IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

604 hedge funds and large institutions have $20B invested in iShares Russell 1000 Value ETF in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 227 increasing their positions, 198 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+8
Holders Change %
+1.34%
% of All Funds
16.14%
Holding in Top 10
93
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.68%
% of All Funds
2.49%
New
57
Increased
227
Reduced
198
Closed
38
Calls
$25.2M
Puts
$23.3M
Net Calls
+$1.91M
Net Calls Change
-$32.6M

Top Buyers

1
BL
Balentine LLC
Georgia
$345M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.93B
3
PPA
Parametric Portfolio Associates
Washington
$287M
4
TA
Teachers Advisors
New York
$104M
5
RJA
Raymond James & Associates
Florida
$713M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$46M
2
BIT
BlackRock Institutional Trust
California
$17.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$1.27B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$249K
5
SB
Suntrust Banks
Georgia
$444M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
151
One Capital Management
California
$8.02M +$300K +2,836 +4%
William Blair & Company
152
William Blair & Company
Illinois
$8.01M +$447K +4,230 +6%
LPL Financial
153
LPL Financial
California
$7.87M -$4.93M -46,740 -39%
JFGIW
154
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.83M -$1.04M -9,807 -12%
LNC
155
Lincoln National Corp
Pennsylvania
$7.76M +$376K +3,563 +5%
HS
156
Horan Securities
United States
$7.46M +$1.03M +9,828 +16%
Citadel Advisors
157
Citadel Advisors
Florida
$7.45M -$8.29M -78,495 -53%
AT
158
Arden Trust
Delaware
$7.38M +$7.38M +69,884 New
TC
159
Telemus Capital
Michigan
$7.29M +$78.1K +739 +1%
BPB
160
Badgley, Phelps & Bell
Washington
$7.22M +$1.06M +10,046 +17%
NYLIM
161
New York Life Investment Management
New York
$7.2M +$6.78M +64,165 +1,613%
AWMG
162
Alliance Wealth Management Group
New Jersey
$7.11M -$292K -2,771 -4%
AL
163
Aspiriant LLC
California
$6.93M -$117K -1,112 -2%
UB
164
UMB Bank
Missouri
$6.62M -$255K -2,418 -4%
Boston Partners
165
Boston Partners
Massachusetts
$6.58M +$4.78M +45,294 +266%
SIM
166
SSI Investment Management
California
$6.42M +$117K +1,111 +2%
KP
167
Keel Point
Alabama
$6.38M +$6.38M +60,381 New
WSFS
168
Wilmington Savings Fund Society
Delaware
$6.3M -$10.6K -100 -0.2%
MWM
169
Merriman Wealth Management
Washington
$6.29M +$5.92M +56,062 +1,610%
OC
170
Oppenheimer & Co
New York
$6.11M +$1.12M +10,642 +23%
HFS
171
HL Financial Services
Kentucky
$6M -$169K -1,597 -3%
SG Americas Securities
172
SG Americas Securities
New York
$5.98M +$5.44M +51,500 +1,005%
FA
173
FC Advisory
Pennsylvania
$5.96M +$126K +1,189 +2%
SI
174
SII Investments
Wisconsin
$5.78M -$51.2K -484 -0.9%
FAAS
175
First Allied Advisory Services
California
$5.73M +$427K +4,040 +8%
5 6
7
8 9