IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

432 hedge funds and large institutions have $12.8B invested in iShares Russell 1000 Value ETF in 2013 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 186 increasing their positions, 112 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+54
Holders Change %
+14.29%
% of All Funds
12.55%
Holding in Top 10
72
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.13%
% of All Funds
2.09%
New
75
Increased
186
Reduced
112
Closed
15
Calls
$5.41M
Puts
$12.6M
Net Calls
-$7.17M
Net Calls Change
+$31.5M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$529M
2
MAA
2
Managed Account Advisors
New Jersey
$249M
3
William Blair & Company
3
William Blair & Company
Illinois
$101M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.25B
5
PPA
5
Parametric Portfolio Associates
Washington
$201M

Top Sellers

1
AIG
1
American International Group
New York
$5.66M
2
CB
2
Commerce Bank
Missouri
$294M
3
CC
3
Curian Capital
Colorado
$115M
4
VF
4
Virtu Financial
New York
$24.5M
5
CI
5
Cowen Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BUB
51
BBVA USA Bancshares
Texas
$32.9M -$515K -5,471 -2%
CHFS
52
Cobble Hill Financial Services
New Jersey
$30.4M +$1.08M +11,500 +4%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$30.3M +$824K +8,752 +3%
NA
54
Nottingham Advisors
New York
$29.2M +$719K +7,635 +3%
FFA
55
Fragasso Financial Advisors
Pennsylvania
$28.9M +$28.9M +306,460 New
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$28.6M +$10M +106,518 +54%
BIT
57
BlackRock Institutional Trust
California
$28.5M +$14.6M +154,996 +105%
TAG
58
Tactical Allocation Group
Michigan
$28M -$2.86M -30,357 -9%
CFB
59
Cullen/Frost Bankers
Texas
$26.6M +$669K +7,104 +3%
KT
60
Kanaly Trust
Texas
$25M +$415K +4,407 +2%
VF
61
Virtu Financial
New York
$24.5M -$46.4M -493,176 -65%
BA
62
Boston Advisors
Massachusetts
$24M +$1.01M +10,700 +4%
KeyBank National Association
63
KeyBank National Association
Ohio
$22M -$330K -3,508 -1%
NFG
64
Nadler Financial Group
Illinois
$21.8M +$7.56M +80,242 +53%
BCI
65
Brinker Capital Investments
Pennsylvania
$20.2M +$270K +2,867 +1%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$19.8M +$470K +4,991 +2%
FBFS
67
First Business Financial Services
Wisconsin
$19.7M +$3.54M +37,546 +22%
BlackRock
68
BlackRock
New York
$19.7M +$64.9K +689 +0.3%
BIM
69
Bridges Investment Management
Nebraska
$19.6M +$422K +4,480 +2%
TAIM
70
TD Ameritrade Investment Management
Nebraska
$19.1M +$98.6K +1,047 +0.5%
Natixis Advisors
71
Natixis Advisors
Massachusetts
$19.1M +$428K +4,549 +2%
MG
72
Mather Group
Illinois
$18.5M +$298K +3,166 +2%
Truist Financial
73
Truist Financial
North Carolina
$18.3M +$2.1M +22,290 +13%
FIMS
74
FBL Investment Management Services
Iowa
$18.2M -$13M -137,739 -42%
BF
75
BOK Financial
Oklahoma
$18.1M +$444K +4,717 +3%
1 2
3
4 5