iShares Russell 1000 Value ETF
841 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 241 increasing their positions, 315 reducing their positions, and 36 closing their positions.
53% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 36
1% more funds holding
Funds holding: 831 → 841 (+10)
0.15% more ownership
Funds ownership: 67.66% → 67.82% (+0.15%)
1% less capital invested
Capital invested by funds: $24.5B → $24.3B (-$144M)
11% less funds holding in top 10
Funds holding in top 10: 105 → 93 (-12)
23% less repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 315
72% less call options, than puts
Call options by funds: $13.9M | Put options by funds: $49.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$127M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$119M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$107M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$74.8M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$61.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$186M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$141M |
| 3 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$119M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$85.6M |
| 5 |
TA
Teachers Advisors
New York
|
-$54.7M |
IWD Hedge Fund Activity: Q2 2018 in Review
841 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2018, worth a combined $24.3B — down 0.59% from $24.5B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new IWD positions and 36 closed out — a net gain of 19 holders — while 241 added to existing stakes and 315 trimmed.
The largest buyer was Financial Counselors Inc, adding an estimated $127M. The largest seller was Boston Partners, cutting an estimated $186M.
- 841 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2018, up from 831 in Q1 2018.
- Funds reported $24.3B of iShares Russell 1000 Value ETF stock for Q2 2018, down 0.59% quarter-over-quarter.
- 55 funds opened new iShares Russell 1000 Value ETF positions in Q2 2018 and 36 closed out, a net change of +19 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q2 2018 was Financial Counselors Inc, an estimated $127M added.
- The largest iShares Russell 1000 Value ETF seller in Q2 2018 was Boston Partners, an estimated $186M sold.
Based on aggregated 13F filings for Q2 2018.