IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

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.

Holders
507
Holders Change
–
Holders Change %
0%
% of All Funds
13.67%
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

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$213M
2
AssetMark Inc
2
AssetMark Inc
California
$109M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.79B
4
William Blair & Company
4
William Blair & Company
Illinois
$300M
5
BIT
5
BlackRock Institutional Trust
California
$77M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$27.8M
2
CM
2
Churchill Management
California
$58.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$18.2M
4
CC
4
Curian Capital
Colorado
$168M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$37.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SIM
176
SSI Investment Management
California
$4.22M 40,946 +40,946 New
SIA
177
Starfire Investment Advisers
Michigan
$4.11M 39,889 +755 +2%
FUBT
178
First United Bank & Trust
Maryland
$4.08M 39,507 +195 +0.5%
MA
179
MUFG Americas
New York
$4M 38,745 -2,047 -5%
CNB
180
City National Bank
California
$3.99M 38,684 +29,992 +345%
WT
181
Whittier Trust
California
$3.98M 38,549 -889 -2%
I2I
182
Insight 2811 Inc
Illinois
$3.96M 38,419 +387 +1%
SCG
183
Sonata Capital Group
Washington
$3.85M 37,273 -1,246 -3%
JHC
184
JFB Holdings Corp
Georgia
$3.84M 37,224 +5,429 +17%
WSTAM
185
Wilbanks Smith & Thomas Asset Management
Virginia
$3.67M 35,577 -3,546 -9%
GA
186
GFS Advisors
Texas
$3.66M 35,434 +2,745 +8%
CWA
187
Convergent Wealth Advisors
Maryland
$3.65M 35,371 +32,400 +1,091%
RTS
188
Round Table Services
New Jersey
$3.58M 34,698 -1,602 -4%
BPB
189
Badgley, Phelps & Bell
Washington
$3.55M 34,446 +1,640 +5%
Kayne Anderson Rudnick Investment Management
190
Kayne Anderson Rudnick Investment Management
California
$3.54M 34,323 +6,545 +24%
DIA
191
Denver Investment Advisors
Colorado
$3.51M 34,053 +3,377 +11%
JFG
192
JMG Financial Group
Illinois
$3.49M 33,845 +177 +0.5%
ICOA
193
Investment Centers of America
North Dakota
$3.49M 33,816 -447 -1%
FFC
194
First Financial Corp
Indiana
$3.41M 33,089 -118 -0.4%
AWP
195
Ascent Wealth Partners
New York
$3.4M 33,005 +147 +0.4%
SWP
196
Stratos Wealth Partners
Ohio
$3.02M 29,319 -6,374 -18%
FIMS
197
FBL Investment Management Services
Iowa
$3.02M 29,245 -3,779 -11%
HA
198
Harfst & Associates
Wyoming
$2.96M 28,683 +28,683 New
WTC
199
WhitTier Trust Company
Nevada
$2.92M 28,331 -40,160 -59%
DMC
200
Drexel Morgan & Co
Pennsylvania
$2.91M 28,243 -12,594 -31%
6 7
8
9 10