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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 %
BFS
476
Bradley Foster & Sargent
Connecticut
$289K -$9.92K -94 -3%
JIC
477
Joel Isaacson & Co
New York
$286K +$422 +4 +0.1%
RIA
478
Regal Investment Advisors
Michigan
$283K +$14.9K +141 +6%
AIS
479
American Investment Services
Massachusetts
$280K – – –
OC
480
Oarsman Capital
Wisconsin
$277K -$12.5K -118 -4%
S
481
SignatureFD
Georgia
$276K -$45.3K -429 -14%
SCA
482
Salient Capital Advisors
Texas
$276K -$39.1K -370 -12%
PP
483
Palladium Partners
Virginia
$276K – – –
JFA
484
JNBA Financial Advisors
Minnesota
$276K +$181K +1,715 +191%
FWP
485
FAS Wealth Partners
Kansas
$275K – – –
ZIM
486
Zacks Investment Management
Illinois
$274K -$16.4K -155 -6%
HIM
487
Hanlon Investment Management
New Jersey
$272K – – –
APSP
488
Asset Planning Services (Pennsylvania)
Pennsylvania
$267K -$98.1K -928 -27%
HCM
489
Hollencrest Capital Management
California
$267K – – –
FMW
490
Farr Miller & Washington
District of Columbia
$267K +$267K +2,535 New
GWA
491
Guidant Wealth Advisors
Illinois
$266K +$266K +2,542 New
NG
492
Northstar Group
New York
$264K +$264K +2,400 New
WP
493
WealthSource Partners
California
$262K +$27.2K +258 +12%
NA
494
NewEdge Advisors
Louisiana
$261K +$261K +2,471 New
CFA
495
Carroll Financial Associates
North Carolina
$258K +$243K +2,303 +1,567%
LBC
496
Lowe Brockenbrough & Co
Virginia
$256K – – –
Fisher Asset Management
497
Fisher Asset Management
Washington
$254K +$254K +2,403 New
FI
498
FormulaFolio Investments
Michigan
$253K +$19K +180 +8%
N
499
Natixis
France
$253K +$253K +2,393 New
Neuberger Berman Group
500
Neuberger Berman Group
New York
$253K +$253K +2,393 New
18 19
20
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