We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF

507 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 166 increasing their positions, 198 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $8.16M

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

0.24% more ownership

Funds ownership: 62.99%63.23% (+0.24%)

0% more capital invested

Capital invested by funds: $16.3B → $16.3B (+$31.2M)

0% more funds holding

Funds holding: 507507 (0)

0% more funds holding in top 10

Funds holding in top 10: 8585 (0)

16% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 198

Holders
507
Holders Change
Holders Change %
0%
% of All Funds
13.66%
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.29%
New
41
Increased
166
Reduced
198
Closed
34
Calls
$16.4M
Puts
$8.16M
Net Calls
+$8.27M
Net Calls Change
+$9.85M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
176
SSI Investment Management
California
$4.22M +$4.29M +40,946 New
SIA
177
Starfire Investment Advisers
Michigan
$4.11M +$79.2K +755 +2%
FUBT
178
First United Bank & Trust
Maryland
$4.08M +$20.4K +195 +0.5%
MA
179
MUFG Americas
New York
$4M -$215K -2,047 -5%
CNB
180
City National Bank
California
$3.99M +$3.15M +29,992 +345%
WT
181
Whittier Trust
California
$3.98M -$93.2K -889 -2%
I2I
182
Insight 2811 Inc
Illinois
$3.96M +$40.6K +387 +1%
SCG
183
Sonata Capital Group
Washington
$3.85M -$131K -1,246 -3%
JHC
184
JFB Holdings Corp
Georgia
$3.84M +$569K +5,429 +17%
WSTAM
185
Wilbanks Smith & Thomas Asset Management
Virginia
$3.67M -$372K -3,546 -9%
GA
186
GFS Advisors
Texas
$3.65M +$288K +2,745 +8%
CWA
187
Convergent Wealth Advisors
Maryland
$3.65M +$3.4M +32,400 +1,091%
RTS
188
Round Table Services
New Jersey
$3.58M -$168K -1,602 -4%
BPB
189
Badgley, Phelps & Bell
Washington
$3.55M +$172K +1,640 +5%
Kayne Anderson Rudnick Investment Management
190
Kayne Anderson Rudnick Investment Management
California
$3.54M +$686K +6,545 +24%
DIA
191
Denver Investment Advisors
Colorado
$3.51M +$354K +3,377 +11%
JFG
192
JMG Financial Group
Illinois
$3.49M +$18.6K +177 +0.5%
ICOA
193
Investment Centers of America
North Dakota
$3.49M -$46.9K -447 -1%
FFC
194
First Financial Corp
Indiana
$3.41M -$12.4K -118 -0.4%
AWP
195
Ascent Wealth Partners
New York
$3.4M +$15.4K +147 +0.4%
SWP
196
Stratos Wealth Partners
Ohio
$3.02M -$668K -6,374 -18%
FIMS
197
FBL Investment Management Services
Iowa
$3.02M -$396K -3,779 -11%
HA
198
Harfst & Associates
Wyoming
$2.96M +$3.01M +28,683 New
WTC
199
WhitTier Trust Company
Nevada
$2.92M -$4.21M -40,160 -59%
DMC
200
Drexel Morgan & Co
Pennsylvania
$2.91M -$1.32M -12,594 -31%