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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

459 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 187 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
13.33%
Holding in Top 10
79
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.25%
% of All Funds
2.29%
New
38
Increased
187
Reduced
136
Closed
27
Calls
$3.91M
Puts
$7.88M
Net Calls
-$3.96M
Net Calls Change
-$16M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$315M
2
M&T Bank
2
M&T Bank
New York
$152M
3
CC
3
Curian Capital
Colorado
$302M
4
EFS
4
Edelman Financial Services
Virginia
$1.64B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$917M

Top Sellers

1
AG
1
Appleton Group
Wisconsin
$10.5M
2
BDF
2
Balasa Dinverno & Foltz
$87.1M
3
CB
3
Commerce Bank
Missouri
$220M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$10.3M
5
William Blair & Company
5
William Blair & Company
Illinois
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
IH
151
IFC Holdings
Florida
$6.02M +$901 +9 +0%
CCWA
152
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.97M -$218K -2,175 -4%
GT
153
Glenmede Trust
Pennsylvania
$5.9M -$32.3K -323 -0.5%
CFS
154
Community Financial System
New York
$5.81M -$36.7K -367 -0.6%
AMG
155
Asset Management Group
Connecticut
$5.8M -$135K -1,344 -2%
IAA
156
Ironsides Asset Advisors
North Carolina
$5.76M – – –
LNC
157
Lincoln National Corp
Pennsylvania
$5.67M +$118K +1,180 +2%
P
158
Pitcairn
Pennsylvania
$5.46M – – –
WSFS
159
Wilmington Savings Fund Society
Delaware
$5.35M -$206K -2,054 -4%
BTS
160
BB&T Securities
Virginia
$5.35M +$1.48M +1,478 +38%
RTS
161
Round Table Services
New Jersey
$5.32M -$57.1K -571 -1%
CK
162
Carnick & Kubik
Colorado
$5.25M +$147K +1,471 +3%
NL
163
NWAM LLC
Washington
$5.17M +$22K +220 +0.4%
ABC
164
Associated Banc-Corp
Wisconsin
$5.01M -$126K -1,255 -2%
ASN
165
Advisory Services Network
Georgia
$4.89M +$11.7K +117 +0.2%
BOS
166
Bingham Osborn & Scarborough
California
$4.88M +$106K +1,060 +2%
TCM
167
Twele Capital Management
Minnesota
$4.84M – – –
1IA
168
1834 Investment Advisors
Wisconsin
$4.59M +$20K +200 +0.4%
SI
169
SII Investments
Wisconsin
$4.54M +$110K +1,101 +2%
1SB
170
1ST Source Bank
Indiana
$4.46M +$635K +6,343 +17%
OC
171
Oppenheimer & Co
New York
$4.35M +$2.84M +28,355 +188%
Barclays
172
Barclays
United Kingdom
$4.23M +$761K +7,594 +22%
WSTAM
173
Wilbanks Smith & Thomas Asset Management
Virginia
$4.11M +$19K +190 +0.5%
WT
174
Whittier Trust
California
$3.96M -$1K -10 -0%
I2I
175
Insight 2811 Inc
Illinois
$3.92M +$89K +889 +2%
5 6
7
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