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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

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

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$119M
2
Ameriprise
Ameriprise
Minnesota
+$107M
3
Bank of America
Bank of America
North Carolina
+$74.7M
4
Goldman Sachs
Goldman Sachs
New York
+$59.9M
5
SHGA
Sand Hill Global Advisors
California
+$45.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$186M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$141M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
-$119M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$85.5M
5
TA
Teachers Advisors
New York
-$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PK
801
Pflug Koory
Nebraska
$21K – – –
CA
802
Crewe Advisors
Utah
$20K -$30.6K -257 -60%
IAS
803
IMA Advisory Services
Colorado
$20K +$20K +161 New
MCM
804
Mainstay Capital Management
Michigan
$19K – – –
DAM
805
Delta Asset Management
Tennessee
$19K – – –
FIB
806
First Interstate Bank
Montana
$19K – – –
CPIG
807
Chicago Partners Investment Group
Illinois
$18K – – –
GBBWRPM
808
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$16K – – –
HI
809
Hudock Inc
Pennsylvania
$15K – – –
ATC
810
Adirondack Trust Company
New York
$15K – – –
IFAM
811
Institutional & Family Asset Management
Colorado
$15K – – –
MWM
812
Mascoma Wealth Management
New Hampshire
$15K – – –
IBOK
813
Independence Bank of Kentucky
Kentucky
$14K -$5.15K -43 -27%
FA
814
Fortis Advisors
Pennsylvania
$14K – – –
CG
815
Cutler Group
California
$12K -$14.3K -119 -54%
CWM
816
Catamount Wealth Management
Connecticut
$12K – – –
SWP
817
Strategic Wealth Partners
Ohio
$12K – – –
SNT
818
Security National Trust
West Virginia
$12K – – –
AAP
819
Arax Advisory Partners
Colorado
$11K – – –
CFD
820
Creative Financial Designs
Indiana
$11K +$4.45K +36 +68%
FPB
821
First PREMIER Bank
South Dakota
$10K – – –
NSIM
822
North Star Investment Management
Illinois
$10K – – –
CBT
823
Central Bank & Trust
Kentucky
$10K – – –
OAJ
824
Ogorek Anthony Joseph
New York
$10K +$8.89K +80 +800%
WAM
825
Watermark Asset Management
California
$9K – – –
31 32
33
34 35