IWD icon

iShares Russell 1000 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
751
JNBA Financial Advisors
Minnesota
$83K
WIM
752
Westside Investment Management
California
$76.6K -$59.7K -492 -44%
JAM
753
Jolley Asset Management
North Carolina
$73K -$24.3K -200 -25%
BCA
754
Bay Colony Advisors
Massachusetts
$69K +$69K +572 New
KJWM
755
Kiley Juergens Wealth Management
Washington
$65K +$65K +536 New
BWA
756
Burt Wealth Advisors
Maryland
$64K
HR
757
Howe & Rusling
New York
$62K
California State Teachers Retirement System (CalSTRS)
758
California State Teachers Retirement System (CalSTRS)
California
$61K -$537K -4,405 -90%
BWP
759
Baldwin Wealth Partners
Massachusetts
$61K
WPW
760
Winthrop Partners - WNY
New York
$60.7K
WWM
761
Wagner Wealth Management
South Carolina
$60K +$27.2K +224 +83%
BRC
762
Bell Rock Capital
Delaware
$59K
Rockefeller Capital Management
763
Rockefeller Capital Management
New York
$58K
VCM
764
Versant Capital Management
Arizona
$58K
BWM
765
Baystate Wealth Management
Massachusetts
$55K -$86.1K -706 -61%
TCM
766
TD Capital Management
Tennessee
$55K
EWM
767
Endurance Wealth Management
Rhode Island
$54K -$24.2K -200 -31%
TFS
768
TrustCore Financial Services
Tennessee
$53K +$6.32K +52 +14%
MIM
769
Macroview Investment Management
Maryland
$51K
AWM
770
Avior Wealth Management
Nebraska
$51K
PIA
771
Piedmont Investment Advisors
North Carolina
$50K +$50K +414 New
SFSIG
772
San Francisco Sentry Investment Group
California
$49K -$25.8K -211 -35%
MDCM
773
Morgan Dempsey Capital Management
Wisconsin
$49K
HCM
774
Horrell Capital Management
Arkansas
$49K +$49K +400 New
ML
775
McAdam LLC
Pennsylvania
$47K