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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 %
EFSCE
701
Enterprise Financial Services Corp (EFSC)
Missouri
$337K -$1.11K -10 -0.3%
MCP
702
Mirador Capital Partners
California
$335K +$335K +3,021 New
AFM
703
Andesa Financial Management
Pennsylvania
$334K -$82.3K -740 -20%
WA
704
Wealth Architects
California
$333K -$1.11K -10 -0.3%
PWM
705
Perigon Wealth Management
California
$333K +$333K +2,825 New
FSA
706
Financial Sense Advisors
California
$331K -$11.9M -106,984 -97%
PP
707
Palladium Partners
Virginia
$331K – – –
CG
708
Caprock Group
Idaho
$329K +$2.45K +22 +0.7%
UIA
709
UBP Investment Advisors
Switzerland
$327K -$113K -1,015 -26%
VFP
710
Verus Financial Partners
Virginia
$327K – – –
KA
711
Kovack Advisors
Florida
$326K -$23.3K -210 -7%
LF
712
Lee Financial
Texas
$325K – – –
HPCM
713
High Pointe Capital Management
Illinois
$325K +$325K +2,930 New
SS
714
Sunbelt Securities
Texas
$319K -$12.4K -116 -4%
RFM
715
Royal Fund Management
Florida
$319K -$997 -9 -0.3%
APG
716
Abacus Planning Group
South Carolina
$317K +$317K +2,854 New
BSA
717
Braun Stacey Associates
New York
$314K -$11.8K -106 -4%
FCA
718
FinTrust Capital Advisors
South Carolina
$313K +$313K +2,819 New
PWA
719
Peterson Wealth Advisors
Utah
$308K +$4.33K +39 +1%
MA
720
MONECO Advisors
Connecticut
$305K +$305K +2,748 New
BEAM
721
Baker Ellis Asset Management
Washington
$304K – – –
KCM
722
Kanawha Capital Management
Virginia
$303K +$77.7K +700 +34%
DY
723
Dowling & Yahnke
California
$302K – – –
QAM
724
QCI Asset Management
New York
$302K +$178K +1,605 +144%
MA
725
MCF Advisors
Kentucky
$299K +$14.4K +130 +5%
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