IWD icon

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 %
GPA
651
Guidance Point Advisors
Massachusetts
$411K +$411K +3,706 New
RWA
652
Ropes Wealth Advisors
Massachusetts
$405K – – –
TSWM
653
Triangle Securities Wealth Management
North Carolina
$404K -$132K -1,185 -25%
CAM
654
Carret Asset Management
New York
$403K +$103K +925 +34%
FMTC
655
Farmers & Merchants Trust Company
California
$403K +$403K +3,631 New
VAM
656
Visionary Asset Management
Texas
$402K -$150K -1,353 -27%
GC
657
Grimes & Company
Massachusetts
$402K +$52.9K +476 +15%
JF
658
JSF Financial
California
$401K +$401K +3,613 New
CAN
659
Claraphi Advisory Network
United States
$395K +$395K +3,555 New
SFM
660
Systematic Financial Management
New Jersey
$394K +$394K +3,550 New
CT
661
Cambridge Trust
Massachusetts
$393K – – –
CWM
662
Cornerstone Wealth Management
Missouri
$392K -$2.83M -25,514 -88%
BCM
663
Bourgeon Capital Management
Connecticut
$392K – – –
SCM
664
Snow Capital Management
Pennsylvania
$392K +$392K +3,532 New
JC
665
Jentner Corp
Ohio
$391K +$58.3K +525 +18%
CAC
666
Certified Advisory Corp
Florida
$391K +$76.1K +685 +24%
PFA
667
Paradigm Financial Advisors
Missouri
$390K +$13.7K +123 +4%
PAI
668
Pittenger & Anderson Inc
Nebraska
$389K – – –
LW
669
Linscomb Wealth
Texas
$389K +$14.2K +128 +4%
CFA
670
Capstone Financial Advisors
Illinois
$388K +$388K +3,495 New
FMT
671
First Mercantile Trust
Tennessee
$386K +$386K +3,480 New
VCM
672
Vigilant Capital Management
Maine
$383K – – –
PL
673
Plancorp LLC
Missouri
$381K -$17.3K -156 -4%
LFS
674
Lutz Financial Services
Nebraska
$381K +$3.44K +31 +0.9%
LWAC
675
Laurel Wealth Advisors (California)
California
$380K +$166K +1,500 +78%
25 26
27
28 29