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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

604 hedge funds and large institutions have $20B invested in iShares Russell 1000 Value ETF in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 227 increasing their positions, 198 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+8
Holders Change %
+1.34%
% of All Funds
16.14%
Holding in Top 10
93
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.68%
% of All Funds
2.49%
New
57
Increased
227
Reduced
198
Closed
38
Calls
$25.2M
Puts
$23.3M
Net Calls
+$1.91M
Net Calls Change
-$32.6M

Top Buyers

1
BL
Balentine LLC
Georgia
+$345M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$327M
3
PPA
Parametric Portfolio Associates
Washington
+$283M
4
TA
Teachers Advisors
New York
+$81.8M
5
RJA
Raymond James & Associates
Florida
+$74.7M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$83M
2
BIT
BlackRock Institutional Trust
California
-$68.5M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$49.9M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$47.9M
5
SB
Suntrust Banks
Georgia
-$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
451
Enterprise Financial Services Corp (EFSC)
Missouri
$340K – – –
NFC
452
Northeast Financial Consultants
Connecticut
$335K -$114K -1,074 -25%
EB
453
Eastern Bank
Massachusetts
$334K – – –
Massachusetts Financial Services
454
Massachusetts Financial Services
Massachusetts
$333K -$177K -1,680 -35%
KA
455
Klingman & Associates
New York
$331K -$5.27K -50 -2%
KKAMG
456
Kernodle & Katon Asset Management Group
Arkansas
$329K -$4.75K -45 -1%
Kovitz Investment Group Partners
457
Kovitz Investment Group Partners
Illinois
$324K -$10.6K -100 -3%
BFG
458
Beacon Financial Group
Texas
$324K +$324K +3,094 New
SAM
459
Solaris Asset Management
New York
$321K – – –
First Manhattan
460
First Manhattan
New York
$319K – – –
CWA
461
Cypress Wealth Advisors
California
$316K – – –
MFS
462
McNamara Financial Services
Massachusetts
$315K – – –
LW
463
Linscomb Wealth
Texas
$314K +$423 +4 +0.1%
WP
464
WMS Partners
Maryland
$314K +$1.79K +17 +0.6%
RWA
465
Ropes Wealth Advisors
Massachusetts
$313K +$270K +2,552 +625%
RBC
466
Roble Belko & Company
Pennsylvania
$311K – – –
PFP
467
Pinnacle Financial Partners
Tennessee
$309K – – –
PA
468
Pinnacle Associates
New York
$308K – – –
RIL
469
Rothschild Investment LLC
Illinois
$305K -$2.11M -20,000 -87%
CG
470
Caprock Group
Idaho
$303K +$951 +9 +0.3%
CG
471
Colony Group
Massachusetts
$296K -$31.5K -298 -10%
BEAM
472
Baker Ellis Asset Management
Washington
$294K – – –
PMFA
473
Plante Moran Financial Advisors
Michigan
$293K +$51.2K +485 +21%
VIA
474
Vantage Investment Advisors
Pennsylvania
$292K -$571K -5,410 -66%
RCA
475
Rex Capital Advisors
Rhode Island
$290K -$19.2K -182 -6%
17 18
19
20 21