iShares Russell 1000 Value ETF
859 hedge funds and large institutions have $27.4B invested in iShares Russell 1000 Value ETF in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 290 increasing their positions, 294 reducing their positions, and 49 closing their positions.
49% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 49
13% more capital invested
Capital invested by funds: $24.3B → $27.4B (+$3.04B)
4.58% more ownership
Funds ownership: 67.82% → 72.39% (+4.6%)
2% more funds holding
Funds holding: 841 → 859 (+18)
1% more funds holding in top 10
Funds holding in top 10: 93 → 94 (+1)
1% less repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 294
25% less call options, than puts
Call options by funds: $29.6M | Put options by funds: $39.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.15B |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$114M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$103M |
| 4 |
Morgan Stanley
New York
|
+$66.7M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$40.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$188M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$168M |
| 3 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$130M |
| 4 |
TA
Teachers Advisors
New York
|
-$79.9M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$60.3M |
IWD Hedge Fund Activity: Q3 2018 in Review
859 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q3 2018, worth a combined $27.4B — up 13% from $24.3B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new IWD positions and 49 closed out — a net gain of 24 holders — while 290 added to existing stakes and 294 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $2.15B. The largest seller was American Century Companies, cutting an estimated $188M.
- 859 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q3 2018, up from 841 in Q2 2018.
- Funds reported $27.4B of iShares Russell 1000 Value ETF stock for Q3 2018, up 13% quarter-over-quarter.
- 73 funds opened new iShares Russell 1000 Value ETF positions in Q3 2018 and 49 closed out, a net change of +24 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $2.15B added.
- The largest iShares Russell 1000 Value ETF seller in Q3 2018 was American Century Companies, an estimated $188M sold.
Based on aggregated 13F filings for Q3 2018.