iShares Russell 1000 Value ETF
IWD
1,151 hedge funds and large institutions have $34.4B invested in iShares Russell 1000 Value ETF in 2020 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 398 increasing their positions, 310 reducing their positions, and 47 closing their positions.
366% more first-time investments, than exits
New positions opened: 219 | Existing positions closed: 47
43% more call options, than puts
Call options by funds: $214M | Put options by funds: $149M
28% more repeat investments, than reductions
Existing positions increased: 398 | Existing positions reduced: 310
21% more capital invested
Capital invested by funds: $28.5B → $34.4B (+$5.94B)
15% more funds holding
Funds holding: 1,000 → 1,151 (+151)
13% more funds holding in top 10
Funds holding in top 10: 71 → 80 (+9)
0.39% less ownership
Funds ownership: 78.62% → 78.23% (-0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$439M |
| 2 |
BlackRock
New York
|
+$319M |
| 3 |
JP Morgan Chase
New York
|
+$132M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$131M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$99.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$395M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$182M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$131M |
| 4 |
HCC
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
-$36.1M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$34.7M |
IWD Hedge Fund Activity: Q4 2020 in Review
1,151 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2020, worth a combined $34.4B — up 21% from $28.5B a quarter earlier.
Buyers outnumbered sellers: 219 funds opened new IWD positions and 47 closed out — a net gain of 172 holders — while 398 added to existing stakes and 310 trimmed.
The largest buyer was Bank of America, adding an estimated $439M. The largest seller was American Century Companies, cutting an estimated $395M.
- 1,151 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2020, up from 1,000 in Q3 2020.
- Funds reported $34.4B of iShares Russell 1000 Value ETF stock for Q4 2020, up 21% quarter-over-quarter.
- 219 funds opened new iShares Russell 1000 Value ETF positions in Q4 2020 and 47 closed out, a net change of +172 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q4 2020 was Bank of America, an estimated $439M added.
- The largest iShares Russell 1000 Value ETF seller in Q4 2020 was American Century Companies, an estimated $395M sold.
Based on aggregated 13F filings for Q4 2020.