IWD icon

iShares Russell 1000 Value ETF

435 hedge funds and large institutions have $13.3B invested in iShares Russell 1000 Value ETF in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 137 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
12.57%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
2.2%
New
43
Increased
171
Reduced
137
Closed
37
Calls
$4.26M
Puts
$2.47M
Net Calls
+$1.79M
Net Calls Change
+$8.95M
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
151
One Capital Management
California
$5.21M +$5.21M +54,025 New
NL
152
NWAM LLC
Washington
$5.21M +$2.4M +24,863 +85%
ABC
153
Associated Banc-Corp
Wisconsin
$5.03M +$4.36M +45,195 +648%
LWA
154
Lenox Wealth Advisors
New York
$4.91M -$336K -3,463 -6%
TCM
155
Twele Capital Management
Minnesota
$4.67M
ASN
156
Advisory Services Network
Georgia
$4.63M +$26.5K +275 +0.6%
1IA
157
1834 Investment Advisors
Wisconsin
$4.5M +$19.3K +200 +0.4%
BOS
158
Bingham Osborn & Scarborough
California
$4.49M -$193K -1,995 -4%
WSTAM
159
Wilbanks Smith & Thomas Asset Management
Virginia
$3.96M -$39K -404 -1%
AB
160
Amalgamated Bank
New York
$3.87M -$965K -10,000 -20%
WT
161
Whittier Trust
California
$3.82M -$481K -4,982 -11%
QIM
162
Quest Investment Management
Oregon
$3.82M +$600K +6,215 +19%
FFC
163
First Financial Corp
Indiana
$3.72M
MCM
164
Moore Capital Management
New York
$3.67M +$3.67M +38,000 New
DMC
165
Drexel Morgan & Co
Pennsylvania
$3.65M +$458K +4,750 +14%
American Century Companies
166
American Century Companies
Missouri
$3.62M +$522K +5,410 +17%
JFG
167
JMG Financial Group
Illinois
$3.6M +$65K +673 +2%
CK
168
Carnick & Kubik
Colorado
$3.58M +$2.95M +30,571 +471%
AWP
169
Ascent Wealth Partners
New York
$3.56M +$49.2K +510 +1%
I2I
170
Insight 2811 Inc
Illinois
$3.55M +$177K +1,839 +5%
BTS
171
BB&T Securities
Virginia
$3.54M -$7.4M -7,665 -68%
GA
172
GFS Advisors
Texas
$3.44M +$438K +4,537 +15%
SCM
173
Steward Capital Management
Michigan
$3.39M
Ameriprise
174
Ameriprise
Minnesota
$3.35M -$311K -3,221 -8%
SI
175
SII Investments
Wisconsin
$3.32M +$1.23M +13,651 +59%