We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF
IWD

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

144% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $10.5M

137% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 75

63% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 228

20% more funds holding in top 10

Funds holding in top 10: 94 → 113 (+19)

11% more funds holding

Funds holding: 859 → 955 (+96)

0.14% less ownership

Funds ownership: 72.39% → 72.25% (-0.14%)

1% less capital invested

Capital invested by funds: $27.4B → $27B (-$376M)

Holders
955
Holders Change
+96
Holders Change %
+11.18%
% of All Funds
21.28%
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

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$2.15B
2
Bank of America
Bank of America
North Carolina
+$1.11B
3
American Century Companies
American Century Companies
Missouri
+$376M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$279M
5
KPAG
KLS Professional Advisors Group
New York
+$269M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.66B
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$106M
3
TF
TIAA FSB
Florida
-$54.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$28.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$23M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
901
AlphaMark Advisors
Kentucky
$31K – – –
MSFP
902
Mark Sheptoff Financial Planning
Connecticut
$29K – – –
RMC
903
Resources Management Corp
Connecticut
$29K +$31.8K +265 New
JHCP
904
Jackson Hole Capital Partners
Oklahoma
$27K +$29.6K +247 New
TCM
905
Tradewinds Capital Management
Washington
$27K +$29.6K +247 New
KPCM
906
Kings Point Capital Management
New York
$26K -$2.04K -17 -7%
WWM
907
Willingdon Wealth Management
North Carolina
$26K – – –
CB
908
CNB Bank
Pennsylvania
$23K – – –
RIA
909
RPG Investment Advisory
California
$23K +$1.2K +10 +5%
JWM
910
Janiczek Wealth Management
Colorado
$23K +$24.8K +207 New
SFA
911
Semmax Financial Advisors
North Carolina
$22K +$23.7K +198 New
IF
912
Ironwood Financial
Arizona
$21K +$22.8K +190 New
PCTC
913
Perkins Coie Trust Company
Washington
$20K – – –
CA
914
Crewe Advisors
Utah
$19K – – –
PK
915
Pflug Koory
Nebraska
$19K – – –
FPB
916
First PREMIER Bank
South Dakota
$19K +$10.7K +89 +111%
DAM
917
Delta Asset Management
Tennessee
$18K – – –
FIB
918
First Interstate Bank
Montana
$18K – – –
IAS
919
IMA Advisory Services
Colorado
$18K – – –
FWM
920
Focused Wealth Management
New York
$15K +$3.71K +31 +31%
SIAG
921
Signet Investment Advisory Group
Rhode Island
$15K +$16.5K +138 New
MWM
922
Mascoma Wealth Management
New Hampshire
$14K – – –
GWMIA
923
Global Wealth Management Investment Advisory
Florida
$13K +$14K +117 New
CWM
924
Catamount Wealth Management
Connecticut
$12K – – –
SWP
925
Strategic Wealth Partners
Ohio
$12K – – –
35 36
37
38 39

IWD Hedge Fund Activity: Q4 2018 in Review

955 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2018, worth a combined $27B — down 1.4% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new IWD positions and 75 closed out — a net gain of 103 holders — while 371 added to existing stakes and 228 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $2.15B. The largest seller was Envestnet Asset Management, cutting an estimated $1.66B.

  • 955 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2018, up from 859 in Q3 2018.
  • Funds reported $27B of iShares Russell 1000 Value ETF stock for Q4 2018, down 1.4% quarter-over-quarter.
  • 178 funds opened new iShares Russell 1000 Value ETF positions in Q4 2018 and 75 closed out, a net change of +103 holders.
  • The largest iShares Russell 1000 Value ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $2.15B added.
  • The largest iShares Russell 1000 Value ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $1.66B sold.

Based on aggregated 13F filings for Q4 2018.