IWD icon

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 %
M
851
MOTCO
Texas
$112K -$7.66K -62 -6%
TNBTD
852
Trustmark National Bank Trust Department
Mississippi
$111K -$38.9K -315 -26%
FPFS
853
First Personal Financial Services
North Carolina
$109K +$109K +885 New
BC
854
Bartlett & Co
Ohio
$108K – – –
BCWM
855
Bartlett & Co Wealth Management
Ohio
$108K – – –
FCB
856
First Command Bank
Texas
$106K – – –
FCFS
857
First Command Financial Services
Texas
$106K – – –
NWA
858
New World Advisors
Massachusetts
$106K +$106K +855 New
CCM
859
Covington Capital Management
California
$102K +$15.5K +125 +18%
BCA
860
Bray Capital Advisors
Florida
$100K – – –
MDCM
861
Morgan Dempsey Capital Management
Wisconsin
$96K -$1.7M -13,695 -95%
IP
862
Intellectus Partners
California
$92K +$92K +741 New
FMT
863
First Mercantile Trust
Tennessee
$89K -$342K -2,761 -79%
AA
864
Advisory Alpha
Michigan
$82.9K +$82.9K +665 New
Lazard Asset Management
865
Lazard Asset Management
New York
$76K -$502K -4,094 -87%
JFA
866
JNBA Financial Advisors
Minnesota
$76K -$7.9K -64 -9%
TFS
867
TrustCore Financial Services
Tennessee
$76K +$76K +617 New
CHP
868
Cable Hill Partners
Oregon
$72K -$3.32K -27 -4%
BWL
869
Bogart Wealth LLC
Virginia
$72K +$7.46K +61 +12%
TCOV
870
Trust Company of Vermont
Vermont
$69K – – –
BWA
871
BDO Wealth Advisors
Florida
$68K – – –
VNA
872
Valley National Advisers
Pennsylvania
$67K – – –
BWA
873
Burt Wealth Advisors
Maryland
$65K -$98.7K -800 -60%
SFA
874
Stewardship Financial Advisors
Georgia
$64K – – –
HR
875
Howe & Rusling
New York
$63K – – –
33 34
35
36 37