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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
+$327M
3
PPA
Parametric Portfolio Associates
Washington
+$283M
4
TA
Teachers Advisors
New York
+$81.8M
5
RJA
Raymond James & Associates
Florida
+$74.7M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$83M
2
BIT
BlackRock Institutional Trust
California
-$68.5M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$49.9M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$47.9M
5
SB
Suntrust Banks
Georgia
-$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
551
Asset Dedication LLC
California
$65K -$24K -227 -27%
HR
552
Howe & Rusling
New York
$65K +$65K +613 New
BAM
553
Barrett Asset Management
New York
$54K – – –
ST
554
Smithfield Trust
Pennsylvania
$51K – – –
VCM
555
Versant Capital Management
Arizona
$51K – – –
Manulife (Manufacturers Life Insurance)
556
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50K +$46.9K +448 +1,493%
TCM
557
TD Capital Management
Tennessee
$48K -$120K -1,136 -71%
CHC
558
City Holding Co
West Virginia
$46K – – –
WEC
559
Winslow Evans & Crocker
Massachusetts
$45.5K -$23.2K -220 -34%
FWM
560
Focused Wealth Management
New York
$40K +$8.59K +82 +27%
AIM
561
Anchor Investment Management
South Carolina
$36.5K – – –
QAM
562
QCI Asset Management
New York
$33K – – –
WCM
563
Wealthcare Capital Management
Virginia
$29K – – –
CP
564
Corbenic Partners
Pennsylvania
$28K – – –
DIA
565
Davidson Investment Advisors
Montana
$28K – – –
AWM
566
Avior Wealth Management
Nebraska
$27K – – –
AF
567
Allworth Financial
California
$26K -$2.41K -23 -8%
SNT
568
Security National Trust
West Virginia
$26K – – –
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$26K +$26K +247 New
BAM
570
Brave Asset Management
New Jersey
$25K – – –
TCOV
571
Trust Company of Vermont
Vermont
$22K -$1.06K -10 -5%
BBPWM
572
Blue Bell Private Wealth Management
Pennsylvania
$22K – – –
OSNBOA
573
Old Second National Bank of Aurora
Illinois
$21K – – –
CWM
574
Catamount Wealth Management
Connecticut
$21K – – –
PCTC
575
Perkins Coie Trust Company
Washington
$19K – – –
21 22
23
24 25