iShares Russell 1000 Value ETF
507 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 181 reducing their positions, and 56 closing their positions.
0.23% more ownership
Funds ownership: 62.76% → 62.99% (+0.23%)
0% less capital invested
Capital invested by funds: $16.3B → $16.3B (-$58M)
1% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 181
2% less funds holding in top 10
Funds holding in top 10: 87 → 85 (-2)
3% less funds holding
Funds holding: 520 → 507 (-13)
13% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 56
42% less call options, than puts
Call options by funds: $2.17M | Put options by funds: $3.76M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$497M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$235M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$112M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$67.4M |
| 5 |
Goldman Sachs
New York
|
+$49.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$235M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$124M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$108M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$88.1M |
| 5 |
CC
Curian Capital
Denver,
Colorado
|
-$62.7M |
IWD Hedge Fund Activity: Q1 2015 in Review
507 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q1 2015, worth a combined $16.3B — down 0.36% from $16.3B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of IWD and 49 opened new positions — a net loss of 7 holders — while 181 trimmed existing stakes and 180 added.
The largest buyer was Bank of America, adding an estimated $497M. The largest seller was United Services Automobile Association, cutting an estimated $235M.
- 507 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q1 2015, down from 520 in Q4 2014.
- Funds reported $16.3B of iShares Russell 1000 Value ETF stock for Q1 2015, down 0.36% quarter-over-quarter.
- 49 funds opened new iShares Russell 1000 Value ETF positions in Q1 2015 and 56 closed out, a net change of -7 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q1 2015 was Bank of America, an estimated $497M added.
- The largest iShares Russell 1000 Value ETF seller in Q1 2015 was United Services Automobile Association, an estimated $235M sold.
Based on aggregated 13F filings for Q1 2015.