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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

371 hedge funds and large institutions have $63.5B invested in iShares Russell 1000 Value ETF in 2013 Q2 according to their latest regulatory filings, with 371 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+371
Holders Change %
–
% of All Funds
12.11%
Holding in Top 10
68
Holding in Top 10 Change
+68
Holding in Top 10 Change %
%
% of All Funds
2.22%
New
371
Increased
–
Reduced
–
Closed
–
Calls
$14.7M
Puts
$536K
Net Calls
+$14.2M
Net Calls Change
+$14.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
201
Denver Investment Advisors
Colorado
$1.46M +$1.46M +17,378 New
PFA
202
Pure Financial Advisors
California
$1.42M +$1.42M +16,895 New
KFS
203
KMS Financial Services
Washington
$1.41M +$1.41M +16,773 New
MFS
204
MSI Financial Services
Massachusetts
$1.37M +$1.37M +16,288 New
BPB
205
Badgley, Phelps & Bell
Washington
$1.35M +$1.35M +16,086 New
Rafferty Asset Management
206
Rafferty Asset Management
New York
$1.29M +$1.29M +15,425 New
Nomura Holdings
207
Nomura Holdings
Japan
$1.23M +$1.23M +14,600 New
FIAS
208
FinTrust Investment Advisory Services
South Carolina
$1.23M +$1.23M +14,649 New
BP
209
Ballentine Partners
Massachusetts
$1.21M +$1.21M +14,455 New
KCG
210
Knight Capital Group
$1.2M +$1.2M +14,369 New
RCM
211
Rivernorth Capital Management
Florida
$1.19M +$1.19M +14,146 New
FAAS
212
First Allied Advisory Services
California
$1.18M +$1.18M +14,083 New
RBC
213
Ronald Blue & Co
Georgia
$1.15M +$1.15M +13,719 New
LFG
214
LifePlan Financial Group
Ohio
$1.12M +$1.12M +13,394 New
Millennium Management
215
Millennium Management
New York
$1.12M +$1.12M +13,345 New
WTIM
216
Wilmington Trust Investment Management
Delaware
$1.11M +$1.11M +13,221 New
KTC
217
Kistler-Tiffany Companies
Pennsylvania
$1.1M +$1.1M +13,149 New
SC
218
Savant Capital
Illinois
$1.08M +$1.08M +12,924 New
FPTW
219
Franklin, Parlapiano, Turner & Welch
Texas
$1.07M +$1.07M +12,768 New
CWM
220
Concert Wealth Management
California
$1.06M +$1.06M +12,604 New
GF
221
Gerstein Fisher
New York
$983K +$983K +11,730 New
OC
222
Oppenheimer & Co
New York
$977K +$977K +11,664 New
TCM
223
Texan Capital Management
Texas
$932K +$932K +11,122 New
DDPIC
224
Deroy & Devereaux Private Investment Counsel
Michigan
$876K +$876K +10,453 New
Aristotle Capital Management
225
Aristotle Capital Management
California
$855K +$855K +10,200 New
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