IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

856 hedge funds and large institutions have $28.8B invested in iShares Russell 1000 Value ETF in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 294 increasing their positions, 228 reducing their positions, and 31 closing their positions.

Holders
856
Holders Change
+143
Holders Change %
+20.06%
% of All Funds
19.44%
Holding in Top 10
118
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+16.83%
% of All Funds
2.68%
New
177
Increased
294
Reduced
228
Closed
31
Calls
$54.8M
Puts
$16.2M
Net Calls
+$38.7M
Net Calls Change
+$22M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$835M
2
Bank of America
2
Bank of America
North Carolina
$4.7B
3
SIM
3
Strategic Investment Management
Virginia
$300M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.37B
5
QIM
5
Quantitative Investment Management
Virginia
$88.6M

Top Sellers

1
G
1
Gainplan
Michigan
$51.7M
2
USAA
2
United Services Automobile Association
Texas
$0
3
WKKFT
3
W.K. Kellogg Foundation Trust
Michigan
$0
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.54M
5
SI
5
Stephens Inc
Arkansas
$87.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
101
Balentine LLC
Georgia
$21.4M -$23.7M -190,909 -53%
PFP
102
Pinnacle Financial Partners
Tennessee
$21.4M -$586K -4,710 -3%
EIC
103
Equity Investment Corp
Georgia
$21.2M +$12.7M +102,393 +150%
HCC
104
Hirtle Callaghan & Co
Pennsylvania
$20.9M +$4.2M +33,800 +25%
PA
105
Parkside Advisors
California
$20.7M -$493K -3,965 -2%
SG Americas Securities
106
SG Americas Securities
New York
$20.7M +$20.2M +162,674 +4,633%
P
107
Pitcairn
Pennsylvania
$20.6M -$216K -1,734 -1%
SQA
108
Simon Quick Advisors
New Jersey
$20.4M -$3.2M -24,775 -14%
EWM
109
Evercore Wealth Management
New York
$20M -$1.81M -14,550 -8%
NA
110
Nottingham Advisors
New York
$19.5M -$148K -1,190 -0.8%
FBFS
111
First Business Financial Services
Wisconsin
$19.4M +$782K +6,289 +4%
MIAN
112
Mariner Independent Advisor Network
Kansas
$19.3M -$10M -80,505 -34%
FB
113
Fulton Bank
Pennsylvania
$18.9M -$669K -5,380 -3%
AG
114
Advisor Group
Arizona
$18.9M +$1.24M +9,979 +7%
Schroder Investment Management Group
115
Schroder Investment Management Group
United Kingdom
$18.9M – – –
MAM
116
Marquette Asset Management
Minnesota
$18.7M -$146K -1,172 -0.8%
CAM
117
Crestone Asset Management
Colorado
$18.4M +$338K +2,721 +2%
PFBT
118
Parkside Financial Bank & Trust
Missouri
$18.3M +$1.16M +9,319 +7%
Massachusetts Financial Services
119
Massachusetts Financial Services
Massachusetts
$18.2M +$17.3M +139,298 +2,039%
FSA
120
Financial Sense Advisors
California
$18.1M +$4M +32,156 +28%
CI
121
Cambiar Investors
Colorado
$18M +$15.3M +122,902 +560%
FAM
122
Flaharty Asset Management
Florida
$17.9M +$2.09M +16,559 +13%
NIMC
123
NWQ Investment Management Company
California
$17.6M +$15.4M +123,685 +689%
MBT
124
Montecito Bank & Trust
California
$17.4M +$2.53M +20,376 +17%
ZB
125
Zions Bancorporation
Utah
$17.3M -$1.18M -9,470 -6%
3 4
5
6 7