ancora Advisors
Ohio
$841K -$63.6K -567 -7%
Victory Capital Management
407
Victory Capital Management
Texas
$832K – – –
PTC
408
Private Trust Company
Ohio
$831K +$19.8K +177 +2%
DRS
409
Deane Retirement Strategies
Louisiana
$822K -$3.7K -33 -0.4%
CPIM
410
Columbia Partners Investment Management
Virginia
$812K – – –
SSB
411
Sandy Spring Bank
Maryland
$802K +$20.2K +180 +3%
IB
412
Intrust Bank
Kansas
$796K +$303K +2,702 +61%
WI
413
WBI Investments
New Jersey
$766K +$766K +6,836 New
DDPIC
414
Deroy & Devereaux Private Investment Counsel
Michigan
$763K – – –
Lazard Asset Management
415
Lazard Asset Management
New York
$755K +$570K +5,085 +307%
FANJ
416
Financial Architects (New Jersey)
New Jersey
$742K – – –
FCH
417
Freestone Capital Holdings
Washington
$739K +$739K +6,597 New
TC
418
TradeLink Capital
Illinois
$736K +$736K +6,571 New
CA
419
Clearstead Advisors
Ohio
$733K +$733K +6,541 New
ACS
420
Archford Capital Strategies
Illinois
$713K +$119K +1,063 +20%
CT
421
Cambridge Trust
Massachusetts
$707K – – –
NFG
422
Next Financial Group
Texas
$701K -$62.3K -556 -8%
RW
423
REDW Wealth
New Mexico
$698K +$698K +6,232 New
MIH
424
Madison Investment Holdings
Wisconsin
$688K +$9.07K +81 +1%
WAP
425
Wealthcare Advisory Partners
Pennsylvania
$688K +$12.4K +111 +2%
15 16
17
18 19