iShares Russell 1000 Value ETF
1,227 hedge funds and large institutions have $41.5B invested in iShares Russell 1000 Value ETF in 2021 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 475 increasing their positions, 380 reducing their positions, and 47 closing their positions.
100% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 47
48% more call options, than puts
Call options by funds: $109M | Put options by funds: $73.6M
25% more repeat investments, than reductions
Existing positions increased: 475 | Existing positions reduced: 380
3% more funds holding
Funds holding: 1,194 → 1,227 (+33)
5% more capital invested
Capital invested by funds: $39.7B → $41.5B (+$1.88B)
0.88% less ownership
Funds ownership: 77.9% → 77.02% (-0.88%)
5% less funds holding in top 10
Funds holding in top 10: 92 → 87 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$228M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$185M |
| 3 |
MB
Mizuho Bank
Tokyo,
Japan
|
+$142M |
| 4 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
+$136M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$412M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$347M |
| 3 |
Citigroup
New York
|
-$209M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$122M |
| 5 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$88M |
IWD Hedge Fund Activity: Q2 2021 in Review
1,227 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2021, worth a combined $41.5B — up 4.7% from $39.7B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new IWD positions and 47 closed out — a net gain of 47 holders — while 475 added to existing stakes and 380 trimmed.
The largest buyer was Wells Fargo, adding an estimated $228M. The largest seller was Alaska Permanent Fund, cutting an estimated $412M.
- 1,227 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2021, up from 1,194 in Q1 2021.
- Funds reported $41.5B of iShares Russell 1000 Value ETF stock for Q2 2021, up 4.7% quarter-over-quarter.
- 94 funds opened new iShares Russell 1000 Value ETF positions in Q2 2021 and 47 closed out, a net change of +47 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q2 2021 was Wells Fargo, an estimated $228M added.
- The largest iShares Russell 1000 Value ETF seller in Q2 2021 was Alaska Permanent Fund, an estimated $412M sold.
Based on aggregated 13F filings for Q2 2021.