IWD icon

iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

831 hedge funds and large institutions have $24.5B invested in iShares Russell 1000 Value ETF in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 262 increasing their positions, 342 reducing their positions, and 76 closing their positions.

Holders
831
Holders Change
-25
Holders Change %
-2.92%
% of All Funds
19.07%
Holding in Top 10
105
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-11.02%
% of All Funds
2.41%
New
60
Increased
262
Reduced
342
Closed
76
Calls
$39.3M
Puts
$47.2M
Net Calls
-$7.95M
Net Calls Change
-$46.6M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$185M
2
Citigroup
2
Citigroup
New York
$371M
3
TA
3
Teachers Advisors
New York
$133M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$76.3M
5
TF
5
TIAA FSB
Florida
$873M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
EFS
2
Edelman Financial Services
Virginia
$2.08B
3
American Century Companies
3
American Century Companies
Missouri
$450M
4
Bank of America
4
Bank of America
North Carolina
$4.35B
5
BlackRock
5
BlackRock
New York
$242M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.35B 36,235,011 -1,560,289 -4%
EFS
2
Edelman Financial Services
Virginia
$2.08B 17,304,067 -3,381,661 -16%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.65B 13,720,433 +47,850 +0.3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.61B 13,385,101 -13,690,441 -51%
Goldman Sachs
5
Goldman Sachs
New York
$1.15B 9,612,437 -39,320 -0.4%
Morgan Stanley
6
Morgan Stanley
New York
$880M 7,334,484 +14,975 +0.2%
TF
7
TIAA FSB
Florida
$873M 7,280,742 +263,392 +4%
UBS Group
8
UBS Group
Switzerland
$611M 5,090,430 -4,194 -0.1%
Wells Fargo
9
Wells Fargo
California
$557M 4,643,107 -410,621 -8%
American Century Companies
10
American Century Companies
Missouri
$450M 3,752,159 -2,966,111 -44%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$434M 3,621,303 -270,876 -7%
RJA
12
Raymond James & Associates
Florida
$414M 3,448,749 -104,899 -3%
SF
13
Synovus Financial
Georgia
$385M 3,207,066 +111,906 +4%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$374M 3,114,396 -64,203 -2%
Citigroup
15
Citigroup
New York
$371M 3,094,310 +648,807 +27%
SB
16
Suntrust Banks
Georgia
$334M 2,780,232 -289,897 -9%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$332M 2,769,552 +97,037 +4%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$295M 2,462,800 +45,350 +2%
M&T Bank
19
M&T Bank
New York
$290M 2,418,140 +65,129 +3%
BlackRock
20
BlackRock
New York
$242M 2,015,415 -1,245,716 -38%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$234M 1,973,440 -89,024 -4%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$188M 1,569,040 -37,236 -2%
Boston Partners
23
Boston Partners
Massachusetts
$185M 1,544,869 +1,516,838 +5,411%
LPL Financial
24
LPL Financial
California
$180M 1,504,001 +67,030 +5%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$168M 1,399,814 -71,047 -5%
1
2 3 4 5