IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

831 hedge funds and large institutions have $24.5B invested in iShares Russell 1000 Value ETF in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 262 increasing their positions, 342 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
-25
Holders Change %
-2.92%
% of All Funds
19.07%
Holding in Top 10
105
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-11.02%
% of All Funds
2.41%
New
60
Increased
262
Reduced
342
Closed
76
Calls
$39.3M
Puts
$47.2M
Net Calls
-$7.95M
Net Calls Change
-$46.6M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$185M
2
Citigroup
Citigroup
New York
$371M
3
TA
Teachers Advisors
New York
$133M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$76.3M
5
TF
TIAA FSB
Florida
$873M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.61B
2
EFS
Edelman Financial Services
Virginia
$2.08B
3
American Century Companies
American Century Companies
Missouri
$450M
4
Bank of America
Bank of America
North Carolina
$4.35B
5
BlackRock
BlackRock
New York
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
76
UBS AM
Illinois
$33.2M -$85.7M -714,145 -72%
NFG
77
Nadler Financial Group
Illinois
$32.6M -$917K -7,642 -3%
Two Sigma Investments
78
Two Sigma Investments
New York
$31.5M -$38.9M -324,269 -55%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$31.5M +$22.9M +190,954 +267%
BGIM
80
Brandywine Global Investment Management
Pennsylvania
$29.7M -$34.7M -288,956 -54%
BUB
81
BBVA USA Bancshares
Texas
$29M -$639K -5,323 -2%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$27.8M -$3.29M -27,453 -11%
AF
83
Advisornet Financial
Minnesota
$26.9M +$3.59M +29,899 +15%
LC
84
Landaas & Company
Wisconsin
$25.1M -$804K -6,706 -3%
SQA
85
Simon Quick Advisors
New Jersey
$25.1M +$6.12M +51,043 +32%
LFWA
86
LBJ Family Wealth Advisors
Texas
$24.4M +$267K +2,227 +1%
NA
87
NextCapital Advisers
Illinois
$24.3M +$24.3M +202,724 New
QI
88
QS Investors
New York
$23.9M -$306K -2,555 -1%
JRP
89
Jasper Ridge Partners
California
$23.7M – – –
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$23.3M +$893K +7,446 +4%
LFAS
91
Level Four Advisory Services
Texas
$23.2M +$257K +2,140 +1%
SWP
92
Stratos Wealth Partners
Ohio
$23.2M +$1.46M +12,196 +7%
SPIA
93
Steward Partners Investment Advisory
New York
$22.4M +$1.27M +10,624 +6%
Wellington Management Group
94
Wellington Management Group
Massachusetts
$21.8M -$17M -142,099 -44%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$21.5M -$1.89M -15,761 -8%
PFP
96
Pinnacle Financial Partners
Tennessee
$20.6M -$62.3K -519 -0.3%
IIC
97
Integrated Investment Consultants
Michigan
$20.3M +$20.3M +168,877 New
HCC
98
Hirtle Callaghan & Co
Pennsylvania
$20M -$95.2K -794 -0.5%
FBFS
99
First Business Financial Services
Wisconsin
$19.9M +$1.19M +9,958 +6%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$19.9M +$19.9M +165,504 New
2 3
4
5 6