iShares Russell 1000 Value ETF
IWD
1,000 hedge funds and large institutions have $28.5B invested in iShares Russell 1000 Value ETF in 2020 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 323 increasing their positions, 392 reducing their positions, and 60 closing their positions.
38% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 60
6% more capital invested
Capital invested by funds: $26.9B → $28.5B (+$1.61B)
3% more funds holding in top 10
Funds holding in top 10: 69 → 71 (+2)
1% more funds holding
Funds holding: 987 → 1,000 (+13)
0.75% less ownership
Funds ownership: 79.38% → 78.62% (-0.75%)
18% less repeat investments, than reductions
Existing positions increased: 323 | Existing positions reduced: 392
79% less call options, than puts
Call options by funds: $91M | Put options by funds: $439M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$138M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$110M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$82.4M |
| 4 |
Goldman Sachs
New York
|
+$66M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$61.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$136M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$81.8M |
| 3 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
-$74.2M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$67.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$43.3M |
IWD Hedge Fund Activity: Q3 2020 in Review
1,000 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q3 2020, worth a combined $28.5B — up 6% from $26.9B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new IWD positions and 60 closed out — a net gain of 23 holders — while 323 added to existing stakes and 392 trimmed.
The largest buyer was Allstate Corporation, opening a new position worth an estimated $138M. The largest seller was Financial Engines Advisors, cutting an estimated $136M.
- 1,000 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q3 2020, up from 987 in Q2 2020.
- Funds reported $28.5B of iShares Russell 1000 Value ETF stock for Q3 2020, up 6% quarter-over-quarter.
- 83 funds opened new iShares Russell 1000 Value ETF positions in Q3 2020 and 60 closed out, a net change of +23 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q3 2020 was Allstate Corporation, an estimated $138M added.
- The largest iShares Russell 1000 Value ETF seller in Q3 2020 was Financial Engines Advisors, an estimated $136M sold.
Based on aggregated 13F filings for Q3 2020.