iShares Russell 1000 Value ETF
IWD
966 hedge funds and large institutions have $30.3B invested in iShares Russell 1000 Value ETF in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 314 increasing their positions, 366 reducing their positions, and 52 closing their positions.
38% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 52
14% more capital invested
Capital invested by funds: $26.5B → $30.3B (+$3.77B)
7.49% more ownership
Funds ownership: 70.07% → 77.56% (+7.5%)
9% more call options, than puts
Call options by funds: $37.3M | Put options by funds: $34.4M
1% more funds holding
Funds holding: 958 → 966 (+8)
2% less funds holding in top 10
Funds holding in top 10: 96 → 94 (-2)
14% less repeat investments, than reductions
Existing positions increased: 314 | Existing positions reduced: 366
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$2.43B |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$419M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$355M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$80.8M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$40.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$165M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$88.5M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$86.9M |
| 4 |
PAS
Park Avenue Securities
New York
|
-$46.7M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$40.1M |
IWD Hedge Fund Activity: Q2 2019 in Review
966 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2019, worth a combined $30.3B — up 14% from $26.5B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new IWD positions and 52 closed out — a net gain of 20 holders — while 314 added to existing stakes and 366 trimmed.
The largest buyer was Citigroup, adding an estimated $2.43B. The largest seller was VOYA Investment Management, exiting entirely with an estimated $165M sold.
- 966 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2019, up from 958 in Q1 2019.
- Funds reported $30.3B of iShares Russell 1000 Value ETF stock for Q2 2019, up 14% quarter-over-quarter.
- 72 funds opened new iShares Russell 1000 Value ETF positions in Q2 2019 and 52 closed out, a net change of +20 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q2 2019 was Citigroup, an estimated $2.43B added.
- The largest iShares Russell 1000 Value ETF seller in Q2 2019 was VOYA Investment Management, an estimated $165M sold.
Based on aggregated 13F filings for Q2 2019.