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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 %
SFA
776
Stewardship Financial Advisors
Georgia
$66K +$66K +520 New
HR
777
Howe & Rusling
New York
$64K – – –
WPW
778
Winthrop Partners - WNY
New York
$63.3K – – –
BWP
779
Baldwin Wealth Partners
Massachusetts
$63K – – –
WWM
780
Wagner Wealth Management
South Carolina
$63K +$127 +1 +0.2%
BRC
781
Bell Rock Capital
Delaware
$62K +$505 +4 +0.8%
VCM
782
Versant Capital Management
Arizona
$61K – – –
WCM
783
Whitener Capital Management
North Carolina
$61K +$61K +485 New
Rockefeller Capital Management
784
Rockefeller Capital Management
New York
$60K – – –
EWM
785
Endurance Wealth Management
Rhode Island
$57K – – –
TCM
786
TD Capital Management
Tennessee
$57K – – –
TFS
787
TrustCore Financial Services
Tennessee
$55K – – –
JIR
788
James Investment Research
Ohio
$52K +$52K +410 New
SFSIG
789
San Francisco Sentry Investment Group
California
$51K – – –
BWM
790
Baystate Wealth Management
Massachusetts
$50K -$5.82K -47 -10%
KL
791
KWMG LLC
Kansas
$49K – – –
ML
792
McAdam LLC
Pennsylvania
$49K – – –
SWPG
793
Strategic Wealth Partners Group
Illinois
$49K +$1.67K +10,043 +4%
RFWA
794
RPg Family Wealth Advisory
Massachusetts
$48K – – –
VC
795
Vestor Capital
Illinois
$44K – – –
AIM
796
Anchor Investment Management
South Carolina
$43.8K – – –
Schroder Investment Management Group
797
Schroder Investment Management Group
United Kingdom
$43K – – –
BWA
798
BDO Wealth Advisors
Florida
$41K -$50.5K -398 -55%
AssetMark Inc
799
AssetMark Inc
California
$40K -$2.04K -16 -5%
SIS
800
Sound Income Strategies
Florida
$40K – – –
30 31
32
33 34