IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

841 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 241 increasing their positions, 315 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
19.28%
Holding in Top 10
93
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.43%
% of All Funds
2.13%
New
55
Increased
241
Reduced
315
Closed
36
Calls
$13.9M
Puts
$49.4M
Net Calls
-$35.5M
Net Calls Change
-$27.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$574M
2
Ameriprise
Ameriprise
Minnesota
$152M
3
Bank of America
Bank of America
North Carolina
$4.47B
4
Goldman Sachs
Goldman Sachs
New York
$1.23B
5
SHGA
Sand Hill Global Advisors
California
$53.1M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$1.52M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$299M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
4
William Blair Investment Management
William Blair Investment Management
Illinois
$213M
5
TA
Teachers Advisors
New York
$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
176
NWAM LLC
Washington
$6.51M +$388K +3,197 +6%
BAAM
177
Baker Avenue Asset Management
California
$6.45M -$126K -1,042 -2%
Millennium Management
178
Millennium Management
New York
$6.43M -$3.6M -29,640 -36%
PWM
179
Paulson Wealth Management
Illinois
$6.42M -$101K -834 -2%
AT
180
Arden Trust
Delaware
$6.42M -$289K -2,383 -4%
TL
181
TrueWealth LLC
Georgia
$6.41M +$796K +6,561 +14%
WAM
182
Wealthspire Advisors (Maryland)
Maryland
$6.17M +$38.1K +314 +0.6%
OFG
183
Oxford Financial Group
Indiana
$6.05M +$20.1K +166 +0.3%
Fiera Capital (Canada)
184
Fiera Capital (Canada)
Quebec, Canada
$6M +$4.18M +34,465 +230%
FA
185
FC Advisory
Pennsylvania
$6M +$120K +987 +2%
IAA
186
Ironsides Asset Advisors
North Carolina
$5.97M – – –
CWM
187
Cahaba Wealth Management
Georgia
$5.77M -$109K -885 -2%
AMG
188
Asset Management Group
Connecticut
$5.75M -$59.7K -492 -1%
VFA
189
Valeo Financial Advisors
Indiana
$5.63M +$472K +3,797 +9%
RCAG
190
Rehmann Capital Advisory Group
Michigan
$5.57M +$450K +3,710 +9%
TW
191
Towerpoint Wealth
California
$5.47M -$1.4M -11,518 -20%
I
192
IberiaBank
Louisiana
$5.37M +$2.55M +20,990 +90%
CCWA
193
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.36M -$19.3K -159 -0.4%
EA
194
Edge Advisors
Georgia
$5.3M -$168K -1,383 -3%
BAMG
195
Brand Asset Management Group
Missouri
$5.23M +$5.23M +43,068 New
PCG
196
Private Capital Group
Connecticut
$5.22M -$11.4K -94 -0.2%
HCMT
197
Highland Capital Management (Tennessee)
Tennessee
$5.2M +$208K +1,710 +4%
DW
198
Domani Wealth
Pennsylvania
$5.16M – – –
MIAN
199
Mariner Independent Advisor Network
Kansas
$5.07M -$40M -329,673 -89%
LFG
200
LifePlan Financial Group
Ohio
$5.05M -$78.3K -645 -2%
6 7
8
9 10