iShares Russell 1000 Value ETF
522 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2014 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 199 increasing their positions, 143 reducing their positions, and 26 closing their positions.
269% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 26
39% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 143
13% more funds holding
Funds holding: 461 → 522 (+61)
10% more funds holding in top 10
Funds holding in top 10: 79 → 87 (+8)
9% more capital invested
Capital invested by funds: $15B → $16.3B (+$1.33B)
0.99% less ownership
Funds ownership: 63.75% → 62.76% (-0.99%)
35% less call options, than puts
Call options by funds: $2.55M | Put options by funds: $3.94M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$330M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$113M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$110M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$85.2M |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$40.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$378M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$312M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$42.2M |
| 4 |
JP Morgan Chase
New York
|
-$29M |
| 5 |
SIM
Sigma Investment Management
Portland,
Oregon
|
-$25.9M |
IWD Hedge Fund Activity: Q4 2014 in Review
522 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2014, worth a combined $16.3B — up 8.9% from $15B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new IWD positions and 26 closed out — a net gain of 70 holders — while 199 added to existing stakes and 143 trimmed.
The largest buyer was Managed Account Advisors, adding an estimated $330M. The largest seller was Bank of America, cutting an estimated $378M.
- 522 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2014, up from 461 in Q3 2014.
- Funds reported $16.3B of iShares Russell 1000 Value ETF stock for Q4 2014, up 8.9% quarter-over-quarter.
- 96 funds opened new iShares Russell 1000 Value ETF positions in Q4 2014 and 26 closed out, a net change of +70 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $330M added.
- The largest iShares Russell 1000 Value ETF seller in Q4 2014 was Bank of America, an estimated $378M sold.
Based on aggregated 13F filings for Q4 2014.