IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

459 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 187 increasing their positions, 136 reducing their positions, and 27 closing their positions.

Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
13.33%
Holding in Top 10
79
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.25%
% of All Funds
2.29%
New
38
Increased
187
Reduced
136
Closed
27
Calls
$3.91M
Puts
$7.88M
Net Calls
-$3.96M
Net Calls Change
-$16M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$315M
2
M&T Bank
2
M&T Bank
New York
$152M
3
CC
3
Curian Capital
Colorado
$302M
4
EFS
4
Edelman Financial Services
Virginia
$1.64B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$917M

Top Sellers

1
AG
1
Appleton Group
Wisconsin
$10.5M
2
BDF
2
Balasa Dinverno & Foltz
$87.1M
3
CB
3
Commerce Bank
Missouri
$220M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$10.3M
5
William Blair & Company
5
William Blair & Company
Illinois
$170M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$33.3M 333,075 +8,601 +3%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$32.8M 327,446 +10,437 +3%
FFA
53
Fragasso Financial Advisors
Pennsylvania
$32.1M 320,597 +7,741 +2%
WRTC
54
Wind River Trust Company
Wyoming
$30.2M 301,290 +1,401 +0.5%
CHFS
55
Cobble Hill Financial Services
New Jersey
$30.1M 301,000 – –
NA
56
Nottingham Advisors
New York
$30.1M 300,799 -16,349 -5%
CL
57
Choreo LLC
Illinois
$28.4M 283,926 -4,778 -2%
FBFS
58
First Business Financial Services
Wisconsin
$27.2M 271,892 +23,529 +9%
NFG
59
Nadler Financial Group
Illinois
$26.8M 267,272 +14,311 +6%
CFB
60
Cullen/Frost Bankers
Texas
$26.5M 265,237 -27,341 -9%
Truist Financial
61
Truist Financial
North Carolina
$26.1M 260,701 +27,284 +12%
SIM
62
Sigma Investment Management
Oregon
$26M 259,265 +259,265 New
BA
63
Boston Advisors
Massachusetts
$25.8M 257,978 – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$25.6M 255,510 +42,362 +20%
JRP
65
Jasper Ridge Partners
California
$25.5M 255,022 – –
TAG
66
Tactical Allocation Group
Michigan
$24.9M 249,092 +38,113 +18%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$24.1M 240,451 +10,964 +5%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$23.4M 233,437 +2,984 +1%
MG
69
Mather Group
Illinois
$23.3M 232,650 +12,994 +6%
BCI
70
Brinker Capital Investments
Pennsylvania
$23M 229,965 +4,329 +2%
CAN
71
Cetera Advisor Networks
California
$22.6M 225,412 +8,369 +4%
FCI
72
Financial Counselors Inc
Kansas
$22.4M 224,272 +8,643 +4%
BIM
73
Bridges Investment Management
Nebraska
$22.4M 223,965 +1,326 +0.6%
QLMGAA
74
QS Legg Mason Global Asset Allocation
New York
$22.1M 220,401 +39,919 +22%
Hudson Bay Capital Management
75
Hudson Bay Capital Management
Connecticut
$21.7M 217,000 +126,000 +138%
1 2
3
4 5