IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

856 hedge funds and large institutions have $28.8B invested in iShares Russell 1000 Value ETF in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 294 increasing their positions, 228 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+143
Holders Change %
+20.06%
% of All Funds
19.44%
Holding in Top 10
118
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+16.83%
% of All Funds
2.68%
New
177
Increased
294
Reduced
228
Closed
31
Calls
$54.8M
Puts
$16.2M
Net Calls
+$38.7M
Net Calls Change
+$22M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$376M
2
Bank of America
Bank of America
North Carolina
+$349M
3
SIM
Strategic Investment Management
Virginia
+$300M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$193M
5
QIM
Quantitative Investment Management
Virginia
+$88.6M

Top Sellers

1
G
Gainplan
Michigan
-$124M
2
USAA
United Services Automobile Association
Texas
-$112M
3
WKKFT
W.K. Kellogg Foundation Trust
Michigan
-$51.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$45.3M
5
SI
Stephens Inc
Arkansas
-$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
776
Cutler Group
California
$68K -$1.57M -12,600 -96%
HR
777
Howe & Rusling
New York
$63K – – –
VCM
778
Versant Capital Management
Arizona
$63K +$3.43K +28 +6%
BWP
779
Baldwin Wealth Partners
Massachusetts
$62K – – –
BRC
780
Bell Rock Capital
Delaware
$61K +$504 +4 +0.8%
WWM
781
Wagner Wealth Management
South Carolina
$60K +$60K +470 New
WCM
782
Whitener Capital Management
North Carolina
$60K +$60K +485 New
AIS
783
Accurate Investment Solutions
Pennsylvania
$57K +$125 +1 +0.2%
TCM
784
TD Capital Management
Tennessee
$56K – – –
BWA
785
Burt Wealth Advisors
Maryland
$53K – – –
CA
786
Crewe Advisors
Utah
$53K +$53K +425 New
BWA
787
BDO Wealth Advisors
Florida
$50K – – –
MDCM
788
Morgan Dempsey Capital Management
Wisconsin
$49.7K +$49.7K +400 New
TFS
789
TrustCore Financial Services
Tennessee
$48K +$48K +384 New
RIA
790
RPG Investment Advisory
California
$46K – – –
SA
791
SRH Advisors
Kansas
$45K – – –
SAM
792
Shamrock Asset Management
Texas
$44K – – –
AIM
793
Anchor Investment Management
South Carolina
$43K – – –
VC
794
Vestor Capital
Illinois
$43K +$43K +344 New
AWM
795
Avior Wealth Management
Nebraska
$39K +$39K +311 New
SIS
796
Sound Income Strategies
Florida
$39K +$39K +317 New
AC
797
Avestar Capital
New York
$39K +$39K +321 New
ACM
798
Armbruster Capital Management
New York
$38K +$3.48K +28 +10%
KJWM
799
Kiley Juergens Wealth Management
Washington
$36K +$36K +290 New
CAW
800
Cornerstone Advisors (Washington)
Washington
$32K – – –
30 31
32
33 34