IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

966 hedge funds and large institutions have $30.3B invested in iShares Russell 1000 Value ETF in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 314 increasing their positions, 366 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+8
Holders Change %
+0.84%
% of All Funds
21.01%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
2.04%
New
72
Increased
314
Reduced
366
Closed
52
Calls
$37.3M
Puts
$34.4M
Net Calls
+$2.99M
Net Calls Change
+$3.74M

Top Buyers

1
Citigroup
Citigroup
New York
+$2.47B
2
TF
TIAA FSB
Florida
+$426M
3
American Century Companies
American Century Companies
Missouri
+$361M
4
Bank of America
Bank of America
North Carolina
+$82.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.5M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$165M
2
SB
Suntrust Banks
Georgia
-$90M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$88.3M
4
PAS
Park Avenue Securities
New York
-$46.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFM
576
Andesa Financial Management
Pennsylvania
$589K -$12.9K -101 -2%
PFS
577
Prospera Financial Services
Texas
$587K -$892 -7 -0.2%
TPWA
578
TRUE Private Wealth Advisors
Oregon
$587K -$382 -3 -0.1%
WTB
579
Washington Trust Bank
Washington
$574K -$62.3K -490 -10%
GC
580
Gratus Capital
Georgia
$573K +$12.3K +97 +2%
DDPIC
581
Deroy & Devereaux Private Investment Counsel
Michigan
$569K -$19.1K -150 -3%
MC
582
Middleton & Co
Massachusetts
$567K -$636 -5 -0.1%
Wealth Enhancement Advisory Services
583
Wealth Enhancement Advisory Services
Minnesota
$567K +$108K +829 +23%
KCM
584
Kanawha Capital Management
Virginia
$565K +$112K +880 +25%
TFGT
585
TS Financial Group (TSFG)
Illinois
$565K +$254K +1,994 +82%
PFA
586
Pure Financial Advisors
California
$562K -$8.9K -70 -2%
JAM
587
Jolley Asset Management
North Carolina
$562K +$562K +4,417 New
PAM
588
Palisade Asset Management
Minnesota
$559K – – –
FAIM
589
Financial Advocates Investment Management
Washington
$558K +$381 +3 +0.1%
MSA
590
Marino Stram & Associates
Massachusetts
$557K -$10.1K -79 -2%
RP
591
Rice Partnership
Hawaii
$556K -$135K -1,061 -20%
AFC
592
AFT Forsyth & Company
Florida
$553K -$4.45K -35 -0.8%
OAM
593
Occidental Asset Management
California
$553K – – –
WI
594
Wintrust Investments
Illinois
$552K -$897K -7,047 -62%
TAM
595
Tradition Asset Management
Virginia
$549K +$549K +4,320 New
YWP
596
YorkBridge Wealth Partners
New York
$547K – – –
WF
597
Welch & Forbes
Massachusetts
$546K – – –
MCM
598
Maple Capital Management
Vermont
$546K – – –
GG
599
Gofen & Glossberg
Illinois
$538K – – –
IWS
600
Insight Wealth Strategies
California
$537K +$24.6K +193 +5%
22 23
24
25 26