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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

966 hedge funds and large institutions have $30.3B invested in iShares Russell 1000 Value ETF in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 314 increasing their positions, 366 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+8
Holders Change %
+0.84%
% of All Funds
21.01%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
2.04%
New
72
Increased
314
Reduced
366
Closed
52
Calls
$37.3M
Puts
$34.4M
Net Calls
+$2.99M
Net Calls Change
+$3.74M

Top Buyers

1
Citigroup
Citigroup
New York
+$2.47B
2
TF
TIAA FSB
Florida
+$426M
3
American Century Companies
American Century Companies
Missouri
+$361M
4
Bank of America
Bank of America
North Carolina
+$82.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.5M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$165M
2
SB
Suntrust Banks
Georgia
-$90M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$88.3M
4
PAS
Park Avenue Securities
New York
-$46.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
851
Brown Brothers Harriman & Co
New York
$150K -$90K -707 -38%
CWM
852
Cranbrook Wealth Management
Michigan
$147K – – –
IBOK
853
Independence Bank of Kentucky
Kentucky
$143K – – –
BFC
854
Bedel Financial Consulting
Indiana
$140K – – –
JGIA
855
Jackson Grant Investment Advisers
Connecticut
$140K +$761 +6 +0.5%
LC
856
Lindbrook Capital
California
$136K -$127 -1 -0.1%
RFA
857
Reilly Financial Advisors
California
$135K -$9.64K -76 -7%
BFEC
858
Benjamin F. Edwards & Company
Missouri
$127K – – –
SWA
859
Sutton Wealth Advisors
Florida
$124K – – –
MFT
860
Moisand Fitzgerald Tamayo
Florida
$120K – – –
EWM
861
Executive Wealth Management
Michigan
$117K +$382 +3 +0.3%
TNBTD
862
Trustmark National Bank Trust Department
Mississippi
$114K – – –
FPFS
863
First Personal Financial Services
North Carolina
$113K – – –
RIA
864
Realta Investment Advisors
Delaware
$112K +$102K +801 +1,054%
BC
865
Bartlett & Co
Ohio
$111K – – –
BCWM
866
Bartlett & Co Wealth Management
Ohio
$111K – – –
FCFS
867
First Command Financial Services
Texas
$110K – – –
FCB
868
First Command Bank
Texas
$110K – – –
M
869
MOTCO
Texas
$109K -$5.96K -47 -5%
CFD
870
Creative Financial Designs
Indiana
$107K -$57.9K -449 -35%
BCA
871
Bray Capital Advisors
Florida
$103K – – –
POIA
872
Pin Oak Investment Advisors
Texas
$97K -$110K -867 -53%
Lazard Asset Management
873
Lazard Asset Management
New York
$90K +$11.4K +90 +15%
CCM
874
Cribstone Capital Management
Maine
$88K -$36.1K -282 -29%
MDCM
875
Morgan Dempsey Capital Management
Wisconsin
$87K -$11.1K -88 -11%
33 34
35
36 37