iShares Russell 1000 Value ETF
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.
400% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 15
66% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 112
16% more funds holding in top 10
Funds holding in top 10: 62 → 72 (+10)
14% more funds holding
Funds holding: 378 → 432 (+54)
10% more capital invested
Capital invested by funds: $11.7B → $12.8B (+$1.18B)
0.43% more ownership
Funds ownership: 61.45% → 61.89% (+0.43%)
57% less call options, than puts
Call options by funds: $5.41M | Put options by funds: $12.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$71.1M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$62.7M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$50.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$48.9M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$40.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
-$235M |
| 2 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$112M |
| 3 |
CC
Curian Capital
Denver,
Colorado
|
-$53M |
| 4 |
VF
Virtu Financial
New York
|
-$44.7M |
| 5 |
CI
Cowen Inc
New York
|
-$42.3M |
IWD Hedge Fund Activity: Q4 2013 in Review
432 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2013, worth a combined $12.8B — up 10% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new IWD positions and 15 closed out — a net gain of 60 holders — while 186 added to existing stakes and 112 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $71.1M. The largest seller was American International Group, cutting an estimated $235M.
- 432 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2013, up from 378 in Q3 2013.
- Funds reported $12.8B of iShares Russell 1000 Value ETF stock for Q4 2013, up 10% quarter-over-quarter.
- 75 funds opened new iShares Russell 1000 Value ETF positions in Q4 2013 and 15 closed out, a net change of +60 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q4 2013 was Goldman Sachs, an estimated $71.1M added.
- The largest iShares Russell 1000 Value ETF seller in Q4 2013 was American International Group, an estimated $235M sold.
Based on aggregated 13F filings for Q4 2013.