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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

958 hedge funds and large institutions have $26.5B invested in iShares Russell 1000 Value ETF in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 274 increasing their positions, 380 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
958
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
20.77%
Holding in Top 10
96
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.04%
% of All Funds
2.08%
New
99
Increased
274
Reduced
380
Closed
82
Calls
$36.7M
Puts
$37.4M
Net Calls
-$749K
Net Calls Change
-$16M

Top Buyers

1
JRP
Jasper Ridge Partners
California
+$181M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$108M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
+$86.6M
4
PAS
Park Avenue Securities
New York
+$46.7M
5
Goldman Sachs
Goldman Sachs
New York
+$46.2M

Top Sellers

1
TF
TIAA FSB
Florida
-$549M
2
Bank of America
Bank of America
North Carolina
-$524M
3
American Century Companies
American Century Companies
Missouri
-$284M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$195M
5
BlackRock
BlackRock
New York
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
826
City Holding Co
West Virginia
$175K -$1.23K -10 -0.7%
PCP
827
Proficio Capital Partners
Massachusetts
$173K – – –
AIC
828
Archer Investment Corporation
Indiana
$168K – – –
MG
829
MilWealth Group
Wisconsin
$162K – – –
PB
830
Pinnacle Bancorp
Nebraska
$162K +$38.5K +311 +31%
CFD
831
Creative Financial Designs
Indiana
$158K +$54.8K +444 +53%
GEA
832
Glen Eagle Advisors
New Jersey
$155K – – –
PCA
833
Peddock Capital Advisors
Massachusetts
$148K – – –
THWM
834
Taylor Hoffman Wealth Management
Virginia
$146K – – –
CWM
835
Cranbrook Wealth Management
Michigan
$143K – – –
RFA
836
Reilly Financial Advisors
California
$141K -$18.8K -152 -12%
AWM
837
Aevitas Wealth Management
Massachusetts
$141K – – –
IBOK
838
Independence Bank of Kentucky
Kentucky
$139K – – –
BFC
839
Bedel Financial Consulting
Indiana
$136K – – –
JGIA
840
Jackson Grant Investment Advisers
Connecticut
$136K +$743 +6 +0.5%
BWM
841
BerganKDV Wealth Management
Minnesota
$133K +$17.1K +138 +15%
LC
842
Lindbrook Capital
California
$132K – – –
OWA
843
One Wealth Advisors
California
$129K -$4.33M -35,047 -97%
TRCT
844
Tower Research Capital (TRC)
New York
$126K +$126K +1,021 New
BFEC
845
Benjamin F. Edwards & Company
Missouri
$123K -$1.6K -13 -1%
SWA
846
Sutton Wealth Advisors
Florida
$120K – – –
TSW
847
Thompson Siegel & Walmsley
Virginia
$120K – – –
CCM
848
Cribstone Capital Management
Maine
$120K – – –
MFT
849
Moisand Fitzgerald Tamayo
Florida
$116K – – –
EWM
850
Executive Wealth Management
Michigan
$113K – – –
32 33
34
35 36