IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

859 hedge funds and large institutions have $27.4B invested in iShares Russell 1000 Value ETF in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 290 increasing their positions, 294 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+18
Holders Change %
+2.14%
% of All Funds
19.67%
Holding in Top 10
94
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.08%
% of All Funds
2.15%
New
73
Increased
290
Reduced
294
Closed
49
Calls
$29.6M
Puts
$39.2M
Net Calls
-$9.64M
Net Calls Change
+$25.8M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.17B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$115M
3
Bank of America
Bank of America
North Carolina
+$104M
4
Morgan Stanley
Morgan Stanley
New York
+$67.2M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$40.4M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$189M
2
TF
TIAA FSB
Florida
-$169M
3
FCI
Financial Counselors Inc
Kansas
-$131M
4
TA
Teachers Advisors
New York
-$79.9M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$57M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAMU
551
Rothschild & Co Asset Management US
Connecticut
$445K +$175K +1,380 +65%
PA
552
Pinnacle Associates
New York
$444K -$1.27K -10 -0.3%
KP
553
Keel Point
Alabama
$444K +$180K +1,423 +68%
PAI
554
Pittenger & Anderson Inc
Nebraska
$443K – – –
VCM
555
Vigilant Capital Management
Maine
$436K – – –
LFS
556
Lutz Financial Services
Nebraska
$430K – – –
PFA
557
Paradigm Financial Advisors
Missouri
$428K -$70.2K -556 -14%
LW
558
Linscomb Wealth
Texas
$428K +$22.4K +177 +6%
AA
559
Ancora Advisors
Ohio
$423K -$193K -1,519 -31%
AFP
560
Ausdal Financial Partners
Iowa
$419K -$41K -324 -9%
CB
561
Chemical Bank
Michigan
$418K -$15.3K -121 -4%
BBPWM
562
Blue Bell Private Wealth Management
Pennsylvania
$418K -$12.7K -100 -3%
BWM
563
Brickley Wealth Management
California
$418K +$418K +3,300 New
BFA
564
Beaumont Financial Advisors
Massachusetts
$417K +$70.3K +555 +20%
GCA
565
Greenwood Capital Associates
South Carolina
$405K -$106K -833 -21%
PFGIA
566
Patriot Financial Group Insurance Agency
Massachusetts
$402K -$334K -2,640 -45%
SCP
567
Syntal Capital Partners
Texas
$402K – – –
GC
568
Grimes & Company
Massachusetts
$398K -$54.6K -431 -12%
KA
569
Kovack Advisors
Florida
$398K +$398K +3,142 New
SS
570
Sunbelt Securities
Texas
$394K +$102K +805 +35%
CFA
571
Carroll Financial Associates
North Carolina
$391K -$19.6K -155 -5%
GWS
572
Glassman Wealth Services
Virginia
$390K – – –
AIP
573
Ameritas Investment Partners
Nebraska
$389K +$133K +1,049 +52%
CCFCSB
574
Cape Cod Five Cents Savings Bank
Massachusetts
$388K – – –
CFG
575
Citizens Financial Group
Rhode Island
$387K -$95.6K -755 -20%
21 22
23
24 25