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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

859 hedge funds and large institutions have $27.4B invested in iShares Russell 1000 Value ETF in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 290 increasing their positions, 294 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+18
Holders Change %
+2.14%
% of All Funds
19.67%
Holding in Top 10
94
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.08%
% of All Funds
2.15%
New
73
Increased
290
Reduced
294
Closed
49
Calls
$29.6M
Puts
$39.2M
Net Calls
-$9.64M
Net Calls Change
+$25.8M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.17B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$115M
3
Bank of America
Bank of America
North Carolina
+$104M
4
Morgan Stanley
Morgan Stanley
New York
+$67.2M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$40.4M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$189M
2
TF
TIAA FSB
Florida
-$169M
3
FCI
Financial Counselors Inc
Kansas
-$131M
4
TA
Teachers Advisors
New York
-$79.9M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$57M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWIA
726
Fort Washington Investment Advisors
Ohio
$205K -$4.18K -33 -2%
BO
727
BRR OpCo
Ohio
$205K +$205K +1,616 New
DAS
728
Dynamic Advisor Solutions
Arizona
$203K +$203K +1,601 New
TFF
729
The Family Firm
Maryland
$202K -$55.2K -437 -21%
FWM
730
FFT Wealth Management
Pennsylvania
$202K +$202K +1,597 New
PCA
731
Providence Capital Advisors
North Carolina
$198K – – –
SWM
732
SeaCrest Wealth Management
New York
$198K +$7.35K +58 +4%
BBHC
733
Brown Brothers Harriman & Co
New York
$189K +$21.9K +173 +13%
RFA
734
Reilly Financial Advisors
California
$182K +$5.56K +44 +3%
AIA
735
Armor Investment Advisors
North Carolina
$181K – – –
CHC
736
City Holding Co
West Virginia
$179K +$70.9K +560 +66%
PCP
737
Proficio Capital Partners
Massachusetts
$178K – – –
CBT
738
Capital Bank & Trust
California
$173K -$329K -2,601 -66%
OBWP
739
O'Brien Wealth Partners
Massachusetts
$172K – – –
BWA
740
Burt Wealth Advisors
Maryland
$168K +$101K +800 +152%
FC
741
Ferris Capital
Massachusetts
$161K – – –
GEA
742
Glen Eagle Advisors
New Jersey
$159K – – –
TNBTD
743
Trustmark National Bank Trust Department
Mississippi
$154K +$154K +1,214 New
MPIA
744
Mountain Pacific Investment Advisers
Idaho
$154K +$154K +1,220 New
PCA
745
Peddock Capital Advisors
Massachusetts
$152K – – –
THWM
746
Taylor Hoffman Wealth Management
Virginia
$151K – – –
JCM
747
Jacobi Capital Management
Pennsylvania
$150K +$13.6K +108 +10%
CWM
748
Cranbrook Wealth Management
Michigan
$146K – – –
QAM
749
QCI Asset Management
New York
$141K -$1.27K -10 -0.9%
LNB
750
Ledyard National Bank
$139K – – –
28 29
30
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