IWD icon

iShares Russell 1000 Value ETF

841 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 241 increasing their positions, 315 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
19.28%
Holding in Top 10
93
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.43%
% of All Funds
2.13%
New
55
Increased
241
Reduced
315
Closed
36
Calls
$13.9M
Puts
$49.4M
Net Calls
-$35.5M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
451
Simplex Trading
Illinois
$715K +$715K +5,896 New
CF
452
Centaurus Financial
California
$711K +$451K +3,719 +174%
JFA
453
Johanson Financial Advisors
California
$709K +$4.13K +34 +0.6%
PFGIA
454
Patriot Financial Group Insurance Agency
Massachusetts
$706K -$153K -1,263 -18%
PFS
455
Prospera Financial Services
Texas
$705K +$106K +869 +18%
ACS
456
Archford Capital Strategies
Illinois
$700K +$700K +5,767 New
WTB
457
Washington Trust Bank
Washington
$698K
LA
458
Lau Associates
Delaware
$696K
VCP
459
Vista Capital Partners
Oregon
$695K +$226K +1,861 +48%
MYIA
460
Mount Yale Investment Advisors
Colorado
$691K +$48K +396 +7%
SWM
461
Sequoia Wealth Management
Illinois
$681K +$178K +1,604 +35%
CC
462
Courier Capital
New York
$680K
WCWM
463
Willow Creek Wealth Management
California
$661K +$31.4K +259 +5%
NCMW
464
Northern Capital Management (Wisconsin)
Wisconsin
$658K -$21.2K -175 -3%
LNWWM
465
Laird Norton Wetherby Wealth Management
California
$653K -$2.43K -20 -0.4%
SHWM
466
Smith & Howard Wealth Management
Georgia
$651K +$12.7K +105 +2%
BMCM
467
Bryn Mawr Capital Management
Pennsylvania
$645K -$1.58K -13 -0.2%
G
468
Gainplan
Michigan
$645K
GT
469
Glenview Trust
Kentucky
$643K
FIM
470
Freedom Investment Management
Connecticut
$643K +$94K +775 +17%
CM
471
Columbus Macro
Pennsylvania
$635K +$16.3K +134 +3%
FFC
472
First Financial Corp
Indiana
$633K -$30.4K -250 -5%
CWM
473
Confluence Wealth Management
Oregon
$632K
PP
474
PagnatoKarp Partners
Virginia
$630K +$93.5K +770 +17%
KIA
475
KCM Investment Advisors
California
$629K -$24.9K -205 -4%