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 %
MBT
126
Montecito Bank & Trust
California
$14.7M -$1.56M -12,194 -10%
SG Americas Securities
127
SG Americas Securities
New York
$14.5M +$4.68M +36,457 +48%
FB
128
Fulton Bank
Pennsylvania
$14.2M -$109K -847 -0.8%
CG
129
Corundum Group
Colorado
$14M – – –
QIM
130
Quest Investment Management
Oregon
$14M +$270K +2,108 +2%
GC
131
Guggenheim Capital
Illinois
$13.9M +$12.6M +98,305 +942%
MCM
132
MV Capital Management
Maryland
$13.6M -$91.8K -716 -0.7%
TC
133
Telemus Capital
Michigan
$13.5M +$24.8K +193 +0.2%
MIAN
134
Mariner Independent Advisor Network
Kansas
$13.5M -$529K -4,174 -4%
ANTB
135
AMG National Trust Bank
Colorado
$13.5M -$132K -1,027 -1%
GW
136
GW & Wade
Massachusetts
$13.4M +$529K +4,125 +4%
SWM
137
Segment Wealth Management
Texas
$12.9M -$13.2K -103 -0.1%
RM
138
Resource Management
Louisiana
$12.5M -$834K -6,501 -6%
Jane Street
139
Jane Street
New York
$12.4M -$28.8M -224,323 -70%
TSS
140
Two Sigma Securities
New York
$12.2M +$7.54M +58,773 +161%
MPM
141
Meritage Portfolio Management
Kansas
$12.2M -$13.6M -105,718 -53%
CAL
142
Capital Advisors Ltd
Ohio
$12.1M -$2M -15,936 -14%
GIA
143
GHP Investment Advisors
Colorado
$11.9M -$563K -4,393 -5%
EWA
144
EP Wealth Advisors
California
$11.6M +$1.01M +7,866 +9%
UBS AM
145
UBS AM
Illinois
$11.6M -$415K -3,238 -3%
BCM
146
BTC Capital Management
Iowa
$11.6M +$3.47M +27,017 +43%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$11.4M -$301K -2,349 -3%
EIG
148
Ellenbecker Investment Group
Wisconsin
$11.4M -$347K -2,706 -3%
RTS
149
Round Table Services
New Jersey
$11.4M +$41.2K +321 +0.4%
WSFS
150
Wilmington Savings Fund Society
Delaware
$11.4M +$259K +2,021 +2%
4 5
6
7 8