iShares Russell 1000 Value ETF
856 hedge funds and large institutions have $28.8B invested in iShares Russell 1000 Value ETF in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 294 increasing their positions, 228 reducing their positions, and 31 closing their positions.
471% more first-time investments, than exits
New positions opened: 177 | Existing positions closed: 31
239% more call options, than puts
Call options by funds: $54.8M | Put options by funds: $16.2M
29% more repeat investments, than reductions
Existing positions increased: 294 | Existing positions reduced: 228
20% more funds holding
Funds holding: 713 → 856 (+143)
17% more funds holding in top 10
Funds holding in top 10: 101 → 118 (+17)
12% more capital invested
Capital invested by funds: $25.6B → $28.8B (+$3.16B)
0.77% less ownership
Funds ownership: 70.02% → 69.24% (-0.77%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$367M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$340M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$188M |
| 4 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
+$86.3M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$79.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
G
Gainplan
Bloomfield Hills,
Michigan
|
-$121M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$112M |
| 3 |
WKKFT
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
-$51.8M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$44.1M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$37.4M |
IWD Hedge Fund Activity: Q4 2017 in Review
856 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2017, worth a combined $28.8B — up 12% from $25.6B a quarter earlier.
Buyers outnumbered sellers: 177 funds opened new IWD positions and 31 closed out — a net gain of 146 holders — while 294 added to existing stakes and 228 trimmed.
The largest buyer was American Century Companies, adding an estimated $367M. The largest seller was Gainplan, cutting an estimated $121M.
- 856 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2017, up from 713 in Q3 2017.
- Funds reported $28.8B of iShares Russell 1000 Value ETF stock for Q4 2017, up 12% quarter-over-quarter.
- 177 funds opened new iShares Russell 1000 Value ETF positions in Q4 2017 and 31 closed out, a net change of +146 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q4 2017 was American Century Companies, an estimated $367M added.
- The largest iShares Russell 1000 Value ETF seller in Q4 2017 was Gainplan, an estimated $121M sold.
Based on aggregated 13F filings for Q4 2017.