IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

955 hedge funds and large institutions have $27B invested in iShares Russell 1000 Value ETF in 2018 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 371 increasing their positions, 228 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+96
Holders Change %
+11.18%
% of All Funds
21.31%
Holding in Top 10
113
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.21%
% of All Funds
2.52%
New
178
Increased
371
Reduced
228
Closed
75
Calls
$25.8M
Puts
$10.5M
Net Calls
+$15.2M
Net Calls Change
+$24.9M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.99B
2
Bank of America
Bank of America
North Carolina
$5.21B
3
American Century Companies
American Century Companies
Missouri
$708M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
5
KPAG
KLS Professional Advisors Group
New York
$250M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$580M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
TF
TIAA FSB
Florida
$634M
4
AllianceBernstein
AllianceBernstein
Tennessee
$28.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
151
Capital Advisors Ltd
Ohio
$12.5M +$313K +2,818 +3%
AIA
152
Alera Investment Advisors
Illinois
$12.4M +$12.4M +111,763 New
PA
153
Prism Advisors
California
$12.2M -$930K -8,373 -7%
RCAMU
154
Rothschild & Co Asset Management US
Connecticut
$12.2M +$11.8M +105,996 +3,017%
ClearBridge Investments
155
ClearBridge Investments
New York
$12.2M +$12.2M +109,437 New
ANTB
156
AMG National Trust Bank
Colorado
$12.1M +$1.09M +9,843 +10%
SWM
157
Segment Wealth Management
Texas
$12M -$3.5M -31,503 -23%
JIC
158
Johnson Investment Counsel
Ohio
$11.9M +$226K +2,039 +2%
QIM
159
Quest Investment Management
Oregon
$11.5M – – –
RM
160
Resource Management
Louisiana
$11.5M +$11.5M +103,513 New
NA
161
Nottingham Advisors
New York
$11.5M +$203K +1,585 +2%
MHI
162
Miller Howard Investments
New York
$11.4M +$11.4M +102,900 New
PI
163
PineBridge Investments
New York
$11.3M +$8.11K +73 +0.1%
GIM
164
Goelzer Investment Management
Indiana
$11M +$1.07M +9,616 +11%
GW
165
GW & Wade
Massachusetts
$11M +$311K +2,803 +3%
CIM
166
Confluence Investment Management
Missouri
$10.7M +$10.5M +94,848 +5,135%
GIA
167
GHP Investment Advisors
Colorado
$10.7M -$184K -1,658 -2%
VCA
168
Verdence Capital Advisors
Maryland
$10.6M +$10.6M +95,125 New
HS
169
Horan Securities
United States
$10.4M +$139K +1,210 +1%
UBS AM
170
UBS AM
Illinois
$10.3M -$1.97M -17,763 -16%
V
171
Veritable
Delaware
$10.2M +$1.19M +10,700 +13%
HSA
172
HBK Sorce Advisory
Pennsylvania
$10.1M +$2.05M +18,461 +25%
EWM
173
Evercore Wealth Management
New York
$10.1M -$436K -3,923 -4%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$10.1M +$262K +2,355 +3%
RTS
175
Round Table Services
New Jersey
$9.86M +$6.42M +57,840 +187%
5 6
7
8 9