IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

713 hedge funds and large institutions have $25.6B invested in iShares Russell 1000 Value ETF in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 246 increasing their positions, 259 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+16
Holders Change %
+2.3%
% of All Funds
17.8%
Holding in Top 10
101
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.32%
% of All Funds
2.52%
New
62
Increased
246
Reduced
259
Closed
41
Calls
$26.6M
Puts
$9.9M
Net Calls
+$16.7M
Net Calls Change
+$7.73M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.85B
2
Citigroup
Citigroup
New York
+$209M
3
GLI
Guardian Life Insurance
New York
+$71.7M
4
EFS
Edelman Financial Services
Virginia
+$58M
5
Northern Trust
Northern Trust
Illinois
+$49.3M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$365M
2
BL
Balentine LLC
Georgia
-$163M
3
Franklin Resources
Franklin Resources
California
-$162M
4
PPA
Parametric Portfolio Associates
Washington
-$129M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
726
Timber Hill
Connecticut
– -$821K -7,051 Closed
RCAMU
727
Rothschild & Co Asset Management US
Connecticut
– -$585K -5,025 Closed
EFS
728
Essex Financial Services
Connecticut
– -$534K -4,588 Closed
CWA
729
Cypress Wealth Advisors
California
– -$348K -2,992 Closed
SCA
730
Salient Capital Advisors
Texas
– -$304K -2,612 Closed
SH
731
Svenska Handelsbanken
Sweden
– -$271K -2,331 Closed
AGM
732
Alpine Global Management
New York
– -$268K -2,300 Closed
Kovitz Investment Group Partners
733
Kovitz Investment Group Partners
Illinois
– -$267K -2,295 Closed
BWFM
734
Bridgewater Wealth & Financial Management
Maryland
– -$257K -2,209 Closed
GWA
735
Guidant Wealth Advisors
Illinois
– -$252K -2,189 Closed
FI
736
FormulaFolio Investments
Michigan
– -$239K -2,054 Closed
CI
737
Cavalier Investments
Georgia
– -$228K -1,981 Closed
RFWA
738
RPg Family Wealth Advisory
Massachusetts
– -$212K -1,818 Closed
DADC
739
D.A. Davidson & Co
Montana
– -$147K -1,268 Closed
VC
740
Vestor Capital
Illinois
– -$131K -1,128 Closed
FC
741
Ferris Capital
Massachusetts
– -$114K -983 Closed
PFO
742
Pathstone Family Office
New Jersey
– -$102K -870 Closed
AWMS
743
Advocacy Wealth Management Services
Georgia
– -$94K -811 Closed
LD
744
Lipe & Dalton
New York
– -$74K -635 Closed
BAM
745
Barrett Asset Management
New York
– -$60K -514 Closed
MLFP
746
MPS Loria Financial Planners
Illinois
– -$54K -466 Closed
WEC
747
Winslow Evans & Crocker
Massachusetts
– -$50.2K -431 Closed
Macquarie Group
748
Macquarie Group
Australia
– -$42K -362 Closed
DIA
749
Davidson Investment Advisors
Montana
– -$30K -266 Closed
CAL
750
Capital Analysts LLC
Pennsylvania
– -$25.6K -220 Closed
27 28 29
30
31