IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

688 hedge funds and large institutions have $23.1B invested in iShares Russell 1000 Value ETF in 2016 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 191 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+84
Holders Change %
+13.91%
% of All Funds
17.23%
Holding in Top 10
101
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.6%
% of All Funds
2.53%
New
124
Increased
258
Reduced
191
Closed
33
Calls
$14.4M
Puts
$12.8M
Net Calls
+$1.57M
Net Calls Change
-$339K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$239M
2
BL
Balentine LLC
Georgia
+$232M
3
PPA
Parametric Portfolio Associates
Washington
+$187M
4
BIT
BlackRock Institutional Trust
California
+$178M
5
Morgan Stanley
Morgan Stanley
New York
+$102M

Top Sellers

1
TA
Teachers Advisors
New York
-$73M
2
Bank of America
Bank of America
North Carolina
-$71.2M
3
American Century Companies
American Century Companies
Missouri
-$36.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$32.5M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
476
Blue Bell Private Wealth Management
Pennsylvania
$460K +$438K +3,900 +1,950%
LCM
477
Logan Capital Management
Pennsylvania
$460K +$460K +4,104 New
GG
478
Gofen & Glossberg
Illinois
$459K – – –
SHWM
479
Smith & Howard Wealth Management
Georgia
$456K -$19.4K -173 -4%
TPWA
480
TRUE Private Wealth Advisors
Oregon
$455K -$787 -7 -0.2%
CONA
481
Capital One National Association
New York
$455K – – –
JC
482
Jentner Corp
Ohio
$451K +$451K +4,028 New
FFW
483
Fusion Family Wealth
New York
$449K +$449K +3,988 New
WA
484
Waverly Advisors
Alabama
$449K +$449K +4,011 New
CTC
485
Central Trust Company
Missouri
$445K – – –
EWM
486
Evermay Wealth Management
Virginia
$442K – – –
DBT
487
Dubuque Bank & Trust
Iowa
$433K – – –
VCP
488
Vista Capital Partners
Oregon
$433K – – –
CIM
489
Confluence Investment Management
Missouri
$430K +$430K +3,842 New
GC
490
Gilbert & Cook
Iowa
$429K +$429K +3,831 New
TFA
491
Transamerica Financial Advisors
Florida
$428K +$426K +3,803 +23,769%
RI
492
Ridgewood Investments
New Jersey
$428K +$428K +3,829 New
BBHC
493
Brown Brothers Harriman & Co
New York
$417K +$43.2K +386 +12%
BF
494
Blankinship & Foster
California
$415K +$415K +3,700 New
VCM
495
Vigilant Capital Management
Maine
$403K – – –
CG
496
Cutler Group
California
$403K +$403K +3,605 New
WAM
497
Weatherly Asset Management
California
$400K – – –
BSA
498
Braun Stacey Associates
New York
$397K +$561 +5 +0.1%
PAI
499
Pittenger & Anderson Inc
Nebraska
$392K – – –
BTNA
500
Bremer Trust National Association
Minnesota
$390K +$9.51K +85 +3%
18 19
20
21 22