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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

604 hedge funds and large institutions have $20B invested in iShares Russell 1000 Value ETF in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 227 increasing their positions, 198 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+8
Holders Change %
+1.34%
% of All Funds
16.14%
Holding in Top 10
93
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.68%
% of All Funds
2.49%
New
57
Increased
227
Reduced
198
Closed
38
Calls
$25.2M
Puts
$23.3M
Net Calls
+$1.91M
Net Calls Change
-$32.6M

Top Buyers

1
BL
Balentine LLC
Georgia
$345M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.93B
3
PPA
Parametric Portfolio Associates
Washington
$287M
4
TA
Teachers Advisors
New York
$104M
5
RJA
Raymond James & Associates
Florida
$713M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$46M
2
BIT
BlackRock Institutional Trust
California
$17.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$1.27B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$249K
5
SB
Suntrust Banks
Georgia
$444M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
526
Reilly Financial Advisors
California
$174K -$48.5K -460 -22%
Lazard Asset Management
527
Lazard Asset Management
New York
$174K +$174K +1,656 New
PCP
528
Proficio Capital Partners
Massachusetts
$148K – – –
VOYA Investment Management
529
VOYA Investment Management
Georgia
$140K +$9.46K +89,592 +7%
PCA
530
Peddock Capital Advisors
Massachusetts
$136K +$136K +1,285 New
PO
531
Private Ocean
California
$131K +$636 +6 +0.5%
CAPTRUST Financial Advisors
532
CAPTRUST Financial Advisors
North Carolina
$130K +$130K +1,264 New
CWM
533
Cranbrook Wealth Management
Michigan
$122K -$32.1K -304 -21%
SWA
534
Sutton Wealth Advisors
Florida
$120K – – –
LNB
535
Ledyard National Bank
$116K – – –
PSUF
536
People's United Financial
Connecticut
$108K +$32.2K +305 +43%
SIG
537
Stanford Investment Group
California
$105K – – –
GAM
538
Gemmer Asset Management
California
$105K +$105 +1 +0.1%
SEIA
539
Signature Estate & Investment Advisors
California
$101K +$101K +954 New
KF
540
Krilogy Financial
Missouri
$92K – – –
DADC
541
D.A. Davidson & Co
Montana
$88K +$82.5K +782 +1,504%
Thrivent Financial for Lutherans
542
Thrivent Financial for Lutherans
Minnesota
$85K -$1.58K -15 -2%
JGIA
543
Jackson Grant Investment Advisers
Connecticut
$83K +$525 +5 +0.6%
CLOS
544
Compagnie Lombard Odier SCmA
Switzerland
$81K -$15.3K -145 -16%
WC
545
Whitnell & Co
Illinois
$81K +$70.9K +670 +705%
AIM
546
Advantage Investment Management
Iowa
$80K +$12.9K +122 +19%
CA
547
CapWealth Advisors
Tennessee
$79K – – –
DSC
548
Duncker Streett & Co
Missouri
$70K – – –
CCM
549
Cribstone Capital Management
Maine
$68K -$22.7K -217 -25%
CC
550
Cassaday & Co
Virginia
$66K – – –
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22
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