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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

955 hedge funds and large institutions have $27B invested in iShares Russell 1000 Value ETF in 2018 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 371 increasing their positions, 228 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+96
Holders Change %
+11.18%
% of All Funds
21.31%
Holding in Top 10
113
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.21%
% of All Funds
2.52%
New
178
Increased
371
Reduced
228
Closed
75
Calls
$25.8M
Puts
$10.5M
Net Calls
+$15.2M
Net Calls Change
+$24.9M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.99B
2
Bank of America
Bank of America
North Carolina
$5.21B
3
American Century Companies
American Century Companies
Missouri
$708M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
5
KPAG
KLS Professional Advisors Group
New York
$250M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$580M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
TF
TIAA FSB
Florida
$634M
4
AllianceBernstein
AllianceBernstein
Tennessee
$28.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
1001
Aviance Capital Partners
Florida
– -$208K -1,640 Closed
FWIA
1002
Fort Washington Investment Advisors
Ohio
– -$205K -1,620 Closed
BO
1003
BRR OpCo
Ohio
– -$205K -1,616 Closed
DAS
1004
Dynamic Advisor Solutions
Arizona
– -$203K -1,601 Closed
TFF
1005
The Family Firm
Maryland
– -$202K -1,598 Closed
FWM
1006
FFT Wealth Management
Pennsylvania
– -$202K -1,597 Closed
MFG
1007
Merit Financial Group
Georgia
– -$242K -1,572 Closed
OBWP
1008
O'Brien Wealth Partners
Massachusetts
– -$172K -1,357 Closed
MPIA
1009
Mountain Pacific Investment Advisers
Idaho
– -$154K -1,220 Closed
KF
1010
Krilogy Financial
Missouri
– -$111K -876 Closed
IP
1011
Intellectus Partners
California
– -$94K -741 Closed
KJWM
1012
Kiley Juergens Wealth Management
Washington
– -$67K -536 Closed
TFS
1013
TrustCore Financial Services
Tennessee
– -$55K -436 Closed
ML
1014
McAdam LLC
Pennsylvania
– -$49K -388 Closed
VC
1015
Vestor Capital
Illinois
– -$44K -344 Closed
AWM
1016
Avior Wealth Management
Nebraska
– -$39K -311 Closed
SCM
1017
Southport Capital Management
Tennessee
– -$39K -310 Closed
WA
1018
WP Advisors
California
– -$32K -252 Closed
EA
1019
Elm Advisors
California
– -$32K -250 Closed
RMAM
1020
Raab & Moskowitz Asset Management
New Jersey
– -$27K -220 Closed
CG
1021
Cutler Group
California
– -$25K -200 Closed
SIAP
1022
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$25K -198 Closed
CAG
1023
Csenge Advisory Group
Florida
– -$20K -168 Closed
MCM
1024
Mainstay Capital Management
Michigan
– -$20K -156 Closed
HI
1025
Hudock Inc
Pennsylvania
– -$15K -126 Closed
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