IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

505 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 194 increasing their positions, 163 reducing their positions, and 44 closing their positions.

Holders
505
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
14.11%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
2.32%
New
45
Increased
194
Reduced
163
Closed
44
Calls
$3.3M
Puts
$12.3M
Net Calls
-$8.99M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.8B
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$298M
3
Goldman Sachs
3
Goldman Sachs
New York
$792M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.04B
5
WKKFT
5
W.K. Kellogg Foundation Trust
Michigan
$54.2M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$8.76M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.38B
3
Citigroup
3
Citigroup
New York
$18.6M
4
AssetMark Inc
4
AssetMark Inc
California
$12.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$95.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.8B 19,306,521 +6,059,162 +46%
EFS
2
Edelman Financial Services
Virginia
$1.61B 17,311,464 +464,543 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.38B 14,766,295 -2,577,902 -15%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.04B 11,134,620 +687,589 +7%
Goldman Sachs
5
Goldman Sachs
New York
$792M 8,494,918 +1,157,099 +16%
Wells Fargo
6
Wells Fargo
California
$525M 5,625,784 -185,055 -3%
RJA
7
Raymond James & Associates
Florida
$492M 5,271,030 +323,400 +7%
Morgan Stanley
8
Morgan Stanley
New York
$490M 5,254,408 +233,685 +5%
SB
9
Suntrust Banks
Georgia
$413M 4,426,807 +128,989 +3%
TCT
10
TIAA CREF Trust
Missouri
$350M 3,751,938 +223,571 +6%
UBS Group
11
UBS Group
Switzerland
$335M 3,590,456 -399,118 -10%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$308M 3,296,686 +1,950 +0.1%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$298M 3,194,100 +3,194,100 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$297M 3,187,606 +193,760 +6%
SF
15
Synovus Financial
Georgia
$220M 2,359,398 +134,344 +6%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$202M 2,167,021 +103,110 +5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$191M 2,049,926 +60,317 +3%
CB
18
Commerce Bank
Missouri
$172M 1,845,465 -115,490 -6%
LPL Financial
19
LPL Financial
California
$143M 1,479,117 +50,954 +4%
M&T Bank
20
M&T Bank
New York
$140M 1,503,477 -51,713 -3%
CC
21
Curian Capital
Colorado
$138M 1,481,736 -144,076 -9%
ECM
22
ETrade Capital Management
Virginia
$137M 1,468,945 +53,646 +4%
SI
23
Stephens Inc
Arkansas
$105M 1,129,600 +1,025 +0.1%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$95.2M 1,020,272 -819,958 -45%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$86.4M 926,481 +565,080 +156%
1
2 3 4 5