iShares Russell 1000 Value ETF
433 hedge funds and large institutions have $12.8B invested in iShares Russell 1000 Value ETF in 2013 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 186 increasing their positions, 112 reducing their positions, and 15 closing their positions.
407% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 15
66% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 112
21% more capital inflows, than outflows
Capital inflows: $909M | Capital outflows: $754M
16% more funds holding in top 10
Funds holding in top 10: 62 → 72 (+10)
15% more funds holding
Funds holding: 378 → 433 (+55)
57% less call options, than puts
Call options by funds: $5.4M | Put options by funds: $12.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$71.1M |
| 2 |
Managed Account Advisors
Jersey City,
New Jersey
|
+$62.7M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$50.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$48.9M |
| 5 |
Parametric Portfolio Associates
Seattle,
Washington
|
+$40.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American International Group
New York
|
-$235M |
| 2 |
Commerce Bank
Kansas City,
Missouri
|
-$112M |
| 3 |
Curian Capital
Denver,
Colorado
|
-$53M |
| 4 |
Virtu Financial
New York
|
-$44.7M |
| 5 |
Cowen Inc
New York
|
-$42.3M |
IWD Hedge Fund Activity: Q4 2013 in Review
433 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2013, worth a combined $12.8B — up 10% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new IWD positions and 15 closed out — a net gain of 61 holders — while 186 added to existing stakes and 112 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $71.1M. The largest seller was American International Group, cutting an estimated $235M.
- 433 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2013, up from 378 in Q3 2013.
- Funds reported $12.8B of iShares Russell 1000 Value ETF stock for Q4 2013, up 10% quarter-over-quarter.
- 76 funds opened new iShares Russell 1000 Value ETF positions in Q4 2013 and 15 closed out, a net change of +61 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q4 2013 was Goldman Sachs, an estimated $71.1M added.
- The largest iShares Russell 1000 Value ETF seller in Q4 2013 was American International Group, an estimated $235M sold.
Based on aggregated 13F filings for Q4 2013.