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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

955 hedge funds and large institutions have $27B invested in iShares Russell 1000 Value ETF in 2018 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 371 increasing their positions, 228 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+96
Holders Change %
+11.18%
% of All Funds
21.31%
Holding in Top 10
113
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.21%
% of All Funds
2.52%
New
178
Increased
371
Reduced
228
Closed
75
Calls
$25.8M
Puts
$10.5M
Net Calls
+$15.2M
Net Calls Change
+$24.9M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$1.99B
2
Bank of America
Bank of America
North Carolina
+$1.02B
3
American Century Companies
American Century Companies
Missouri
+$348M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M
5
KPAG
KLS Professional Advisors Group
New York
+$249M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.54B
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$106M
3
TF
TIAA FSB
Florida
-$50.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$26.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
F
501
F3Logic
Minnesota
$871K +$871K +7,846 New
FNBT
502
FineMark National Bank & Trust
Florida
$870K – – –
PFG
503
Pacific Financial Group
Washington
$868K +$868K +7,820 New
AWM
504
Altium Wealth Management
New York
$867K -$206K -1,851 -19%
QCM
505
Quest Capital Management
Texas
$853K +$853K +7,683 New
SIC
506
Sigma Investment Counselors
Michigan
$845K +$8.11K +73 +1%
TNB
507
Thomasville National Bank
Georgia
$844K +$18K +162 +2%
FT
508
Fiduciary Trust
Massachusetts
$834K – – –
AAM
509
Autus Asset Management
Arizona
$831K -$34.9K -314 -4%
PFT
510
Providence First Trust
Arizona
$822K – – –
SIAS
511
Shine Investment Advisory Services
Colorado
$818K – – –
NG
512
Northstar Group
New York
$816K -$105K -948 -11%
OCG
513
Opus Capital Group
Ohio
$816K – – –
CCM
514
Coldstream Capital Management
Washington
$812K +$92.5K +833 +13%
AWM
515
AE Wealth Management
Kansas
$804K +$156K +1,401 +24%
ADL
516
Asset Dedication LLC
California
$797K -$53.6K -482 -6%
CBN
517
Cadence Bank NA
Texas
$794K -$4.55K -41 -0.6%
SPC
518
Sigma Planning Corp
Michigan
$793K -$26.5K -239 -3%
GIA
519
Gladstone Institutional Advisory
Florida
$793K +$793K +7,138 New
Barclays
520
Barclays
United Kingdom
$792K -$1.15M -10,366 -59%
AAS
521
Avantax Advisory Services
Texas
$790K +$790K +7,099 New
KTC
522
Kistler-Tiffany Companies
Pennsylvania
$787K – – –
VA
523
Valmark Advisers
Ohio
$786K +$13.9K +125 +2%
AWS
524
AJ Wealth Strategies
New York
$784K – – –
CIA
525
Capital Investment Advisors
Georgia
$783K -$7.88K -71 -1%
19 20
21
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