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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 %
PC
776
Port Capital
Illinois
$242K – – –
WA
777
WealthTrust Axiom
Pennsylvania
$239K – – –
JPG
778
Jordan Park Group
California
$237K -$209K -1,876 -47%
GC
779
Gibson Capital
Pennsylvania
$236K – – –
SWM
780
SVA Wealth Management
Wisconsin
$233K -$26.7K -240 -10%
AWM
781
Alterna Wealth Management
Texas
$233K +$233K +2,000 New
FA
782
Financial Advisors
Massachusetts
$229K +$229K +2,063 New
KC
783
Kingfisher Capital
North Carolina
$227K +$3.11K +28 +1%
RWM
784
Reston Wealth Management
Virginia
$227K +$227K +2,045 New
GAM
785
Gemmer Asset Management
California
$225K -$10.4K -94 -4%
OTC
786
Opera Trading Capital
France
$222K -$111K -1,000 -33%
WP
787
WealthSource Partners
California
$222K -$4.44K -40 -2%
ZCA
788
Zeke Capital Advisors
Pennsylvania
$222K – – –
RT
789
Rockland Trust
Massachusetts
$222K – – –
FIM
790
Fernwood Investment Management
Massachusetts
$221K -$4.79K -43 -2%
EWM
791
Empirical Wealth Management
Washington
$220K – – –
KPW
792
Kore Private Wealth
New York
$220K +$220K +1,983 New
JG
793
Jefferies Group
New York
$220K +$220K +1,984 New
PWW
794
Pettyjohn Wood & White
Virginia
$219K – – –
CAG
795
Crestwood Advisors Group
Massachusetts
$217K +$33.5K +302 +18%
DJSG
796
D.J. St. Germain
Massachusetts
$216K -$1.67K -15 -0.8%
DBT
797
Dubuque Bank & Trust
Iowa
$216K – – –
1WA
798
180 Wealth Advisors
Washington
$216K – – –
SYBT
799
Stock Yards Bank & Trust
Kentucky
$214K +$214K +1,928 New
SFP
800
Shepherd Financial Partners
Massachusetts
$213K -$4.02K -36 -2%
30 31
32
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