IWD icon

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.

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
1
Balentine LLC
Georgia
$345M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.93B
3
PPA
3
Parametric Portfolio Associates
Washington
$287M
4
TA
4
Teachers Advisors
New York
$104M
5
RJA
5
Raymond James & Associates
Florida
$713M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$46M
2
BIT
2
BlackRock Institutional Trust
California
$17.6M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.27B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$249K
5
SB
5
Suntrust Banks
Georgia
$444M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$104M 987,102 +202,598 +26%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$104M 987,106 +464,802 +89%
TA
28
Teachers Advisors
New York
$104M 983,330 +774,774 +371%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$102M 966,525 +10,539 +1%
BIM
30
BlackRock Investment Management
Delaware
$95.5M 904,265 +43,910 +5%
US Bancorp
31
US Bancorp
Minnesota
$95.3M 902,661 -17,046 -2%
SI
32
Stephens Inc
Arkansas
$94.4M 893,600 -31,803 -3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$90.4M 856,325 +84,097 +11%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$86.9M 822,277 -21,933 -3%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$83.3M 788,684 +211,843 +37%
BDF
36
Balasa Dinverno & Foltz
$69.1M 653,893 -16,654 -2%
WPW
37
Waldron Private Wealth
Pennsylvania
$65.3M 618,927 +22,154 +4%
JA
38
JOYN Advisors
Georgia
$63.9M 604,743 +8,790 +1%
Stifel Financial
39
Stifel Financial
Missouri
$62.3M 590,234 -7,635 -1%
BlackRock
40
BlackRock
New York
$61.4M 580,946 -73,696 -11%
Franklin Resources
41
Franklin Resources
California
$58.5M 553,478 -393,000 -42%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$50.8M 480,797 -90,511 -16%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$50.3M 476,145 +15,228 +3%
1SB
44
1ST Source Bank
Indiana
$47.9M 453,196 +142,295 +46%
Brown Advisory
45
Brown Advisory
Maryland
$46.7M 441,840 +5,639 +1%
WKKFT
46
W.K. Kellogg Foundation Trust
Michigan
$46.2M 437,319 -143,735 -25%
EVM
47
Eaton Vance Management
Massachusetts
$46M 435,940 -785,725 -64%
Citigroup
48
Citigroup
New York
$44.8M 423,862 +160,028 +61%
CL
49
Choreo LLC
Illinois
$43.6M 413,099 -17,346 -4%
FA
50
FDx Advisors
Illinois
$43.5M 411,469 +26,563 +7%
1
2
3 4 5