iShares Russell 1000 Value ETF
IWD
579 hedge funds and large institutions have $18B invested in iShares Russell 1000 Value ETF in 2015 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 227 increasing their positions, 148 reducing their positions, and 31 closing their positions.
255% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 31
95% more call options, than puts
Call options by funds: $8.06M | Put options by funds: $4.14M
53% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 148
20% more capital invested
Capital invested by funds: $15B → $18B (+$3.07B)
15% more funds holding
Funds holding: 505 → 579 (+74)
8% more funds holding in top 10
Funds holding in top 10: 83 → 90 (+7)
2.5% more ownership
Funds ownership: 63.69% → 66.18% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$555M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$430M |
| 3 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$183M |
| 4 |
LPL Financial
San Diego,
California
|
+$151M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$79.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Curian Capital
Denver,
Colorado
|
-$75.2M |
| 2 |
IA
IndexIQ Advisors
New York
|
-$28.7M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$24M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$23.6M |
| 5 |
CI
Cambiar Investors
Denver,
Colorado
|
-$20.1M |
IWD Hedge Fund Activity: Q4 2015 in Review
579 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2015, worth a combined $18B — up 20% from $15B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new IWD positions and 31 closed out — a net gain of 79 holders — while 227 added to existing stakes and 148 trimmed.
The largest buyer was Bank of America, adding an estimated $555M. The largest seller was Curian Capital, cutting an estimated $75.2M.
- 579 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2015, up from 505 in Q3 2015.
- Funds reported $18B of iShares Russell 1000 Value ETF stock for Q4 2015, up 20% quarter-over-quarter.
- 110 funds opened new iShares Russell 1000 Value ETF positions in Q4 2015 and 31 closed out, a net change of +79 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q4 2015 was Bank of America, an estimated $555M added.
- The largest iShares Russell 1000 Value ETF seller in Q4 2015 was Curian Capital, an estimated $75.2M sold.
Based on aggregated 13F filings for Q4 2015.