IWD icon

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
$2.88B
2
TF
TIAA FSB
Florida
$587M
3
American Century Companies
American Century Companies
Missouri
$879M
4
Bank of America
Bank of America
North Carolina
$5.51B
5
HSBC Holdings
HSBC Holdings
United Kingdom
$84.7M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$0
2
SB
Suntrust Banks
Georgia
$231M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$67.3M
4
PAS
Park Avenue Securities
New York
$0
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDFR
951
Lehman & Derafelo Financial Resources
Pennsylvania
$9K – – –
CA
952
Centerpoint Advisors
Massachusetts
$9K – – –
TFA
953
Toth Financial Advisory
Virginia
$8K – – –
GT
954
Glenmede Trust
Pennsylvania
$7.9K -$321 -2,527 -4%
UB
955
UMB Bank
Missouri
$7.37K -$726 -5,703 -9%
CAW
956
Cornerstone Advisors (Washington)
Washington
$7K – – –
EAM
957
Eukles Asset Management
Ohio
$6K – – –
MWM
958
Merriman Wealth Management
Washington
$5.47K +$97 +76 +2%
GI
959
Gradient Investments
Minnesota
$5K -$16.5K -129 -77%
LFG
960
Larson Financial Group
Missouri
$5K – – –
GIP
961
Granite Investment Partners
California
$4K +$4K +29 New
AIM
962
Advantage Investment Management
Iowa
$4K +$4K +30 New
RWA
963
Redhawk Wealth Advisors
Minnesota
$3K +$3K +22 New
MWM
964
Meridian Wealth Management
Kentucky
$2.91K +$34 +27 +1%
IRC
965
Investors Research Corp
Georgia
$1K – – –
TFA
966
Transamerica Financial Advisors
Florida
$1K +$1K +2 New
BRWM
967
B. Riley Wealth Management
Tennessee
$663 -$3 -26 -0.5%
WIM
968
Westside Investment Management
California
$115 +$115 +905 New
VOYA Investment Management
969
VOYA Investment Management
Georgia
– -$165M -1,332,269 Closed
PAS
970
Park Avenue Securities
New York
– -$46.7M -373,927 Closed
AP
971
Advisors Preferred
Maryland
– -$20.8M -168,672 Closed
NSLI
972
Nan Shan Life Insurance
Taiwan
– -$15.6M -126,575 Closed
AFP
973
Ausdal Financial Partners
Iowa
– -$5.26M -42,608 Closed
Mirae Asset Global Investments
974
Mirae Asset Global Investments
South Korea
– -$4.59M -37,168 Closed
FIA
975
Foundations Investment Advisors
Arizona
– -$3.9M -31,556 Closed
37 38
39
40 41