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 %
LPT
676
Legacy Private Trust
Wisconsin
$377K +$377K +3,395 New
Koshinski Asset Management
677
Koshinski Asset Management
Illinois
$376K +$376K +3,383 New
MSAM
678
Moloney Securities Asset Management
Missouri
$375K +$140K +1,258 +59%
TW
679
TrinityPoint Wealth
Connecticut
$372K +$372K +3,349 New
RW
680
REDW Wealth
New Mexico
$368K -$78.7K -710 -18%
BA
681
Ballew Advisors
Mississippi
$367K – – –
BBPWM
682
Blue Bell Private Wealth Management
Pennsylvania
$366K – – –
BWM
683
Brickley Wealth Management
California
$366K – – –
GLA
684
Good Life Advisors
Pennsylvania
$362K -$157K -1,411 -30%
BTNA
685
Bremer Trust National Association
Minnesota
$361K +$33.8K +305 +10%
MIH
686
Madison Investment Holdings
Wisconsin
$358K -$180K -1,621 -33%
RBC
687
Roble Belko & Company
Pennsylvania
$356K +$29.3K +264 +9%
SCP
688
Syntal Capital Partners
Texas
$350K – – –
MFS
689
McNamara Financial Services
Massachusetts
$347K – – –
PFGIA
690
Patriot Financial Group Insurance Agency
Massachusetts
$344K -$8.32K -75 -2%
WWM
691
Western Wealth Management
Colorado
$343K +$343K +3,087 New
DWM
692
Destination Wealth Management
California
$342K -$72K -648 -17%
GWS
693
Glassman Wealth Services
Virginia
$342K – – –
ZIC
694
ZWJ Investment Counsel
Georgia
$342K +$342K +3,076 New
CCFCSB
695
Cape Cod Five Cents Savings Bank
Massachusetts
$340K – – –
FFG
696
Frisch Financial Group
New York
$340K +$340K +3,063 New
IAA
697
Independent Advisor Alliance
North Carolina
$339K +$339K +2,833 New
IB
698
Intrust Bank
Kansas
$338K – – –
FCFC
699
First Commonwealth Financial Corp
Pennsylvania
$338K +$35.5K +320 +12%
EWA
700
ERTS Wealth Advisors
Michigan
$338K +$338K +3,048 New
26 27
28
29 30