IWD icon

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 %
BIM
26
BlackRock Investment Management
Delaware
$81.9M 878,513 +154,865 +21%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$81M 868,602 -25,252 -3%
US Bancorp
28
US Bancorp
Minnesota
$69.7M 747,324 +26,122 +4%
BDF
29
Balasa Dinverno & Foltz
$69.1M 740,797 -27,715 -4%
JA
30
JOYN Advisors
Georgia
$66.2M 710,171 -75,150 -10%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$64.5M 684,835 +3,295 +0.5%
American Century Companies
32
American Century Companies
Missouri
$63.6M 682,281 +412,705 +153%
Northern Trust
33
Northern Trust
Illinois
$61.9M 663,278 +38,223 +6%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$55.6M 595,600 +484,900 +438%
WKKFT
35
W.K. Kellogg Foundation Trust
Michigan
$54.2M 581,054 +581,054 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$53.9M 577,882 -48,770 -8%
WPW
37
Waldron Private Wealth
Pennsylvania
$53.6M 573,625 -47,448 -8%
Brown Advisory
38
Brown Advisory
Maryland
$50.4M 540,158 -53,124 -9%
Stifel Financial
39
Stifel Financial
Missouri
$45.7M 490,326 +62,765 +15%
BIT
40
BlackRock Institutional Trust
California
$45.2M 485,028 -261,503 -35%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$45.2M 484,422 +307,969 +175%
IA
42
IndexIQ Advisors
New York
$44.6M 477,645 +428,045 +863%
Prudential Financial
43
Prudential Financial
New Jersey
$42.9M 459,634 +27,100 +6%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$42.1M 451,259 +395,137 +704%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$41.9M 448,970 +87,922 +24%
WMA
46
White Mountains Advisors
Connecticut
$38.9M 417,100 – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$37.9M 406,744 +20,420 +5%
HS
48
Huntington Steele
Pennsylvania
$37.4M 400,921 -127 -0%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$33.1M 354,469 -327,623 -48%
UOC
50
UBS O'Connor
Illinois
$32.9M 353,139 +353,139 New
1
2
3 4 5