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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 %
CNBT
851
Canandaigua National Bank & Trust
New York
– -$1.6M -13,373 Closed
WMSA
852
Weiss Multi-Strategy Advisers
New York
– -$1.46M -12,200 Closed
FTIOP
853
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$1.04M -8,670 Closed
JIP
854
Jaffetilchin Investment Partners
Florida
– -$747K -6,223 Closed
EFS
855
Essex Financial Services
Connecticut
– -$741K -6,178 Closed
CMO
856
Covenant Multifamily Offices
Texas
– -$421K -3,508 Closed
BCP
857
Berkeley Capital Partners
Georgia
– -$407K -3,399 Closed
KA
858
Klingman & Associates
New York
– -$407K -3,392 Closed
PP
859
PrairieView Partners
Minnesota
– -$377K -3,142 Closed
AI
860
Accredited Investors
Minnesota
– -$375K -3,125 Closed
OC
861
Oarsman Capital
Wisconsin
– -$297K -2,479 Closed
SSWM
862
Smith Salley Wealth Management
North Carolina
– -$265K -2,212 Closed
FC
863
Fulcrum Capital
Washington
– -$235K -1,958 Closed
CWM
864
Connecticut Wealth Management
Connecticut
– -$227K -1,932 Closed
MMA
865
Miracle Mile Advisors
California
– -$226K -1,887 Closed
CWM
866
Chesapeake Wealth Management
Virginia
– -$224K -1,868 Closed
GC
867
Gilbert & Cook
Iowa
– -$207K -1,728 Closed
CIC
868
Cutler Investment Counsel
Oregon
– -$205K -1,712 Closed
BO
869
BRR OpCo
Ohio
– -$205K -1,711 Closed
CCA
870
Clearwater Capital Advisors
Illinois
– -$99K -824 Closed
KF
871
Krilogy Financial
Missouri
– -$96K -797 Closed
WCM
872
Whitener Capital Management
North Carolina
– -$58K -485 Closed
FCAG
873
First Capital Advisors Group
New Jersey
– -$36K -303 Closed
WDL
874
Well Done LLC
Michigan
– -$20K -170 Closed
FWM
875
Focused Wealth Management
New York
– -$12K -100 Closed
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36