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 %
CHC
476
City Holding Co
West Virginia
$29K 312 +312 New
DIA
477
Davidson Investment Advisors
Montana
$24K 266 – –
CP
478
Corbenic Partners
Pennsylvania
$24K 261 +261 New
SNT
479
Security National Trust
West Virginia
$23K 250 +100 +67%
WCM
480
Windsor Capital Management
Arizona
$23K 248 +248 New
BAM
481
Brave Asset Management
New Jersey
$22K 239 – –
CWM
482
Catamount Wealth Management
Connecticut
$19K 200 -20 -9%
OSNBOA
483
Old Second National Bank of Aurora
Illinois
$19K 200 – –
CMO
484
Covenant Multifamily Offices
Texas
$18K 192 – –
CTB
485
Country Trust Bank
Illinois
$18K 190 – –
PCTC
486
Perkins Coie Trust Company
Washington
$17K 177 – –
W
487
Wealthfront
California
$15K 162 +162 New
AC
488
Alexandria Capital
Virginia
$12K 128 – –
HI
489
Hudock Inc
Pennsylvania
$11K 126 – –
CAPTRUST Financial Advisors
490
CAPTRUST Financial Advisors
North Carolina
$11K 115 +89 +342%
NC
491
Northpointe Capital
Michigan
$9K 100 -100 -50%
BWFA
492
Baltimore-Washington Financial Advisors
Maryland
$9K 100 – –
NSIM
493
North Star Investment Management
Illinois
$8K 82 – –
EMA
494
Efficient Market Advisors
California
$8K 86 +86 New
FNBOO
495
First National Bank of Omaha
Nebraska
$7.54K 80,850 +208 +0.3%
ACS
496
Archford Capital Strategies
Illinois
$7K 75 – –
LFR
497
Lehman Financial Resources
Pennsylvania
$6K 69 – –
TFA
498
Transamerica Financial Advisors
Florida
$6K 56 – –
BFEC
499
Benjamin F. Edwards & Company
Missouri
$6K 59 – –
BCM
500
Brookstone Capital Management
Illinois
$5K 54 – –
18 19
20
21 22