IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

688 hedge funds and large institutions have $23.1B invested in iShares Russell 1000 Value ETF in 2016 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 191 reducing their positions, and 33 closing their positions.

Holders
688
Holders Change
+84
Holders Change %
+13.91%
% of All Funds
17.23%
Holding in Top 10
101
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.6%
% of All Funds
2.53%
New
124
Increased
258
Reduced
191
Closed
33
Calls
$14.4M
Puts
$12.8M
Net Calls
+$1.57M
Net Calls Change
-$339K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.29B
2
BL
2
Balentine LLC
Georgia
$598M
3
PPA
3
Parametric Portfolio Associates
Washington
$491M
4
BIT
4
BlackRock Institutional Trust
California
$197M
5
Morgan Stanley
5
Morgan Stanley
New York
$860M

Top Sellers

1
TA
1
Teachers Advisors
New York
$37.2M
2
Bank of America
2
Bank of America
North Carolina
$2.31B
3
American Century Companies
3
American Century Companies
Missouri
$632M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$78.1M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
101
TD Ameritrade Investment Management
Nebraska
$18.2M -$596K -5,321 -3%
RFC
102
Regions Financial Corp
Alabama
$18.1M +$1.31M +11,729 +8%
TMNFIC
103
Tokio Marine & Nichido Fire Insurance Company
Japan
$17.9M +$17.9M +160,000 New
CA
104
Cetera Advisors
Colorado
$17.8M -$1.03M -9,221 -5%
MBT
105
Montecito Bank & Trust
California
$17.7M +$108K +967 +0.6%
Massachusetts Financial Services
106
Massachusetts Financial Services
Massachusetts
$17.6M +$17.2M +153,496 +4,862%
FPFS
107
First Personal Financial Services
North Carolina
$17.5M +$7.21M +64,325 +70%
MAM
108
Marquette Asset Management
Minnesota
$17.5M -$210K -1,876 -1%
HCC
109
Hirtle Callaghan & Co
Pennsylvania
$17.4M +$6.03M +53,881 +53%
JIC
110
Johnson Investment Counsel
Ohio
$17.3M +$952K +8,498 +6%
SWP
111
Stratos Wealth Partners
Ohio
$17.3M +$1.56M +13,910 +10%
FB
112
Fulton Bank
Pennsylvania
$16.7M +$3.61M +32,234 +28%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$16.2M +$3.93M +35,116 +32%
MFS
114
MSI Financial Services
Massachusetts
$15.8M +$323K +2,887 +2%
ZB
115
Zions Bancorporation
Utah
$15.8M +$5.99M +53,499 +61%
Mariner
116
Mariner
Kansas
$15.6M +$12.3M +109,676 +372%
MPM
117
Meritage Portfolio Management
Kansas
$15.2M -$9.85M -87,887 -39%
AG
118
Advisor Group
Arizona
$15M +$1.51M +13,484 +11%
CAM
119
Crestone Asset Management
Colorado
$14.8M +$1.32M +11,790 +10%
MCM
120
MV Capital Management
Maryland
$14.3M +$503K +4,490 +4%
MWAC
121
Mariner Wealth Advisors (Cincinnati)
Ohio
$14.1M -$1.45M -12,920 -9%
I2I
122
Insight 2811 Inc
Illinois
$13.6M +$1.84M +16,430 +16%
BA
123
Boston Advisors
Massachusetts
$12.9M – – –
IA
124
Independence Advisors
Pennsylvania
$12.7M -$296K -2,638 -2%
SAM
125
Silvercrest Asset Management
New York
$12.4M +$1.13M +10,112 +10%
3 4
5
6 7