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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

841 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 241 increasing their positions, 315 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
19.28%
Holding in Top 10
93
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.43%
% of All Funds
2.13%
New
55
Increased
241
Reduced
315
Closed
36
Calls
$13.9M
Puts
$49.4M
Net Calls
-$35.5M
Net Calls Change
-$27.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$119M
2
Ameriprise
Ameriprise
Minnesota
+$107M
3
Bank of America
Bank of America
North Carolina
+$74.7M
4
Goldman Sachs
Goldman Sachs
New York
+$59.9M
5
SHGA
Sand Hill Global Advisors
California
+$45.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$186M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$141M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
-$119M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$85.5M
5
TA
Teachers Advisors
New York
-$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
501
Capital City Trust
Florida
$562K – – –
MPPLM
502
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$560K +$560K +4,615 New
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$559K – – –
PAM
504
Palisade Asset Management
Minnesota
$552K – – –
FMBTD
505
First Midwest Bank Trust Division
Illinois
$546K +$71.7K +590 +15%
RIL
506
Rothschild Investment LLC
Illinois
$544K +$181K +1,495 +50%
CM
507
Cornerstone Management
Georgia
$541K – – –
MSA
508
Marino Stram & Associates
Massachusetts
$541K – – –
CNC
509
Citizens & Northern Corp
Pennsylvania
$540K – – –
BRWA
510
B. Riley Wealth Advisors
Florida
$532K -$98.6K -810 -16%
OAM
511
Occidental Asset Management
California
$532K – – –
TPWA
512
TRUE Private Wealth Advisors
Oregon
$529K +$46.8K +386 +10%
RW
513
REDW Wealth
New Mexico
$525K – – –
SS
514
Simplicity Solutions
Minnesota
$521K +$12.6K +104 +2%
Lido Advisors
515
Lido Advisors
California
$520K -$11.5K -95 -2%
3AM
516
3D Asset Management
Connecticut
$515K -$49.4K -407 -9%
AFM
517
Andesa Financial Management
Pennsylvania
$514K -$147K -1,210 -22%
TCM
518
Tradition Capital Management
New Jersey
$514K – – –
CAAS
519
Capital Asset Advisory Services
Michigan
$506K -$12.1K -100 -2%
JT
520
Jump Trading
Illinois
$504K +$504K +4,153 New
DBRC
521
D.B. Root & Company
Pennsylvania
$500K +$500K +4,119 New
GG
522
Gofen & Glossberg
Illinois
$498K – – –
MCM
523
Maple Capital Management
Vermont
$498K – – –
BCM
524
Bridgeway Capital Management
Texas
$498K +$498K +4,100 New
GCA
525
Greenwood Capital Associates
South Carolina
$489K +$9.83K +81 +2%
19 20
21
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