iShares Russell 1000 Value ETF
713 hedge funds and large institutions have $25.6B invested in iShares Russell 1000 Value ETF in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 246 increasing their positions, 259 reducing their positions, and 41 closing their positions.
169% more call options, than puts
Call options by funds: $26.6M | Put options by funds: $9.9M
51% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 41
7% more capital invested
Capital invested by funds: $23.9B → $25.6B (+$1.68B)
6% more funds holding in top 10
Funds holding in top 10: 95 → 101 (+6)
4.89% more ownership
Funds ownership: 65.13% → 70.02% (+4.9%)
2% more funds holding
Funds holding: 697 → 713 (+16)
5% less repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 259
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.82B |
| 2 |
Citigroup
New York
|
+$206M |
| 3 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
+$92.2M |
| 4 |
GLI
Guardian Life Insurance
New York
|
+$70.5M |
| 5 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$359M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$160M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$160M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$127M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$75.3M |
IWD Hedge Fund Activity: Q3 2017 in Review
713 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q3 2017, worth a combined $25.6B — up 7% from $23.9B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new IWD positions and 41 closed out — a net gain of 21 holders — while 246 added to existing stakes and 259 trimmed.
The largest buyer was Bank of America, adding an estimated $1.82B. The largest seller was American Century Companies, cutting an estimated $359M.
- 713 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q3 2017, up from 697 in Q2 2017.
- Funds reported $25.6B of iShares Russell 1000 Value ETF stock for Q3 2017, up 7% quarter-over-quarter.
- 62 funds opened new iShares Russell 1000 Value ETF positions in Q3 2017 and 41 closed out, a net change of +21 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q3 2017 was Bank of America, an estimated $1.82B added.
- The largest iShares Russell 1000 Value ETF seller in Q3 2017 was American Century Companies, an estimated $359M sold.
Based on aggregated 13F filings for Q3 2017.