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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

841 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 241 increasing their positions, 315 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
19.28%
Holding in Top 10
93
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.43%
% of All Funds
2.13%
New
55
Increased
241
Reduced
315
Closed
36
Calls
$13.9M
Puts
$49.4M
Net Calls
-$35.5M
Net Calls Change
-$27.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$119M
2
Ameriprise
Ameriprise
Minnesota
+$107M
3
Bank of America
Bank of America
North Carolina
+$74.7M
4
Goldman Sachs
Goldman Sachs
New York
+$59.9M
5
SHGA
Sand Hill Global Advisors
California
+$45.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$186M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$141M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
-$119M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$85.5M
5
TA
Teachers Advisors
New York
-$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
726
Cranbrook Wealth Management
Michigan
$140K – – –
AA
727
AlphaMark Advisors
Kentucky
$139K +$139K +1,145 New
QAM
728
QCI Asset Management
New York
$136K – – –
Lazard Asset Management
729
Lazard Asset Management
New York
$135K – – –
LNB
730
Ledyard National Bank
$133K – – –
JCM
731
Jacobi Capital Management
Pennsylvania
$131K +$18K +148 +16%
SWA
732
Sutton Wealth Advisors
Florida
$130K – – –
JGIA
733
Jackson Grant Investment Advisers
Connecticut
$130K – – –
AIP
734
Almanack Investment Partners
Pennsylvania
$123K – – –
CCM
735
Cribstone Capital Management
Maine
$118K – – –
Macquarie Group
736
Macquarie Group
Australia
$116K +$116K +957 New
MFT
737
Moisand Fitzgerald Tamayo
Florida
$114K – – –
BWM
738
BerganKDV Wealth Management
Minnesota
$113K +$113K +935 New
M
739
MOTCO
Texas
$110K -$1.46K -12 -1%
AWA
740
Acorn Wealth Advisors
Michigan
$109K – – –
CHC
741
City Holding Co
West Virginia
$104K +$31.1K +255 +43%
SWMG
742
Signature Wealth Management Group
Georgia
$103K – – –
IA
743
IndexIQ Advisors
New York
$92K +$3.41K +28 +4%
IP
744
Intellectus Partners
California
$90K +$77.9K +641 +641%
SA
745
SRH Advisors
Kansas
$89K – – –
BWA
746
BDO Wealth Advisors
Florida
$87K -$9.29K -77 -10%
BCA
747
Bray Capital Advisors
Florida
$87K – – –
FCFS
748
First Command Financial Services
Texas
$86K +$484 +4 +0.6%
FCB
749
First Command Bank
Texas
$86K +$484 +4 +0.6%
CCM
750
Covington Capital Management
California
$83K – – –
28 29
30
31 32