IWD icon

iShares Russell 1000 Value ETF

453 hedge funds and large institutions have $14.4B invested in iShares Russell 1000 Value ETF in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 187 increasing their positions, 137 reducing their positions, and 28 closing their positions.

Holders
453
Holders Change
+18
Holders Change %
+4.14%
% of All Funds
13.03%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
2.3%
New
49
Increased
187
Reduced
137
Closed
28
Calls
$16.1M
Puts
$4.02M
Net Calls
+$12.1M
Net Calls Change
+$10.3M
Name Market Value Shares Shares
Change
Shares
Change %
EFS
1
Edelman Financial Services
Virginia
$1.62B 15,952,908 +334,808 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.44B 14,200,557 +445,040 +3%
Bank of America
3
Bank of America
North Carolina
$1.18B 11,638,663 +1,707,567 +17%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$883M 8,720,066 +461,850 +6%
Goldman Sachs
5
Goldman Sachs
New York
$624M 6,160,415 +197,727 +3%
Wells Fargo
6
Wells Fargo
California
$568M 5,612,524 -243,806 -4%
Morgan Stanley
7
Morgan Stanley
New York
$488M 4,814,732 +129,411 +3%
RJA
8
Raymond James & Associates
Florida
$398M 3,927,788 +244,688 +7%
SB
9
Suntrust Banks
Georgia
$356M 3,513,154 +89,341 +3%
TCT
10
TIAA CREF Trust
Missouri
$307M 3,029,974 +121,660 +4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$280M 2,766,629 +27,804 +1%
U
12
UBS
Switzerland
$271M 2,671,232 +80,836 +3%
CB
13
Commerce Bank
Missouri
$244M 2,406,216 -393,579 -14%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$232M 2,294,504 +183,622 +9%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$217M 2,146,992 -145,712 -6%
MAA
16
Managed Account Advisors
New Jersey
$215M 2,120,360 +151,583 +8%
SF
17
Synovus Financial
Georgia
$213M 2,098,856 +12,573 +0.6%
CC
18
Curian Capital
Colorado
$205M 2,024,509 +125,445 +7%
William Blair & Company
19
William Blair & Company
Illinois
$185M 1,831,691 +269,403 +17%
BDF
20
Balasa Dinverno & Foltz
$147M 1,452,834 +18,821 +1%
USAA
21
United Services Automobile Association
Texas
$145M 1,432,951 -957,023 -40%
CM
22
Churchill Management
California
$142M 1,402,383 +301,125 +27%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$135M 1,336,541 +33,075 +3%
B
24
Baird
Wisconsin
$135M 1,334,920 +101,258 +8%
LPL Financial
25
LPL Financial
California
$124M 1,224,909 +23,222 +2%