IWD icon

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.

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

1
EFS
1
Edelman Financial Services
Virginia
$1.22B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.02B
3
Bank of America
3
Bank of America
North Carolina
$701M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$565M
5
Wells Fargo
5
Wells Fargo
California
$479M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JOYN Advisors
Georgia
– – – –
EFS
2
Edelman Financial Services
Virginia
$1.22B 14,528,571 +14,528,571 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.02B 12,201,481 +12,201,481 New
Bank of America
4
Bank of America
North Carolina
$701M 8,369,609 +8,369,609 New
Jones Financial Companies
5
Jones Financial Companies
Missouri
$565M 6,748,156 +6,748,156 New
Wells Fargo
6
Wells Fargo
California
$479M 5,721,806 +5,721,806 New
Morgan Stanley
7
Morgan Stanley
New York
$440M 5,247,447 +5,247,447 New
Goldman Sachs
8
Goldman Sachs
New York
$380M 4,539,090 +4,539,090 New
CB
9
Commerce Bank
Missouri
$369M 4,399,846 +4,399,846 New
RJA
10
Raymond James & Associates
Florida
$263M 3,137,017 +3,137,017 New
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$263M 3,137,037 +3,137,037 New
SB
12
Suntrust Banks
Georgia
$259M 3,087,200 +3,087,200 New
TCT
13
TIAA CREF Trust
Missouri
$229M 2,733,486 +2,733,486 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$226M 2,702,704 +2,702,704 New
Franklin Resources
15
Franklin Resources
California
$199M 2,378,295 +2,378,295 New
CM
16
Churchill Management
California
$195M 2,325,357 +2,325,357 New
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$182M 2,176,680 +2,176,680 New
USAA
18
United Services Automobile Association
Texas
$182M 2,169,010 +2,169,010 New
CC
19
Curian Capital
Colorado
$180M 2,147,473 +2,147,473 New
SF
20
Synovus Financial
Georgia
$173M 2,070,040 +2,070,040 New
U
21
UBS
Switzerland
$172M 2,053,860 +2,053,860 New
MAA
22
Managed Account Advisors
New Jersey
$164M 1,953,799 +1,953,799 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$134M 1,597,343 +1,597,343 New
PPA
24
Parametric Portfolio Associates
Washington
$121M 1,444,893 +1,444,893 New
BDF
25
Balasa Dinverno & Foltz
$118M 1,404,909 +1,404,909 New
1
2 3 4 5