IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

432 hedge funds and large institutions have $12.8B invested in iShares Russell 1000 Value ETF in 2013 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 186 increasing their positions, 112 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+54
Holders Change %
+14.29%
% of All Funds
12.55%
Holding in Top 10
72
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.13%
% of All Funds
2.09%
New
75
Increased
186
Reduced
112
Closed
15
Calls
$5.41M
Puts
$12.6M
Net Calls
-$7.17M
Net Calls Change
+$31.5M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$529M
2
MAA
Managed Account Advisors
New Jersey
$249M
3
William Blair & Company
William Blair & Company
Illinois
$101M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.25B
5
PPA
Parametric Portfolio Associates
Washington
$201M

Top Sellers

1
AIG
American International Group
New York
$5.66M
2
CB
Commerce Bank
Missouri
$294M
3
CC
Curian Capital
Colorado
$115M
4
VF
Virtu Financial
New York
$24.5M
5
CI
Cowen Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
151
Amalgamated Bank
New York
$4.71M +$913K +9,700 +24%
MLICM
152
Metropolitan Life Insurance Company (MetLife)
New York
$4.7M +$358K +3,800 +8%
HI
153
Horizon Investments
North Carolina
$4.7M +$1.09M +11,559 +30%
WSFS
154
Wilmington Savings Fund Society
Delaware
$4.62M -$323K -3,433 -7%
BOS
155
Bingham Osborn & Scarborough
California
$4.57M -$4.71K -50 -0.1%
TCM
156
Twele Capital Management
Minnesota
$4.56M – – –
LNC
157
Lincoln National Corp
Pennsylvania
$4.51M +$4.51M +47,826 New
ASN
158
Advisory Services Network
Georgia
$4.49M -$491K -5,209 -10%
1IA
159
1834 Investment Advisors
Wisconsin
$4.37M +$40K +425 +0.9%
RJT
160
Raymond James Trust
Florida
$4.22M +$536K +5,688 +15%
WT
161
Whittier Trust
California
$4.2M -$42.4K -450 -1%
IH
162
IFC Holdings
Florida
$4.14M +$683K +7,279 +20%
Allianz Asset Management
163
Allianz Asset Management
Germany
$3.98M +$3.98M +42,227 New
WSTAM
164
Wilbanks Smith & Thomas Asset Management
Virginia
$3.9M -$212K -2,251 -5%
FFC
165
First Financial Corp
Indiana
$3.63M – – –
Ameriprise
166
Ameriprise
Minnesota
$3.58M -$833K -8,835 -19%
JFG
167
JMG Financial Group
Illinois
$3.45M +$278K +2,955 +9%
AWP
168
Ascent Wealth Partners
New York
$3.42M +$3.42M +36,340 New
BPB
169
Badgley, Phelps & Bell
Washington
$3.39M +$1.74M +18,509 +106%
NPC
170
National Planning Corporation
California
$3.31M +$765K +8,140 +30%
SCM
171
Steward Capital Management
Michigan
$3.31M – – –
HCM
172
HM Capital Management
Missouri
$3.3M +$35.8K +380 +1%
I2I
173
Insight 2811 Inc
Illinois
$3.29M +$1.35M +14,290 +69%
AAS
174
Annex Advisory Services
Wisconsin
$3.22M -$1.61M -17,110 -33%
AIM
175
Acropolis Investment Management
Missouri
$3.14M -$342K -3,630 -10%
5 6
7
8 9