iShares Russell 1000 Value ETF
IWD
697 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Value ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 42 closing their positions.
105% more call options, than puts
Call options by funds: $17.5M | Put options by funds: $8.51M
2% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 42
0% more capital invested
Capital invested by funds: $23.9B → $23.9B (+$52.1M)
0.25% less ownership
Funds ownership: 65.37% → 65.13% (-0.25%)
1% less funds holding
Funds holding: 702 → 697 (-5)
4% less funds holding in top 10
Funds holding in top 10: 99 → 95 (-4)
18% less repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 268
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$448M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$305M |
| 3 |
LPL Financial
San Diego,
California
|
+$159M |
| 4 |
G
Gainplan
Bloomfield Hills,
Michigan
|
+$138M |
| 5 |
Goldman Sachs
New York
|
+$71.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$420M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$324M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$274M |
| 4 |
ECM
ETrade Capital Management
Arlington,
Virginia
|
-$198M |
| 5 |
Morgan Stanley
New York
|
-$89.5M |
IWD Hedge Fund Activity: Q2 2017 in Review
697 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2017, worth a combined $23.9B — up 0.22% from $23.9B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new IWD positions and 42 closed out — a net gain of 1 holder — while 220 added to existing stakes and 268 trimmed.
The largest buyer was American Century Companies, adding an estimated $448M. The largest seller was Balentine LLC, cutting an estimated $420M.
- 697 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2017, down from 702 in Q1 2017.
- Funds reported $23.9B of iShares Russell 1000 Value ETF stock for Q2 2017, up 0.22% quarter-over-quarter.
- 43 funds opened new iShares Russell 1000 Value ETF positions in Q2 2017 and 42 closed out, a net change of +1 holder.
- The largest iShares Russell 1000 Value ETF buyer in Q2 2017 was American Century Companies, an estimated $448M added.
- The largest iShares Russell 1000 Value ETF seller in Q2 2017 was Balentine LLC, an estimated $420M sold.
Based on aggregated 13F filings for Q2 2017.