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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 %
LCM
576
Liberty Capital Management
Michigan
$19K +$19K +183 New
CYG
577
Clean Yield Group
Vermont
$18K – – –
NHFG
578
New Harbor Financial Group
Massachusetts
$18K +$18K +175 New
DAM
579
Delta Asset Management
Tennessee
$17K – – –
LWCFA
580
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K – – –
GBT
581
Grove Bank & Trust
Florida
$14K – – –
CIM
582
Contravisory Investment Management
Massachusetts
$14K +$14K +129 New
TC
583
Trust Company
Kansas
$14K +$14K +133 New
HI
584
Hudock Inc
Pennsylvania
$13K – – –
LIA
585
LS Investment Advisors
Michigan
$13K – – –
PFSC
586
Peoples Financial Services Corp
Pennsylvania
$13K +$13K +122 New
LWM
587
LBA Wealth Management
Florida
$11K – – –
PG
588
Patten Group
Tennessee
$10.4K – – –
WTB
589
Washington Trust Bank
Washington
$10K -$17.6K -167 -64%
BFEC
590
Benjamin F. Edwards & Company
Missouri
$10K +$6.56K +61 +191%
GI
591
Gradient Investments
Minnesota
$10K +$6.43K +63 +180%
NSIM
592
North Star Investment Management
Illinois
$9K – – –
BC
593
Barnett & Company
Tennessee
$8K -$16K -150 -67%
MRCM
594
M&R Capital Management
New Jersey
$7K +$7K +75 New
CAW
595
Cornerstone Advisors (Washington)
Washington
$6K +$6K +58 New
PWM
596
Perigon Wealth Management
California
$5K – – –
LWM
597
Lenox Wealth Management
Ohio
$4K – – –
JCM
598
Jacobi Capital Management
Pennsylvania
$3K +$3K +27 New
TFA
599
Transamerica Financial Advisors
Florida
$2K -$1.11M -8,841 -100%
MA
600
MCF Advisors
Kentucky
$1K – – –
22 23
24
25 26