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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

955 hedge funds and large institutions have $27B invested in iShares Russell 1000 Value ETF in 2018 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 371 increasing their positions, 228 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+96
Holders Change %
+11.18%
% of All Funds
21.31%
Holding in Top 10
113
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.21%
% of All Funds
2.52%
New
178
Increased
371
Reduced
228
Closed
75
Calls
$25.8M
Puts
$10.5M
Net Calls
+$15.2M
Net Calls Change
+$24.9M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$1.99B
2
Bank of America
Bank of America
North Carolina
+$1.02B
3
American Century Companies
American Century Companies
Missouri
+$348M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M
5
KPAG
KLS Professional Advisors Group
New York
+$249M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.54B
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$106M
3
TF
TIAA FSB
Florida
-$50.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$26.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
876
BDO Wealth Advisors
Florida
$61K +$25K +224 +69%
JCM
877
Jacobi Capital Management
Pennsylvania
$60K -$71.5K -646 -54%
VNA
878
Valley National Advisers
Pennsylvania
$60K +$35.2K +317 +142%
BWL
879
Bogart Wealth LLC
Virginia
$58K -$6.37K -58 -10%
SFA
880
Stewardship Financial Advisors
Georgia
$58K – – –
HR
881
Howe & Rusling
New York
$56K – – –
BWP
882
Baldwin Wealth Partners
Massachusetts
$56K – – –
WPW
883
Winthrop Partners - WNY
New York
$55.5K – – –
FTI
884
Fiduciary Trust International
Massachusetts
$54K +$54K +486 New
WCM
885
Whitener Capital Management
North Carolina
$53K – – –
VCM
886
Versant Capital Management
Arizona
$53K – – –
SL
887
Salomon & Ludwin
Virginia
$53K +$53K +474 New
EWM
888
Endurance Wealth Management
Rhode Island
$50K – – –
TCM
889
TD Capital Management
Tennessee
$50K – – –
FNC
890
First National Corp
Massachusetts
$50K +$50K +451 New
SFSIG
891
San Francisco Sentry Investment Group
California
$49K +$4.66K +42 +11%
LWANC
892
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K +$46K +416 New
KL
893
KWMG LLC
Kansas
$43K – – –
SA
894
SRH Advisors
Kansas
$41K -$39.9K -360 -49%
AIM
895
Anchor Investment Management
South Carolina
$38.4K – – –
AssetMark Inc
896
AssetMark Inc
California
$37K +$1.69K +15 +5%
SIS
897
Sound Income Strategies
Florida
$35K – – –
MRCM
898
M&R Capital Management
New Jersey
$34K – – –
ONST
899
Old North State Trust
North Carolina
$33K – – –
FFW
900
Fusion Family Wealth
New York
$33K +$33K +301 New
34 35
36
37 38