IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

459 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 187 increasing their positions, 136 reducing their positions, and 27 closing their positions.

Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
13.33%
Holding in Top 10
79
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.25%
% of All Funds
2.29%
New
38
Increased
187
Reduced
136
Closed
27
Calls
$3.91M
Puts
$7.88M
Net Calls
-$3.96M
Net Calls Change
-$16M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$315M
2
M&T Bank
2
M&T Bank
New York
$152M
3
CC
3
Curian Capital
Colorado
$302M
4
EFS
4
Edelman Financial Services
Virginia
$1.64B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$917M

Top Sellers

1
AG
1
Appleton Group
Wisconsin
$10.5M
2
BDF
2
Balasa Dinverno & Foltz
$87.1M
3
CB
3
Commerce Bank
Missouri
$220M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$10.3M
5
William Blair & Company
5
William Blair & Company
Illinois
$170M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
76
Beaumont Financial Advisors
Massachusetts
$21.5M 214,492 +210,542 +5,330%
FA
77
FDx Advisors
Illinois
$20.8M 208,193 +51,672 +33%
PI
78
Placemark Investments
Illinois
$20.5M 204,759 +6,996 +4%
AssetMark Inc
79
AssetMark Inc
California
$20.2M 201,574 +141,128 +233%
OC
80
Oakworth Capital
Alabama
$19.5M 190,267 +7,188 +4%
HighTower Advisors
81
HighTower Advisors
Illinois
$19.5M 194,935 +51,095 +36%
Axa
82
Axa
France
$18.6M 186,153 -5,200 -3%
SP
83
Stairway Partners
Illinois
$18.3M 182,744 +17,293 +10%
TAIM
84
TD Ameritrade Investment Management
Nebraska
$18.1M 180,476 -1,257 -0.7%
IA
85
IndexIQ Advisors
New York
$17.8M 178,325 +58,825 +49%
PA
86
Parkside Advisors
California
$17.7M 177,037 -4,173 -2%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$17.4M 173,425 +7,117 +4%
HCC
88
Hirtle Callaghan & Co
Pennsylvania
$17.3M 173,103 – –
Schroder Investment Management Group
89
Schroder Investment Management Group
United Kingdom
$17.3M 172,375 +172,375 New
Ameriprise
90
Ameriprise
Minnesota
$17M 171,511 +56,980 +50%
UCFA
91
United Capital Financial Advisors
Texas
$16.9M 169,263 +60,997 +56%
GW
92
GW & Wade
Massachusetts
$16.8M 168,171 +31,414 +23%
WAM
93
Wolverine Asset Management
Illinois
$16.3M 162,609 -22,782 -12%
MAM
94
Marquette Asset Management
Minnesota
$15.9M 158,953 -4,508 -3%
BlackRock
95
BlackRock
New York
$15.8M 157,396 +14,575 +10%
BCM
96
Brookstone Capital Management
Illinois
$14.7M 146,952 +9,101 +7%
CS
97
Credit Suisse
Switzerland
$14.3M 142,902 +5,442 +4%
FB
98
Fulton Bank
Pennsylvania
$14.1M 140,460 -871 -0.6%
BWM
99
Braver Wealth Management
Massachusetts
$13.9M 139,183 -490 -0.4%
BGIM
100
Brandywine Global Investment Management
Pennsylvania
$13.9M 138,600 +28,184 +26%
2 3
4
5 6