iShares Russell 1000 Value ETF
987 hedge funds and large institutions have $26.9B invested in iShares Russell 1000 Value ETF in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 275 increasing their positions, 460 reducing their positions, and 85 closing their positions.
8% more capital invested
Capital invested by funds: $24.9B → $26.9B (+$2B)
5% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 85
0% less funds holding
Funds holding: 991 → 987 (-4)
0.99% less ownership
Funds ownership: 80.36% → 79.38% (-0.99%)
16% less funds holding in top 10
Funds holding in top 10: 82 → 69 (-13)
32% less call options, than puts
Call options by funds: $76.6M | Put options by funds: $113M
40% less repeat investments, than reductions
Existing positions increased: 275 | Existing positions reduced: 460
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$78.8M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$76.7M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$67.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$61.7M |
| 5 |
PL
Perpetual Ltd
Sydney, New South Wales,
Australia
|
+$59.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$240M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$208M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$164M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$94.9M |
| 5 |
Morgan Stanley
New York
|
-$91.2M |
IWD Hedge Fund Activity: Q2 2020 in Review
987 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2020, worth a combined $26.9B — up 8% from $24.9B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new IWD positions and 85 closed out — a net gain of 4 holders — while 275 added to existing stakes and 460 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $78.8M. The largest seller was Bank of America, cutting an estimated $240M.
- 987 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2020, down from 991 in Q1 2020.
- Funds reported $26.9B of iShares Russell 1000 Value ETF stock for Q2 2020, up 8% quarter-over-quarter.
- 89 funds opened new iShares Russell 1000 Value ETF positions in Q2 2020 and 85 closed out, a net change of +4 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q2 2020 was Fidelity Investments, an estimated $78.8M added.
- The largest iShares Russell 1000 Value ETF seller in Q2 2020 was Bank of America, an estimated $240M sold.
Based on aggregated 13F filings for Q2 2020.