iShares Russell 1000 Value ETF
959 hedge funds and large institutions have $26.5B invested in iShares Russell 1000 Value ETF in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 275 increasing their positions, 380 reducing their positions, and 82 closing their positions.
21% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 82
0% more funds holding
Funds holding: 956 → 959 (+3)
2% less capital invested
Capital invested by funds: $27B → $26.5B (-$478M)
2% less call options, than puts
Call options by funds: $36.7M | Put options by funds: $37.4M
2.18% less ownership
Funds ownership: 72.25% → 70.07% (-2.2%)
15% less funds holding in top 10
Funds holding in top 10: 113 → 96 (-17)
28% less repeat investments, than reductions
Existing positions increased: 275 | Existing positions reduced: 380
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
+$176M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$105M |
| 3 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
+$84.1M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$44.9M |
| 5 |
Goldman Sachs
New York
|
+$44.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$534M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$510M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$277M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$190M |
| 5 |
BlackRock
New York
|
-$187M |
IWD Hedge Fund Activity: Q1 2019 in Review
959 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q1 2019, worth a combined $26.5B — down 1.8% from $27B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new IWD positions and 82 closed out — a net gain of 17 holders — while 275 added to existing stakes and 380 trimmed.
The largest buyer was Jasper Ridge Partners, adding an estimated $176M. The largest seller was TIAA FSB, cutting an estimated $534M.
- 959 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q1 2019, up from 956 in Q4 2018.
- Funds reported $26.5B of iShares Russell 1000 Value ETF stock for Q1 2019, down 1.8% quarter-over-quarter.
- 99 funds opened new iShares Russell 1000 Value ETF positions in Q1 2019 and 82 closed out, a net change of +17 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q1 2019 was Jasper Ridge Partners, an estimated $176M added.
- The largest iShares Russell 1000 Value ETF seller in Q1 2019 was TIAA FSB, an estimated $534M sold.
Based on aggregated 13F filings for Q1 2019.