IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

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
Holders
955
Holders Change
+96
Holders Change %
+11.18%
% of All Funds
21.31%
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

1
Financial Engines Advisors
Financial Engines Advisors
California
+$1.99B
2
Bank of America
Bank of America
North Carolina
+$1.02B
3
American Century Companies
American Century Companies
Missouri
+$348M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M
5
KPAG
KLS Professional Advisors Group
New York
+$249M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.54B
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$106M
3
TF
TIAA FSB
Florida
-$50.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$26.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
751
Fisher Asset Management
Washington
$271K +$271K +2,442 New
CFG
752
Citizens Financial Group
Rhode Island
$270K -$70.3K -631 -21%
EIP
753
Ellis Investment Partners
Pennsylvania
$269K +$269K +2,426 New
SXL
754
Summit X LLC
Missouri
$267K – – –
WA
755
WESPAC Advisors
California
$267K – – –
SBL
756
Sargent Bickham Lagudis
Colorado
$267K +$2.22K +20 +0.8%
BA
757
BKS Advisors
Michigan
$265K – – –
WCM
758
Wealthcare Capital Management
Virginia
$263K – – –
CPA
759
Clear Perspective Advisors
Illinois
$263K – – –
RPGK
760
Retirement Planning Group (Kansas)
Kansas
$259K +$111 +1 +0%
CFS
761
CRA Financial Services
New Jersey
$258K +$258K +2,323 New
FFBTD
762
First Financial Bank - Trust Division
Ohio
$257K -$6.56K -59 -2%
CWM
763
Calamos Wealth Management
Illinois
$254K -$61.8K -556 -20%
ME
764
McIlrath & Eck
Washington
$254K +$7.55K +68 +3%
HWA
765
HCR Wealth Advisors
California
$254K +$254K +2,286 New
WT
766
Washington Trust
Rhode Island
$252K – – –
AWM
767
Avondale Wealth Management
Texas
$252K – – –
First Manhattan
768
First Manhattan
New York
$251K -$24.5K -221 -9%
MWM
769
Meridian Wealth Management
Kentucky
$251K +$36.9K +332 +17%
SWA
770
Stratos Wealth Advisors
Ohio
$251K +$251K +2,261 New
RC
771
RegentAtlantic Capital
New Jersey
$246K – – –
SGAM
772
Steinberg Global Asset Management
Florida
$246K +$10.6K +95 +4%
ACI
773
Alpha Cubed Investments
California
$244K +$666 +6 +0.3%
PCA
774
Providence Capital Advisors
North Carolina
$243K +$70.1K +632 +41%
RPG
775
Risk Paradigm Group
Texas
$242K – – –
29 30
31
32 33