IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

432 hedge funds and large institutions have $12.8B invested in iShares Russell 1000 Value ETF in 2013 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 186 increasing their positions, 112 reducing their positions, and 15 closing their positions.

Holders
432
Holders Change
+54
Holders Change %
+14.29%
% of All Funds
12.55%
Holding in Top 10
72
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.13%
% of All Funds
2.09%
New
75
Increased
186
Reduced
112
Closed
15
Calls
$5.41M
Puts
$12.6M
Net Calls
-$7.17M
Net Calls Change
+$31.5M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$529M
2
MAA
2
Managed Account Advisors
New Jersey
$249M
3
WPW
3
Waldron Private Wealth
Pennsylvania
$56.5M
4
William Blair & Company
4
William Blair & Company
Illinois
$101M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.25B

Top Sellers

1
AIG
1
American International Group
New York
$5.66M
2
CB
2
Commerce Bank
Missouri
$294M
3
CC
3
Curian Capital
Colorado
$115M
4
VF
4
Virtu Financial
New York
$24.5M
5
CI
5
Cowen Inc
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EFS
1
Edelman Financial Services
Virginia
$1.42B 15,107,041 +239,349 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.25B 13,281,717 +539,157 +4%
Bank of America
3
Bank of America
North Carolina
$916M 9,722,477 +249,606 +3%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$727M 7,723,151 +421,889 +6%
Wells Fargo
5
Wells Fargo
California
$529M 5,615,573 +73,691 +1%
Goldman Sachs
6
Goldman Sachs
New York
$529M 5,612,451 +784,214 +16%
Morgan Stanley
7
Morgan Stanley
New York
$507M 5,387,661 +33,347 +0.6%
RJA
8
Raymond James & Associates
Florida
$329M 3,492,577 +304,842 +10%
SB
9
Suntrust Banks
Georgia
$319M 3,382,284 +52,829 +2%
CB
10
Commerce Bank
Missouri
$294M 3,126,246 -1,230,100 -28%
TCT
11
TIAA CREF Trust
Missouri
$275M 2,919,164 +70,843 +2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$249M 2,644,115 +19,685 +0.8%
MAA
13
Managed Account Advisors
New Jersey
$249M 2,642,983 +691,866 +35%
U
14
UBS
Switzerland
$233M 2,476,797 +271,435 +12%
USAA
15
United Services Automobile Association
Texas
$216M 2,294,112 +1,463 +0.1%
CM
16
Churchill Management
California
$214M 2,269,241 -38,571 -2%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$204M 2,163,150 -147,717 -6%
PPA
18
Parametric Portfolio Associates
Washington
$201M 2,131,504 +450,061 +27%
SF
19
Synovus Financial
Georgia
$191M 2,025,442 +4,061 +0.2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$187M 1,989,015 +181,445 +10%
BDF
21
Balasa Dinverno & Foltz
$133M 1,413,103 +3,568 +0.3%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$122M 1,293,538 +41,898 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$118M 1,248,986 -12,497 -1%
B
24
Baird
Wisconsin
$116M 1,233,081 +111,025 +10%
LPL Financial
25
LPL Financial
California
$115M 1,222,790 +50,346 +4%
1
2 3 4 5