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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 %
OTC
576
Opera Trading Capital
France
$364K – – –
RFM
577
Royal Fund Management
Florida
$363K -$17.9K -148 -5%
PP
578
Palladium Partners
Virginia
$361K +$47.1K +388 +15%
BSA
579
Braun Stacey Associates
New York
$360K -$3.04K -25 -0.8%
FPS
580
Fieldpoint Private Securities
Connecticut
$357K -$34.9K -288 -9%
RBC
581
Roble Belko & Company
Pennsylvania
$357K – – –
PCA
582
Personal Capital Advisors
California
$356K -$83.6K -688 -19%
CG
583
Caprock Group
Idaho
$355K – – –
LF
584
Lee Financial
Texas
$355K – – –
WP
585
WealthShield Partners
North Carolina
$354K -$11.2K -92 -3%
CCT
586
Country Club Trust
Missouri
$335K – – –
AWS
587
AJ Wealth Strategies
New York
$335K +$335K +2,761 New
PC
588
Port Capital
Illinois
$333K – – –
MFS
589
McNamara Financial Services
Massachusetts
$333K – – –
BFA
590
Beaumont Financial Advisors
Massachusetts
$332K -$39.9K -329 -11%
BEAM
591
Baker Ellis Asset Management
Washington
$332K – – –
CC
592
Cassaday & Co
Virginia
$330K -$35.3K -291 -10%
PWA
593
Peterson Wealth Advisors
Utah
$330K -$850 -7 -0.3%
FBA
594
Front Barnett Associates
Illinois
$329K -$2.43K -20 -0.7%
CAM
595
Carret Asset Management
New York
$329K – – –
CAC
596
Certified Advisory Corp
Florida
$326K -$28.7K -210 -8%
OWA
597
One Wealth Advisors
California
$323K +$196K +1,620 +155%
JIC
598
Joel Isaacson & Co
New York
$322K -$9.71K -80 -3%
FTC
599
Farmers Trust Company
Ohio
$322K -$7.9K -65 -2%
MA
600
MCF Advisors
Kentucky
$322K +$10.9K +90 +4%
22 23
24
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