IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

958 hedge funds and large institutions have $26.5B invested in iShares Russell 1000 Value ETF in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 274 increasing their positions, 380 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
958
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
20.77%
Holding in Top 10
96
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.04%
% of All Funds
2.08%
New
99
Increased
274
Reduced
380
Closed
82
Calls
$36.7M
Puts
$37.4M
Net Calls
-$749K
Net Calls Change
-$16M

Top Buyers

1
JRP
Jasper Ridge Partners
California
+$181M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$108M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
+$86.6M
4
PAS
Park Avenue Securities
New York
+$46.7M
5
Goldman Sachs
Goldman Sachs
New York
+$46.2M

Top Sellers

1
TF
TIAA FSB
Florida
-$549M
2
Bank of America
Bank of America
North Carolina
-$524M
3
American Century Companies
American Century Companies
Missouri
-$284M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$195M
5
BlackRock
BlackRock
New York
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
426
Coastal Bridge Advisors
Connecticut
$1.26M +$142K +1,150 +13%
GTAM
427
Global Trust Asset Management
Florida
$1.26M +$226K +1,830 +22%
Neuberger Berman Group
428
Neuberger Berman Group
New York
$1.25M -$5.57M -45,040 -82%
GBT
429
Grove Bank & Trust
Florida
$1.25M – – –
DWM
430
Doyle Wealth Management
Florida
$1.22M -$12.7K -101 -1%
GFPC
431
Global Financial Private Capital
Florida
$1.22M -$3.21M -26,002 -72%
CWS
432
Cypress Wealth Services
California
$1.22M -$36.9K -299 -3%
PTC
433
Private Trust Company
Ohio
$1.22M -$370K -2,996 -23%
TIM
434
Tortoise Investment Management
New York
$1.2M – – –
CWM
435
Confluence Wealth Management
Oregon
$1.19M +$29.4K +238 +3%
CA
436
Clearstead Advisors
Ohio
$1.19M +$19.9K +161 +2%
HWM
437
Highwater Wealth Management
Colorado
$1.18M -$351K -2,843 -23%
KWM
438
Kingsview Wealth Management
Oregon
$1.18M +$63K +510 +6%
NCM
439
Next Capital Management
New York
$1.17M +$1.17M +9,494 New
F
440
F3Logic
Minnesota
$1.17M +$199K +1,610 +21%
FBA
441
Front Barnett Associates
Illinois
$1.17M +$838K +6,780 +253%
WS
442
Wedbush Securities
California
$1.16M -$30.9K -250 -3%
HIMCH
443
Hartford Investment Management Co (HIMCO)
Connecticut
$1.16M -$1.88M -15,229 -62%
JWA
444
JFS Wealth Advisors
Pennsylvania
$1.16M -$61K -494 -5%
PPP
445
Private Portfolio Partners
New Jersey
$1.15M -$114K -927 -9%
SCA
446
Stillwater Capital Advisors
Pennsylvania
$1.15M +$9.38K +76 +0.8%
BFA
447
Beaumont Financial Advisors
Massachusetts
$1.13M +$904K +7,323 +399%
LDB
448
Lee, Danner & Bass
Tennessee
$1.13M – – –
GC
449
Garde Capital
Washington
$1.12M +$1.36K +11 +0.1%
DWA
450
Dougherty Wealth Advisers
Minnesota
$1.1M – – –
16 17
18
19 20