IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

955 hedge funds and large institutions have $27B invested in iShares Russell 1000 Value ETF in 2018 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 371 increasing their positions, 228 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+96
Holders Change %
+11.18%
% of All Funds
21.31%
Holding in Top 10
113
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.21%
% of All Funds
2.52%
New
178
Increased
371
Reduced
228
Closed
75
Calls
$25.8M
Puts
$10.5M
Net Calls
+$15.2M
Net Calls Change
+$24.9M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$1.99B
2
Bank of America
Bank of America
North Carolina
+$1.02B
3
American Century Companies
American Century Companies
Missouri
+$348M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M
5
KPAG
KLS Professional Advisors Group
New York
+$249M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.54B
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$106M
3
TF
TIAA FSB
Florida
-$50.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$26.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
551
Tarbox Family Office
California
$672K – – –
VCP
552
Vista Capital Partners
Oregon
$665K – – –
PWM
553
Patriot Wealth Management
Texas
$664K – – –
CRC
554
Curi RMB Capital
Illinois
$661K -$5.44K -49 -0.8%
CIA
555
Choate Investment Advisors
Massachusetts
$660K +$660K +5,940 New
SWM
556
Sequoia Wealth Management
Illinois
$658K +$34.8K +313 +6%
Chevy Chase Trust
557
Chevy Chase Trust
Maryland
$656K +$263K +2,365 +67%
BCWM
558
Blue Chip Wealth Management
Florida
$652K -$41.1K -370 -6%
ST
559
Smithfield Trust
Pennsylvania
$644K – – –
JFA
560
Johanson Financial Advisors
California
$639K +$7.77K +70 +1%
LA
561
Lau Associates
Delaware
$636K – – –
WCWM
562
Willow Creek Wealth Management
California
$623K +$47.5K +428 +8%
NWP
563
Northstar Wealth Partners
Connecticut
$622K -$55.3K -498 -8%
DIA
564
Dana Investment Advisors
Wisconsin
$622K +$372K +3,354 +149%
ACS
565
Archford Capital Strategies
Illinois
$616K -$24.4K -220 -4%
VLC
566
Van Leeuwen & Company
New Jersey
$609K +$609K +5,485 New
MYIA
567
Mount Yale Investment Advisors
Colorado
$602K +$359 +3 +0.1%
GFS
568
GYL Financial Synergies
Connecticut
$599K +$599K +5,396 New
LNWWM
569
Laird Norton Wetherby Wealth Management
California
$598K – – –
GT
570
Glenview Trust
Kentucky
$598K +$2.67K +24 +0.4%
BCM
571
Brookstone Capital Management
Illinois
$590K +$111K +997 +23%
CFA
572
Carroll Financial Associates
North Carolina
$589K +$240K +2,125 +69%
CWM
573
Chesapeake Wealth Management
Virginia
$589K +$589K +5,304 New
CSPIA
574
Cary Street Partners Investment Advisory
Virginia
$589K +$589K +5,309 New
PCA
575
Personal Capital Advisors
California
$587K +$110K +995 +23%
21 22
23
24 25