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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
$5.21B
3
American Century Companies
American Century Companies
Missouri
$708M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
5
KPAG
KLS Professional Advisors Group
New York
$250M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$580M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
TF
TIAA FSB
Florida
$634M
4
AllianceBernstein
AllianceBernstein
Tennessee
$28.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
951
Lowe Wealth Advisors
Maryland
$2K +$2K +19 New
NA
952
NewEdge Advisors
Louisiana
$648 -$24 -220 -4%
TWM
953
Titus Wealth Management
California
$281 +$8 +72 +3%
Schroder Investment Management Group
954
Schroder Investment Management Group
United Kingdom
$38 – – –
CF
955
Centaurus Financial
California
$3 +$3 +337 +11,233%
EFS
956
Edelman Financial Services
Virginia
– -$2.26B -17,839,471 Closed
RJFSA
957
Raymond James Financial Services Advisors
Florida
– -$106M -837,230 Closed
Wellington Management Group
958
Wellington Management Group
Massachusetts
– -$23M -181,746 Closed
Squarepoint
959
Squarepoint
New York
– -$6.6M -52,105 Closed
AG
960
Appleton Group
Wisconsin
– -$6.1M -48,134 Closed
NA
961
NextCapital Advisers
Illinois
– -$5.95M -47,011 Closed
RCAG
962
Rehmann Capital Advisory Group
Michigan
– -$5.76M -45,477 Closed
RWP
963
RWA Wealth Partners
Massachusetts
– -$4.15M -32,792 Closed
TSS
964
Two Sigma Securities
New York
– -$2.17M -17,150 Closed
Simplex Trading
965
Simplex Trading
Illinois
– -$1.83M -14,425 Closed
FTS
966
Fifth Third Securities
Ohio
– -$1.28M -10,070 Closed
FA
967
Forefront Analytics
Pennsylvania
– -$1M -7,918 Closed
PFC
968
Personal Financial Consultants
California
– -$888K -7,011 Closed
AAC
969
Acorn Advisory Capital
New York
– -$823K -6,500 Closed
G
970
Gainplan
Michigan
– -$673K -5,316 Closed
PP
971
PagnatoKarp Partners
Virginia
– -$661K -5,191 Closed
NFC
972
Northeast Financial Consultants
Connecticut
– -$626K -4,951 Closed
Wolverine Trading
973
Wolverine Trading
Illinois
– -$544K -4,299 Closed
LCM
974
Laurion Capital Management
New York
– -$461K -3,642 Closed
GCA
975
Greenwood Capital Associates
South Carolina
– -$405K -3,197 Closed
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39
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