iShares Russell 1000 Value ETF
IWD
955 hedge funds and large institutions have $27B invested in iShares Russell 1000 Value ETF in 2018 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 371 increasing their positions, 228 reducing their positions, and 75 closing their positions.
144% more call options, than puts
Call options by funds: $25.8M | Put options by funds: $10.5M
137% more first-time investments, than exits
New positions opened: 178 | Existing positions closed: 75
63% more repeat investments, than reductions
Existing positions increased: 371 | Existing positions reduced: 228
20% more funds holding in top 10
Funds holding in top 10: 94 → 113 (+19)
11% more funds holding
Funds holding: 859 → 955 (+96)
0.14% less ownership
Funds ownership: 72.39% → 72.25% (-0.14%)
1% less capital invested
Capital invested by funds: $27.4B → $27B (-$376M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$2.15B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.11B |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$376M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$279M |
| 5 |
KPAG
KLS Professional Advisors Group
New York
|
+$269M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.66B |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$106M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$54.9M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$28.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$23M |
IWD Hedge Fund Activity: Q4 2018 in Review
955 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2018, worth a combined $27B — down 1.4% from $27.4B a quarter earlier.
Buyers outnumbered sellers: 178 funds opened new IWD positions and 75 closed out — a net gain of 103 holders — while 371 added to existing stakes and 228 trimmed.
The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $2.15B. The largest seller was Envestnet Asset Management, cutting an estimated $1.66B.
- 955 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2018, up from 859 in Q3 2018.
- Funds reported $27B of iShares Russell 1000 Value ETF stock for Q4 2018, down 1.4% quarter-over-quarter.
- 178 funds opened new iShares Russell 1000 Value ETF positions in Q4 2018 and 75 closed out, a net change of +103 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $2.15B added.
- The largest iShares Russell 1000 Value ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $1.66B sold.
Based on aggregated 13F filings for Q4 2018.