iShares Russell 1000 Value ETF
688 hedge funds and large institutions have $23.1B invested in iShares Russell 1000 Value ETF in 2016 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 191 reducing their positions, and 33 closing their positions.
276% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 33
35% more repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 191
15% more capital invested
Capital invested by funds: $20B → $23.1B (+$3.09B)
14% more funds holding
Funds holding: 604 → 688 (+84)
12% more call options, than puts
Call options by funds: $14.4M | Put options by funds: $12.8M
9% more funds holding in top 10
Funds holding in top 10: 93 → 101 (+8)
1.86% more ownership
Funds ownership: 64.48% → 66.34% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$231M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$224M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$180M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$172M |
| 5 |
Morgan Stanley
New York
|
+$98.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Teachers Advisors
New York
|
-$70.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$68.7M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$35.4M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$31.4M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$28.7M |
IWD Hedge Fund Activity: Q4 2016 in Review
688 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2016, worth a combined $23.1B — up 15% from $20B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new IWD positions and 33 closed out — a net gain of 91 holders — while 258 added to existing stakes and 191 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $231M. The largest seller was Teachers Advisors, cutting an estimated $70.4M.
- 688 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2016, up from 604 in Q3 2016.
- Funds reported $23.1B of iShares Russell 1000 Value ETF stock for Q4 2016, up 15% quarter-over-quarter.
- 124 funds opened new iShares Russell 1000 Value ETF positions in Q4 2016 and 33 closed out, a net change of +91 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q4 2016 was Fidelity Investments, an estimated $231M added.
- The largest iShares Russell 1000 Value ETF seller in Q4 2016 was Teachers Advisors, an estimated $70.4M sold.
Based on aggregated 13F filings for Q4 2016.