IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

960 hedge funds and large institutions have $28.1B invested in iShares Russell 1000 Value ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
-6
Holders Change %
-0.62%
% of All Funds
21.08%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
2%
New
62
Increased
327
Reduced
338
Closed
61
Calls
$34.6M
Puts
$35.2M
Net Calls
-$603K
Net Calls Change
-$3.59M

Top Buyers

1
JRP
Jasper Ridge Partners
California
$521M
2
SW
SVB Wealth
Massachusetts
$299M
3
Bank of America
Bank of America
North Carolina
$5.64B
4
PAS
Park Avenue Securities
New York
$47.1M
5
BlackRock
BlackRock
New York
$271M

Top Sellers

1
Citigroup
Citigroup
New York
$392M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
3
American Century Companies
American Century Companies
Missouri
$808M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$0
5
Wells Fargo
Wells Fargo
California
$501M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
976
Strategic Wealth Management
Washington
– -$3.93M -30,876 Closed
WHG
977
Westwood Holdings Group
Texas
– -$3.63M -28,559 Closed
DIA
978
Dana Investment Advisors
Wisconsin
– -$3.61M -28,335 Closed
RWP
979
RWA Wealth Partners
Massachusetts
– -$3.12M -24,511 Closed
WAM
980
Wolverine Asset Management
Illinois
– -$2.99M -23,479 Closed
TF
981
Trek Financial
Arizona
– -$1.64M -12,875 Closed
SC
982
Sepio Capital
Utah
– -$1.58M -12,357 Closed
F
983
F3Logic
Minnesota
– -$1.43M -11,250 Closed
Two Sigma Investments
984
Two Sigma Investments
New York
– -$1.34M -10,500 Closed
CWM
985
Cordatus Wealth Management
Pennsylvania
– -$1.05M -8,271 Closed
Federated Hermes
986
Federated Hermes
Pennsylvania
– -$802K -6,307 Closed
AL
987
AJO LP
Pennsylvania
– -$516K -4,053 Closed
MPI
988
Mairs & Power Inc
Minnesota
– -$512K -4,025 Closed
DWT
989
Dorsey & Whitney Trust
South Dakota
– -$509K -4,000 Closed
LAM
990
Lyrical Asset Management
New York
– -$509K -4,000 Closed
CIC
991
Cornercap Investment Counsel
Georgia
– -$373K -2,930 Closed
WA
992
WESPAC Advisors
California
– -$344K -2,704 Closed
FFG
993
Frisch Financial Group
New York
– -$343K -2,694 Closed
CM
994
Columbus Macro
Pennsylvania
– -$329K -2,586 Closed
CG
995
Cutler Group
California
– -$292K -2,300 Closed
DLHL
996
Donald L. Hagan LLC
Florida
– -$277K -2,175 Closed
ZCA
997
Zeke Capital Advisors
Pennsylvania
– -$267K -2,100 Closed
PC
998
Port Capital
Illinois
– -$256K -2,011 Closed
JG
999
Jefferies Group
New York
– -$252K -1,984 Closed
EMB
1000
Elefante Mark B
– -$249K -1,956 Closed
37 38 39
40
41