IWD icon

iShares Russell 1000 Value ETF

697 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Value ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
17.4%
Holding in Top 10
95
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.04%
% of All Funds
2.37%
New
43
Increased
220
Reduced
268
Closed
42
Calls
$17.5M
Puts
$8.51M
Net Calls
+$8.97M
Net Calls Change
+$5.93M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
401
Patriot Wealth Management
Texas
$803K +$803K +6,894 New
BRWA
402
B. Riley Wealth Advisors
Florida
$799K +$77.5K +664 +11%
FANJ
403
Financial Architects (New Jersey)
New Jersey
$797K
AA
404
Ancora Advisors
Ohio
$792K +$9.32K +80 +1%
Wolverine Trading
405
Wolverine Trading
Illinois
$788K +$788K +6,776 New
TA
406
Tiedemann Advisors
New York
$786K -$3.49K -30 -0.4%
MC
407
Middleton & Co
Massachusetts
$785K -$145K -1,245 -16%
MIH
408
Madison Investment Holdings
Wisconsin
$780K
EWA
409
Exencial Wealth Advisors
Oklahoma
$768K
SPWA
410
SteelBridge Private Wealth Advisors
Florida
$767K
PFP
411
Pinnacle Financial Partners
Tennessee
$756K -$21.4K -184 -3%
WAP
412
Wealthcare Advisory Partners
Pennsylvania
$748K +$26.5K +228 +4%
AWM
413
AE Wealth Management
Kansas
$747K +$332K +2,852 +80%
FFC
414
First Financial Corp
Indiana
$738K -$43.2K -371 -6%
BTW
415
Boston Trust Walden
Massachusetts
$723K +$207K +1,773 +40%
FNT
416
First National Trust
Pennsylvania
$719K +$719K +6,177 New
YWP
417
YorkBridge Wealth Partners
New York
$718K -$17.6K -150 -2%
SPC
418
Sigma Planning Corp
Michigan
$716K -$14.7K -126 -2%
MAS
419
Madden Advisory Services
Florida
$712K
WI
420
Wintrust Investments
Illinois
$705K +$148K +1,275 +27%
AZA
421
Arthur Zaske & Associates
Michigan
$694K -$20.4K -175 -3%
CWM
422
Confluence Wealth Management
Oregon
$692K
CIA
423
Choate Investment Advisors
Massachusetts
$692K
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$687K
RW
425
REDW Wealth
New Mexico
$686K