iShares Russell 1000 Value ETF
435 hedge funds and large institutions have $13.3B invested in iShares Russell 1000 Value ETF in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 137 reducing their positions, and 37 closing their positions.
72% more call options, than puts
Call options by funds: $4.26M | Put options by funds: $2.47M
25% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 137
16% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 37
6% more funds holding in top 10
Funds holding in top 10: 72 → 76 (+4)
4% more capital invested
Capital invested by funds: $12.8B → $13.3B (+$466M)
1% more funds holding
Funds holding: 432 → 435 (+3)
0.69% more ownership
Funds ownership: 61.89% → 62.57% (+0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$93.5M |
| 2 |
CC
Curian Capital
Denver,
Colorado
|
+$63M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$59.6M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$50.1M |
| 5 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$47.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$201M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$114M |
| 3 |
CM
Churchill Management
Los Angeles,
California
|
-$109M |
| 4 |
Morgan Stanley
New York
|
-$65.8M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$63.2M |
IWD Hedge Fund Activity: Q1 2014 in Review
435 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q1 2014, worth a combined $13.3B — up 3.6% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new IWD positions and 37 closed out — a net gain of 6 holders — while 171 added to existing stakes and 137 trimmed.
The largest buyer was Horizon Investments, adding an estimated $93.5M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $201M sold.
- 435 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q1 2014, up from 432 in Q4 2013.
- Funds reported $13.3B of iShares Russell 1000 Value ETF stock for Q1 2014, up 3.6% quarter-over-quarter.
- 43 funds opened new iShares Russell 1000 Value ETF positions in Q1 2014 and 37 closed out, a net change of +6 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q1 2014 was Horizon Investments, an estimated $93.5M added.
- The largest iShares Russell 1000 Value ETF seller in Q1 2014 was Parametric Portfolio Associates, an estimated $201M sold.
Based on aggregated 13F filings for Q1 2014.