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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 %
PFA
601
Pure Financial Advisors
California
$506K -$52K -468 -9%
FMII
602
Farmers & Merchants Investments Inc
Nebraska
$501K – – –
MCM
603
Maple Capital Management
Vermont
$499K +$44K +396 +10%
BRWM
604
B. Riley Wealth Management
Tennessee
$497K +$30.3K +273 +6%
MSA
605
Marino Stram & Associates
Massachusetts
$495K – – –
CFA
606
Clarfeld Financial Advisors
New York
$495K +$495K +4,453 New
CNC
607
Citizens & Northern Corp
Pennsylvania
$494K – – –
IWC
608
Integrated Wealth Concepts
Massachusetts
$492K +$291K +2,624 +145%
MOS
609
MGO One Seven
Ohio
$491K +$174K +1,569 +55%
CM
610
Columbus Macro
Pennsylvania
$488K -$43.4K -391 -8%
PAM
611
Palisade Asset Management
Minnesota
$488K -$7.11K -64 -1%
MC
612
Middleton & Co
Massachusetts
$487K -$80K -720 -14%
FAIM
613
Financial Advocates Investment Management
Washington
$487K +$66.2K +596 +16%
RI
614
Ridgewood Investments
New Jersey
$485K – – –
OAM
615
Occidental Asset Management
California
$483K – – –
GC
616
Gratus Capital
Georgia
$481K – – –
IC
617
Intersect Capital
California
$481K +$4.78K +43 +1%
AIP
618
Ameritas Investment Partners
Nebraska
$480K +$139K +1,259 +41%
CBFP
619
Cedar Brook Financial Partners
Ohio
$477K +$477K +4,298 New
WF
620
Welch & Forbes
Massachusetts
$475K – – –
WHG
621
Westwood Holdings Group
Texas
$475K +$231K +2,075 +94%
TCM
622
Tradition Capital Management
New Jersey
$471K – – –
MPW
623
MA Private Wealth
California
$469K +$469K +4,221 New
PFS
624
Prospera Financial Services
Texas
$468K -$114K -1,028 -20%
MWM
625
Merriman Wealth Management
Washington
$464K -$43.1K -384 -8%
23 24
25
26 27