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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 %
GC
551
Grimes & Company
Massachusetts
$434K -$7.05K -58 -2%
BFA
552
Bragg Financial Advisors
North Carolina
$434K – – –
FPCP
553
Fort Point Capital Partners
California
$428K -$65.4K -539 -13%
BCM
554
Bourgeon Capital Management
Connecticut
$428K – – –
PA
555
Pinnacle Associates
New York
$427K -$7.4K -61 -2%
PAI
556
Pittenger & Anderson Inc
Nebraska
$425K – – –
FTUS
557
Flow Traders U.S.
New York
$422K -$485K -3,995 -53%
VCM
558
Vigilant Capital Management
Maine
$418K -$23.4K -193 -5%
BCM
559
Brookstone Capital Management
Illinois
$417K -$6.43K -53 -2%
CB
560
Chemical Bank
Michigan
$415K -$849 -7 -0.2%
BBPWM
561
Blue Bell Private Wealth Management
Pennsylvania
$413K – – –
LFS
562
Lutz Financial Services
Nebraska
$412K – – –
BFS
563
Bradley Foster & Sargent
Connecticut
$406K – – –
CFA
564
Carroll Financial Associates
North Carolina
$394K – – –
FAIM
565
Financial Advocates Investment Management
Washington
$391K -$10.6K -87 -3%
DWM
566
Destination Wealth Management
California
$390K -$2.79K -23 -0.7%
LW
567
Linscomb Wealth
Texas
$389K +$18.8K +155 +5%
BA
568
Ballew Advisors
Mississippi
$384K +$12.1K +100 +3%
SCP
569
Syntal Capital Partners
Texas
$383K +$2.55K +21 +0.7%
Koshinski Asset Management
570
Koshinski Asset Management
Illinois
$381K -$22.4K -185 -6%
FMT
571
First Mercantile Trust
Tennessee
$379K +$379K +3,120 New
GWS
572
Glassman Wealth Services
Virginia
$374K – – –
CCFCSB
573
Cape Cod Five Cents Savings Bank
Massachusetts
$372K – – –
IB
574
Intrust Bank
Kansas
$370K – – –
BTNA
575
Bremer Trust National Association
Minnesota
$364K -$51K -420 -12%
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23
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