IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

505 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 194 increasing their positions, 163 reducing their positions, and 44 closing their positions.

Holders
505
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
14.11%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
2.32%
New
45
Increased
194
Reduced
163
Closed
44
Calls
$3.3M
Puts
$12.3M
Net Calls
-$8.99M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.8B
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$298M
3
Goldman Sachs
3
Goldman Sachs
New York
$792M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.04B
5
WKKFT
5
W.K. Kellogg Foundation Trust
Michigan
$54.2M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$8.76M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.38B
3
Citigroup
3
Citigroup
New York
$18.6M
4
AssetMark Inc
4
AssetMark Inc
California
$12.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$95.2M
Name Market Value Shares Shares
Change 		Shares
Change %
JHC
76
JFB Holdings Corp
Georgia
$20.6M 220,999 +183,775 +494%
BIM
77
Bridges Investment Management
Nebraska
$20.5M 198,302 – –
BIC
78
Bridges Investment Counsel
Nebraska
$20.5M 198,302 +192,857 +3,542%
CI
79
Cambiar Investors
Colorado
$20.1M 215,063 +212,983 +10,240%
PA
80
Parkside Advisors
California
$18.8M 201,586 +2,634 +1%
Ameriprise
81
Ameriprise
Minnesota
$18.7M 201,108 +20,700 +11%
TAIM
82
TD Ameritrade Investment Management
Nebraska
$18.7M 200,566 +643 +0.3%
BA
83
Boston Advisors
Massachusetts
$18.6M 199,741 -20,337 -9%
Citigroup
84
Citigroup
New York
$18.6M 199,394 -939,503 -82%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$18M 193,422 -21,787 -10%
HCC
86
Hirtle Callaghan & Co
Pennsylvania
$16.5M 176,501 +4,282 +2%
CS
87
Credit Suisse
Switzerland
$16M 171,154 +346 +0.2%
NP
88
NorthRock Partners
Minnesota
$15.8M 241,347 +80,033 +50%
Massachusetts Financial Services
89
Massachusetts Financial Services
Massachusetts
$15.4M 165,038 +165,038 New
CA
90
Cetera Advisors
Colorado
$15.2M 162,993 -922 -0.6%
ZB
91
Zions Bancorporation
Utah
$14.7M 157,676 +97,511 +162%
RFC
92
Regions Financial Corp
Alabama
$14.6M 157,009 +12,576 +9%
Schroder Investment Management Group
93
Schroder Investment Management Group
United Kingdom
$14.1M 151,290 -22,100 -13%
LFWA
94
LBJ Family Wealth Advisors
Texas
$14.1M 151,073 +7,987 +6%
MIAN
95
Mariner Independent Advisor Network
Kansas
$14M 150,087 +60,834 +68%
MAM
96
Marquette Asset Management
Minnesota
$14M 149,898 +17 +0%
Allianz Asset Management
97
Allianz Asset Management
Germany
$13.6M 145,950 +141,112 +2,917%
AssetMark Inc
98
AssetMark Inc
California
$12.9M 138,286 -917,066 -87%
FB
99
Fulton Bank
Pennsylvania
$12.8M 137,283 -6,658 -5%
NYLIM
100
New York Life Investment Management
New York
$12.3M 131,988 +45,101 +52%
2 3
4
5 6