iShares Russell 1000 Value ETF
IWD
991 hedge funds and large institutions have $24.9B invested in iShares Russell 1000 Value ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 307 increasing their positions, 448 reducing their positions, and 167 closing their positions.
7.48% more ownership
Funds ownership: 72.88% → 80.36% (+7.5%)
11% less funds holding
Funds holding: 1,109 → 991 (-118)
20% less capital invested
Capital invested by funds: $30.9B → $24.9B (-$6.04B)
29% less funds holding in top 10
Funds holding in top 10: 116 → 82 (-34)
31% less repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 448
60% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 167
71% less call options, than puts
Call options by funds: $31M | Put options by funds: $105M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.36B |
| 2 |
JP Morgan Chase
New York
|
+$1.1B |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$257M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$215M |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
+$173M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$271M |
| 2 |
BlackRock
New York
|
-$133M |
| 3 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$109M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$100M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$89.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LPWM
1151
Lake Point Wealth Management
Rockwall,
Texas
| – | -$17K | -121 | Closed |
|
|
PA
1152
PSI Advisors
Tampa,
Florida
| – | -$13K | -96 | Closed |
|
|
NSIM
1153
North Star Investment Management
Chicago,
Illinois
| – | -$11K | -82 | Closed |
|
|
EAM
1154
Eukles Asset Management
Cincinnati,
Ohio
| – | -$6K | -47 | Closed |
|
|
TCWM
1155
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$3K | -21 | Closed |
|
|
VCM
1156
Versant Capital Management
Phoenix,
Arizona
| – | -$2K | -21 | Closed |
|
|
LWM
1157
Lenox Wealth Management
Cincinnati,
Ohio
| – | -$2K | -17 | Closed |
|
1158
AssetMark Inc
Concord,
California
| – | -$1.87K | -15 | -83% |
|
|
SHWM
1159
Silicon Hills Wealth Management
Austin,
Texas
| – | -$137 | -1 | Closed |
|
|
MF
1160
Manchester Financial
Westlake Village,
California
| – | +$374 | +3 | New |
|
IWD Hedge Fund Activity: Q1 2020 in Review
991 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q1 2020, worth a combined $24.9B — down 20% from $30.9B a quarter earlier.
Sellers outnumbered buyers: 167 funds closed out of IWD and 67 opened new positions — a net loss of 100 holders — while 448 trimmed existing stakes and 307 added.
The largest buyer was Morgan Stanley, adding an estimated $2.36B. The largest seller was TIAA FSB, cutting an estimated $271M.
- 991 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q1 2020, down from 1,109 in Q4 2019.
- Funds reported $24.9B of iShares Russell 1000 Value ETF stock for Q1 2020, down 20% quarter-over-quarter.
- 67 funds opened new iShares Russell 1000 Value ETF positions in Q1 2020 and 167 closed out, a net change of -100 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q1 2020 was Morgan Stanley, an estimated $2.36B added.
- The largest iShares Russell 1000 Value ETF seller in Q1 2020 was TIAA FSB, an estimated $271M sold.
Based on aggregated 13F filings for Q1 2020.