We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF
IWD

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

144% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $10.5M

137% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 75

63% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 228

20% more funds holding in top 10

Funds holding in top 10: 94 → 113 (+19)

11% more funds holding

Funds holding: 859 → 955 (+96)

0.14% less ownership

Funds ownership: 72.39% → 72.25% (-0.14%)

1% less capital invested

Capital invested by funds: $27.4B → $27B (-$376M)

Holders
955
Holders Change
+96
Holders Change %
+11.18%
% of All Funds
21.28%
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

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$2.15B
2
Bank of America
Bank of America
North Carolina
+$1.11B
3
American Century Companies
American Century Companies
Missouri
+$376M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$279M
5
KPAG
KLS Professional Advisors Group
New York
+$269M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.66B
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$106M
3
TF
TIAA FSB
Florida
-$54.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$28.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$23M
Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
51
1ST Source Bank
Indiana
$62.8M -$5.4M -45,055 -7%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$62.3M +$7.63M +63,640 +13%
Brown Advisory
53
Brown Advisory
Maryland
$61.7M +$10M +83,497 +18%
Prudential Financial
54
Prudential Financial
New Jersey
$60.9M +$1.2M +10,040 +2%
Diamond Hill Capital Management
55
Diamond Hill Capital Management
Ohio
$58.7M +$63.3M +528,151 New
CAN
56
Cetera Advisor Networks
California
$56.8M +$30.5M +254,136 +99%
RCM
57
RNC Capital Management
California
$56.1M +$60.2M +502,315 +20,714%
Mariner
58
Mariner
Kansas
$54.9M +$21.5M +179,329 +57%
Axa
59
Axa
France
$53.6M -$3.2M -26,700 -5%
CI
60
Cambiar Investors
Colorado
$52.2M +$47.7M +397,842 +549%
Aristotle Capital Management
61
Aristotle Capital Management
California
$51.8M +$48.3M +402,920 +635%
OC
62
Oakworth Capital
Alabama
$50.4M +$1.58M +13,175 +3%
Truist Financial
63
Truist Financial
North Carolina
$49.9M +$794K +6,629 +1%
JA
64
JOYN Advisors
Georgia
$48.9M +$4.53M +37,821 +9%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$47.8M +$50.7M +423,126 +5,535%
SP
66
Stairway Partners
Illinois
$46.7M +$80.2K +669 +0.2%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$45.6M -$9.63M -80,332 -16%
MB
68
Mizuho Bank
Japan
$44.4M +$47.9M +400,000 New
FA
69
FDx Advisors
Illinois
$43.3M +$1.19M +9,919 +3%
SEI Investments
70
SEI Investments
Pennsylvania
$43M +$40.9M +341,089 +741%
BIM
71
Bridges Investment Management
Nebraska
$42.1M +$3.24M +27,063 +8%
OAM
72
Oppenheimer Asset Management
New York
$41.2M +$36.8M +306,868 +480%
SHGA
73
Sand Hill Global Advisors
California
$40.2M -$8.67M -72,316 -17%
MG
74
Mather Group
Illinois
$38.8M -$1.09M -9,097 -3%
CFB
75
Cullen/Frost Bankers
Texas
$38.5M +$9.03M +75,327 +28%
1 2
3
4 5

IWD Hedge Fund Activity: Q4 2018 in Review

955 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2018, worth a combined $27B — down 1.4% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new IWD positions and 75 closed out — a net gain of 103 holders — while 371 added to existing stakes and 228 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $2.15B. The largest seller was Envestnet Asset Management, cutting an estimated $1.66B.

  • 955 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2018, up from 859 in Q3 2018.
  • Funds reported $27B of iShares Russell 1000 Value ETF stock for Q4 2018, down 1.4% quarter-over-quarter.
  • 178 funds opened new iShares Russell 1000 Value ETF positions in Q4 2018 and 75 closed out, a net change of +103 holders.
  • The largest iShares Russell 1000 Value ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $2.15B added.
  • The largest iShares Russell 1000 Value ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $1.66B sold.

Based on aggregated 13F filings for Q4 2018.