IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

966 hedge funds and large institutions have $30.3B invested in iShares Russell 1000 Value ETF in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 314 increasing their positions, 366 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+8
Holders Change %
+0.84%
% of All Funds
21.01%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
2.04%
New
72
Increased
314
Reduced
366
Closed
52
Calls
$37.3M
Puts
$34.4M
Net Calls
+$2.99M
Net Calls Change
+$3.74M

Top Buyers

1
Citigroup
Citigroup
New York
+$2.47B
2
TF
TIAA FSB
Florida
+$426M
3
American Century Companies
American Century Companies
Missouri
+$361M
4
Bank of America
Bank of America
North Carolina
+$82.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.5M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$165M
2
SB
Suntrust Banks
Georgia
-$90M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$88.3M
4
PAS
Park Avenue Securities
New York
-$46.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFC
476
Coyle Financial Counsel
Illinois
$1.02M +$1.02M +7,998 New
MA
477
Montag & Associates
Georgia
$1.02M +$61.1K +480 +6%
MIAS
478
Mason Investment Advisory Services
Virginia
$1.01M – – –
PG
479
Patten Group
Tennessee
$1M -$125K -981 -11%
QCM
480
Quadrant Capital Management
New Jersey
$987K – – –
PFG
481
Pacific Financial Group
Washington
$984K – – –
TF
482
TimeScale Financial
Massachusetts
$978K -$103K -810 -10%
CFG
483
Citizens Financial Group
Rhode Island
$974K +$92.8K +730 +11%
AWM
484
Altium Wealth Management
New York
$950K -$23.9K -188 -2%
ADL
485
Asset Dedication LLC
California
$950K -$7.25K -57 -0.8%
AAM
486
Autus Asset Management
Arizona
$950K +$26.2K +206 +3%
FBA
487
Front Barnett Associates
Illinois
$949K -$253K -1,992 -21%
CIA
488
Capital Investment Advisors
Georgia
$944K -$3.56K -28 -0.4%
PFT
489
Providence First Trust
Arizona
$941K – – –
QCM
490
Quest Capital Management
Texas
$939K -$74.7K -587 -7%
SIAS
491
Shine Investment Advisory Services
Colorado
$938K – – –
AIA
492
Avalon Investment & Advisory
Texas
$935K +$10.9K +86 +1%
SWRP
493
Summit Wealth & Retirement Planning
California
$932K -$175K -1,378 -16%
GVAG
494
Great Valley Advisor Group
Delaware
$910K -$934K -7,328 -51%
NG
495
Northstar Group
New York
$910K -$50.7K -399 -5%
Cerity Partners
496
Cerity Partners
New York
$900K -$2.02M -15,868 -69%
Kovitz Investment Group Partners
497
Kovitz Investment Group Partners
Illinois
$900K -$32.7K -257 -4%
AWS
498
AJ Wealth Strategies
New York
$898K – – –
OCG
499
Opus Capital Group
Ohio
$897K -$37.8K -297 -4%
FANJ
500
Financial Architects (New Jersey)
New Jersey
$896K +$127 +1 +0%
18 19
20
21 22