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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
$574M
2
Ameriprise
Ameriprise
Minnesota
$152M
3
Bank of America
Bank of America
North Carolina
$4.47B
4
Goldman Sachs
Goldman Sachs
New York
$1.23B
5
SHGA
Sand Hill Global Advisors
California
$53.1M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$1.52M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$299M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
4
William Blair Investment Management
William Blair Investment Management
Illinois
$213M
5
TA
Teachers Advisors
New York
$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
876
Financial Gravity Asset Management
Texas
– -$7K -57 Closed
AIM
877
Advantage Investment Management
Iowa
– -$6K -53 Closed
EWM
878
Edge Wealth Management
New York
– -$3K -25 Closed
HWM
879
Holloway Wealth Management
Florida
– -$7K – –
IC
880
Inverness Counsel
New York
– -$225K – –
32 33 34 35
36