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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 %
SIC
601
Salem Investment Counselors
North Carolina
$539 +$539 +510 New
SCP
602
Syntal Capital Partners
Texas
$259 – – –
FNB
603
Farmers National Bank
Kentucky
$118 +$6 +53 +5%
SBL
604
Sargent Bickham Lagudis
Colorado
$85 -$23 -214 -21%
PAS
605
Park Avenue Securities
New York
– -$37.7M -364,940 Closed
WMA
606
White Mountains Advisors
Connecticut
– -$21.8M -211,000 Closed
JP
607
Jana Partners
New York
– -$5.16M -50,000 Closed
BCM
608
Bridgeway Capital Management
Texas
– -$2.13M -20,600 Closed
Mackenzie Financial
609
Mackenzie Financial
Ontario, Canada
– -$1.86M -17,975 Closed
Janus Henderson Group
610
Janus Henderson Group
United Kingdom
– -$1.31M -12,716 Closed
CS
611
Credit Suisse
Switzerland
– -$1.29M -12,478 Closed
AL
612
AJO LP
Pennsylvania
– -$1.22M -11,810 Closed
VF
613
Virtu Financial
New York
– -$777K -7,522 Closed
SCM
614
Sterling Capital Management
North Carolina
– -$712K -6,900 Closed
Allianz Asset Management
615
Allianz Asset Management
Germany
– -$609K -5,895 Closed
FWIA
616
Fort Washington Investment Advisors
Ohio
– -$501K -4,850 Closed
HA
617
Harfst & Associates
Wyoming
– -$477K -4,627 Closed
PCM
618
Palouse Capital Management
Washington
– -$418K -4,050 Closed
LCM
619
Logan Capital Management
Pennsylvania
– -$413K -4,000 Closed
Simplex Trading
620
Simplex Trading
Illinois
– -$382K -3,710 Closed
Verition Fund Management
621
Verition Fund Management
Connecticut
– -$372K -3,601 Closed
WF
622
Welch & Forbes
Massachusetts
– -$367K -3,555 Closed
ClearBridge Investments
623
ClearBridge Investments
New York
– -$342K -3,309 Closed
LCOV
624
London Company of Virginia
Virginia
– -$311K -3,011 Closed
SWM
625
SVA Wealth Management
Wisconsin
– -$228K -2,208 Closed
22 23 24
25
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