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 %
PA
101
Parkside Advisors
California
$19.6M -$419K -3,490 -2%
RFC
102
Regions Financial Corp
Alabama
$19.4M -$2.27M -18,906 -10%
FAM
103
Flaharty Asset Management
Florida
$19.2M +$2.64M +22,481 +16%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$18.7M +$2.13M +17,740 +13%
NFG
105
Noven Financial Group
Colorado
$18.5M +$18.5M +154,365 New
PFBT
106
Parkside Financial Bank & Trust
Missouri
$18.3M +$592K +4,937 +3%
Schroder Investment Management Group
107
Schroder Investment Management Group
United Kingdom
$18.3M – – –
NYLIM
108
New York Life Investment Management
New York
$18.1M +$10.8M +90,142 +148%
MSL
109
Mackay Shields LLC
New York
$18.1M +$18.1M +151,189 New
CAM
110
Crestone Asset Management
Colorado
$18M +$277K +2,305 +2%
MAM
111
Marquette Asset Management
Minnesota
$18M -$34.5K -288 -0.2%
UCFA
112
United Capital Financial Advisors
Texas
$17.2M +$8.61M +71,759 +100%
AG
113
Advisor Group
Arizona
$17.2M -$1.07M -8,922 -6%
FSA
114
Financial Sense Advisors
California
$16.9M -$478K -3,988 -3%
Jane Street
115
Jane Street
New York
$16.9M +$3.25M +27,092 +24%
SAM
116
Silvercrest Asset Management
New York
$16.8M +$3.53M +29,466 +27%
CA
117
Calton & Associates
Florida
$16.8M +$1.34M +11,201 +9%
FB
118
Fulton Bank
Pennsylvania
$16.1M -$2.23M -18,557 -12%
SWM
119
Segment Wealth Management
Texas
$16.1M -$334K -2,788 -2%
MCM
120
MV Capital Management
Maryland
$15.2M -$286K -2,383 -2%
EWM
121
Evercore Wealth Management
New York
$15M -$4.27M -35,561 -22%
I2I
122
Insight 2811 Inc
Illinois
$14.6M +$174K +1,448 +1%
ZB
123
Zions Bancorporation
Utah
$14.6M -$2.08M -17,354 -12%
CA
124
Cetera Advisors
Colorado
$14.2M -$700K -5,831 -5%
PAG
125
Private Advisor Group
New Jersey
$14.1M +$12.5K +104 +0.1%
3 4
5
6 7