iShares Russell 1000 Value ETF
597 hedge funds and large institutions have $18.8B invested in iShares Russell 1000 Value ETF in 2016 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 189 increasing their positions, 218 reducing their positions, and 33 closing their positions.
207% more call options, than puts
Call options by funds: $51.2M | Put options by funds: $16.7M
118% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 33
9% more capital invested
Capital invested by funds: $17.2B → $18.8B (+$1.6B)
6% more funds holding
Funds holding: 563 → 597 (+34)
5% more funds holding in top 10
Funds holding in top 10: 84 → 88 (+4)
0.5% more ownership
Funds ownership: 65.66% → 66.16% (+0.5%)
13% less repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 218
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$231M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$100M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$70.8M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$70.3M |
| 5 |
Morgan Stanley
New York
|
+$58.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$275M |
| 2 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$55.5M |
| 3 |
KT
Kanaly Trust
Houston,
Texas
|
-$27.1M |
| 4 |
WMA
White Mountains Advisors
Guilford,
Connecticut
|
-$20.8M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
-$17.5M |
IWD Hedge Fund Activity: Q2 2016 in Review
597 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2016, worth a combined $18.8B — up 9.3% from $17.2B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new IWD positions and 33 closed out — a net gain of 39 holders — while 189 added to existing stakes and 218 trimmed.
The largest buyer was Bank of America, adding an estimated $231M. The largest seller was LPL Financial, cutting an estimated $275M.
- 597 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2016, up from 563 in Q1 2016.
- Funds reported $18.8B of iShares Russell 1000 Value ETF stock for Q2 2016, up 9.3% quarter-over-quarter.
- 72 funds opened new iShares Russell 1000 Value ETF positions in Q2 2016 and 33 closed out, a net change of +39 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q2 2016 was Bank of America, an estimated $231M added.
- The largest iShares Russell 1000 Value ETF seller in Q2 2016 was LPL Financial, an estimated $275M sold.
Based on aggregated 13F filings for Q2 2016.