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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 %
IWA
201
Independence Wealth Advisors
Virginia
$5.03M -$135K -1,110 -3%
1IA
202
1834 Investment Advisors
Wisconsin
$5.01M -$10.3K -85 -0.2%
Manulife (Manufacturers Life Insurance)
203
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.83M +$1.51M +12,422 +45%
ABC
204
Associated Banc-Corp
Wisconsin
$4.82M – – –
TA
205
Tiedemann Advisors
New York
$4.74M +$3.93M +32,406 +488%
WT
206
Whittier Trust
California
$4.65M -$60.9K -502 -1%
PPA
207
Parametric Portfolio Associates
Washington
$4.65M +$530K +4,369 +13%
EC
208
Estate Counselors
Wisconsin
$4.55M -$57.1K -470 -1%
SCG
209
Sonata Capital Group
Washington
$4.48M +$76.5K +630 +2%
AG
210
Appleton Group
Wisconsin
$4.47M -$11.9K -98 -0.3%
HCA
211
Harbour Capital Advisors
Virginia
$4.44M -$164K -1,350 -4%
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$4.42M -$15.7M -129,065 -78%
IWM
213
IHT Wealth Management
Illinois
$4.41M -$22K -181 -0.5%
RWP
214
RWA Wealth Partners
Massachusetts
$4.4M +$4.28M +35,227 +3,519%
AW
215
ACG Wealth
Georgia
$4.35M -$237K -1,956 -5%
FCBT
216
First Citizens Bank & Trust
North Carolina
$4.33M +$168K +1,385 +4%
MLICM
217
Metropolitan Life Insurance Company (MetLife)
New York
$4.31M -$2.62M -21,600 -38%
LWA
218
Lenox Wealth Advisors
New York
$4.25M -$295K -2,433 -6%
WTC
219
WhitTier Trust Company
Nevada
$4.25M +$690K +5,685 +19%
CWM
220
Cornerstone Wealth Management
Missouri
$4.19M +$4.16M +504,754 +12,296%
MA
221
MUFG Americas
New York
$4.19M -$537K -4,424 -11%
CB
222
Community Bank
New York
$4.18M -$278K -2,294 -6%
TSS
223
Two Sigma Securities
New York
$4.11M -$1.82M -14,970 -31%
MAS
224
Managed Account Services
Florida
$4.1M -$13.5K -111 -0.3%
IP
225
Investment Partners
Ohio
$4.08M +$289K +2,383 +8%
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