IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

507 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-13
Holders Change %
-2.5%
% of All Funds
13.52%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
2.27%
New
49
Increased
180
Reduced
181
Closed
56
Calls
$2.18M
Puts
$3.76M
Net Calls
-$1.59M
Net Calls Change
-$188K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.33B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
3
American Century Companies
American Century Companies
Missouri
$229M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$204M
5
Goldman Sachs
Goldman Sachs
New York
$738M

Top Sellers

1
USAA
United Services Automobile Association
Texas
$1.45M
2
MAA
Managed Account Advisors
New Jersey
$453M
3
Deutsche Bank
Deutsche Bank
Germany
$0
4
Franklin Resources
Franklin Resources
California
$27M
5
CC
Curian Capital
Colorado
$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
526
Institutional Capital
Illinois
– -$1.46M -13,998 Closed
TSS
527
Two Sigma Securities
New York
– -$1.3M -12,423 Closed
HSA
528
HBK Sorce Advisory
Pennsylvania
– -$957K -9,167 Closed
BW
529
Bison Wealth
Georgia
– -$875K -8,380 Closed
ECM
530
Exchange Capital Management
Michigan
– -$809K -7,747 Closed
SCM
531
Snow Capital Management
Pennsylvania
– -$693K -6,635 Closed
HW
532
Hancock Whitney
Mississippi
– -$649K -6,215 Closed
CAW
533
Cornerstone Advisors (Washington)
Washington
– -$628K -6,016 Closed
Boston Partners
534
Boston Partners
Massachusetts
– -$527K -5,044 Closed
BII
535
Bainco International Investors
Massachusetts
– -$470K -4,500 Closed
FNT
536
First National Trust
Pennsylvania
– -$454K -4,347 Closed
PCMK
537
Paragon Capital Management (Kansas)
Kansas
– -$443K -4,249 Closed
SAM
538
Solaris Asset Management
New York
– -$433K -4,150 Closed
Invesco
539
Invesco
Georgia
– -$418K -4,006 Closed
JPTCCM
540
J.P. Turner & Co Capital Management
Georgia
– -$406K -3,866 Closed
GIP
541
Greatmark Investment Partners
Georgia
– -$399K -3,825 Closed
CT
542
Cambridge Trust
Massachusetts
– -$384K -3,682 Closed
LH
543
Lebenthal Holdings
New York
– -$354K -3,395 Closed
Two Sigma Advisers
544
Two Sigma Advisers
New York
– -$286K -2,740 Closed
CWM
545
Calamos Wealth Management
Illinois
– -$259K -2,482 Closed
Neuberger Berman Group
546
Neuberger Berman Group
New York
– -$255K -2,448 Closed
CIM
547
Confluence Investment Management
Missouri
– -$235K -2,247 Closed
EP
548
Edgestream Partners
New Jersey
– -$219K -2,096 Closed
Federated Hermes
549
Federated Hermes
Pennsylvania
– -$173K -1,658 Closed
Betterment LLC
550
Betterment LLC
New York
– -$106K -1,011 Closed
19 20 21
22
23