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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 %
IAS
826
IMA Advisory Services
Colorado
$20K – – –
FIB
827
First Interstate Bank
Montana
$20K – – –
CAG
828
Csenge Advisory Group
Florida
$20K +$20K +168 New
CPIG
829
Chicago Partners Investment Group
Illinois
$17K +$228 +2 +1%
ATC
830
Adirondack Trust Company
New York
$16K – – –
MWM
831
Mascoma Wealth Management
New Hampshire
$16K – – –
HI
832
Hudock Inc
Pennsylvania
$15K – – –
IFAM
833
Institutional & Family Asset Management
Colorado
$15K – – –
SWP
834
Strategic Wealth Partners
Ohio
$13K – – –
CWM
835
Catamount Wealth Management
Connecticut
$13K – – –
SNT
836
Security National Trust
West Virginia
$13K – – –
FWM
837
Focused Wealth Management
New York
$13K +$13K +100 New
AAP
838
Arax Advisory Partners
Colorado
$12K +$122 +1 +1%
OAJ
839
Ogorek Anthony Joseph
New York
$11K – – –
NSIM
840
North Star Investment Management
Illinois
$10K – – –
FPB
841
First PREMIER Bank
South Dakota
$10K – – –
WAM
842
Watermark Asset Management
California
$10K – – –
CBT
843
Central Bank & Trust
Kentucky
$10K – – –
FDCDDQ
844
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.37K – – –
MFBTD
845
MB Financial Bank - Trust Department
Illinois
$9K – – –
BC
846
Barnett & Company
Tennessee
$9K – – –
CA
847
Centerpoint Advisors
Massachusetts
$9K – – –
TFA
848
Toth Financial Advisory
Virginia
$8K – – –
NWM
849
Northwest Wealth Management
Iowa
$8K – – –
CAW
850
Cornerstone Advisors (Washington)
Washington
$7K – – –
32 33
34
35 36