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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

505 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 194 increasing their positions, 163 reducing their positions, and 44 closing their positions.

Holders
505
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
14.11%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
2.32%
New
45
Increased
194
Reduced
163
Closed
44
Calls
$3.3M
Puts
$12.3M
Net Calls
-$8.99M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.8B
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$298M
3
Goldman Sachs
3
Goldman Sachs
New York
$792M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.04B
5
WKKFT
5
W.K. Kellogg Foundation Trust
Michigan
$54.2M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$8.76M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.38B
3
Citigroup
3
Citigroup
New York
$18.6M
4
AssetMark Inc
4
AssetMark Inc
California
$12.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$95.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
426
Condor Capital Management
New Jersey
$210K 2,253 +5 +0.2%
KL
427
KWMG LLC
Kansas
$208K 2,227 – –
AI
428
Accredited Investors
Minnesota
$207K 2,219 – –
RC
429
RegentAtlantic Capital
New Jersey
$207K 2,217 – –
RT
430
Rockland Trust
Massachusetts
$206K 2,210 +34 +2%
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$203K 2,176 +150 +7%
OC
432
Oarsman Capital
Wisconsin
$201K 2,154 +2,154 New
BEAM
433
Baker Ellis Asset Management
Washington
$191K 2,045 – –
SCP
434
Syntal Capital Partners
Texas
$189K 2,023 +98 +5%
FWM
435
Focused Wealth Management
New York
$168K 1,800 -437 -20%
ATC
436
Adirondack Trust Company
New York
$167K 1,795 – –
First Manhattan
437
First Manhattan
New York
$161K 1,733 – –
HF
438
Hoxton Financial
West Virginia
$158K 1,696 – –
CLOS
439
Compagnie Lombard Odier SCmA
Switzerland
$158K 1,690 +100 +6%
Thrivent Financial for Lutherans
440
Thrivent Financial for Lutherans
Minnesota
$147K 1,491 – –
CWM
441
Cranbrook Wealth Management
Michigan
$144K 1,540 – –
CFA
442
Carroll Financial Associates
North Carolina
$124K 1,270 +71 +6%
LWA
443
Lowe Wealth Advisors
Maryland
$122K 1,308 +1,308 New
ST
444
Smithfield Trust
Pennsylvania
$118K 1,270 – –
WA
445
WealthTrust-Arizona
Arizona
$117K 1,259 +1 +0.1%
LIA
446
LS Investment Advisors
Michigan
$116K 1,247 – –
MAM
447
Meeder Asset Management
Ohio
$115K 1,236 +1,104 +836%
SEIA
448
Signature Estate & Investment Advisors
California
$107K 1,152 +57 +5%
LNB
449
Ledyard National Bank
$102K 1,098 – –
OFS
450
Orrstown Financial Services
Pennsylvania
$94K 1,009 – –
16 17
18
19 20