IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

856 hedge funds and large institutions have $28.8B invested in iShares Russell 1000 Value ETF in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 294 increasing their positions, 228 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+143
Holders Change %
+20.06%
% of All Funds
19.44%
Holding in Top 10
118
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+16.83%
% of All Funds
2.68%
New
177
Increased
294
Reduced
228
Closed
31
Calls
$54.8M
Puts
$16.2M
Net Calls
+$38.7M
Net Calls Change
+$22M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$376M
2
Bank of America
Bank of America
North Carolina
+$349M
3
SIM
Strategic Investment Management
Virginia
+$300M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$193M
5
QIM
Quantitative Investment Management
Virginia
+$88.6M

Top Sellers

1
G
Gainplan
Michigan
-$124M
2
USAA
United Services Automobile Association
Texas
-$112M
3
WKKFT
W.K. Kellogg Foundation Trust
Michigan
-$51.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$45.3M
5
SI
Stephens Inc
Arkansas
-$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
651
Wealth Architects
California
$317K -$52.6K -423 -14%
MOS
652
MGO One Seven
Ohio
$314K +$314K +2,527 New
NHC
653
Nicholas Hoffman & Company
Georgia
$313K -$66.9K -537 -18%
MFP
654
Mosaic Financial Partners
California
$312K -$2.87M -30,012 -90%
OC
655
Oarsman Capital
Wisconsin
$309K -$20.3K -163 -6%
BOTW
656
Bank of the West
California
$309K +$309K +2,485 New
GC
657
Gilbert & Cook
Iowa
$305K +$249 +2 +0.1%
LBC
658
Lowe Brockenbrough & Co
Virginia
$304K – – –
CIC
659
Cutler Investment Counsel
Oregon
$304K +$304K +2,442 New
RT
660
Rockland Trust
Massachusetts
$301K – – –
RPGK
661
Retirement Planning Group (Kansas)
Kansas
$301K +$21.3K +171 +8%
CCM
662
Canal Capital Management
Virginia
$300K +$1.37K +11 +0.5%
WA
663
WESPAC Advisors
California
$298K – – –
BA
664
BKS Advisors
Michigan
$297K +$74.6K +600 +34%
First Manhattan
665
First Manhattan
New York
$295K +$3.22K +26 +1%
WHG
666
Westwood Holdings Group
Texas
$293K -$1.05M -8,455 -78%
CAM
667
Carret Asset Management
New York
$293K +$62.1K +500 +27%
MWM
668
Meridian Wealth Management
Kentucky
$291K +$358 +3 +0.1%
FF
669
Francis Financial
$291K +$291K +2,340 New
APP
670
Avantax Planning Partners
Iowa
$290K -$15.8K -127 -5%
KLI
671
Kelman-Lazarov Inc
Tennessee
$289K – – –
CAC
672
Certified Advisory Corp
Florida
$288K +$288K +2,324 New
SSWM
673
Smith Salley Wealth Management
North Carolina
$286K +$286K +2,297 New
JPG
674
Jordan Park Group
California
$282K +$282K +2,267 New
AWM
675
Avondale Wealth Management
Texas
$282K +$282K +2,271 New
25 26
27
28 29