iShares Russell 1000 Value ETF
703 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Value ETF in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 233 increasing their positions, 271 reducing their positions, and 52 closing their positions.
35% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 52
25% more call options, than puts
Call options by funds: $15M | Put options by funds: $12M
2% more funds holding
Funds holding: 690 → 703 (+13)
3% more capital invested
Capital invested by funds: $23.1B → $23.9B (+$775M)
0.98% less ownership
Funds ownership: 66.34% → 65.36% (-0.98%)
2% less funds holding in top 10
Funds holding in top 10: 101 → 99 (-2)
14% less repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 271
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$356M |
| 2 |
BlackRock
New York
|
+$225M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$191M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$135M |
| 5 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$393M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$316M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$62.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$40.2M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$35.5M |
IWD Hedge Fund Activity: Q1 2017 in Review
703 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q1 2017, worth a combined $23.9B — up 3.4% from $23.1B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new IWD positions and 52 closed out — a net gain of 18 holders — while 233 added to existing stakes and 271 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $356M. The largest seller was Raymond James & Associates, cutting an estimated $393M.
- 703 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q1 2017, up from 690 in Q4 2016.
- Funds reported $23.9B of iShares Russell 1000 Value ETF stock for Q1 2017, up 3.4% quarter-over-quarter.
- 70 funds opened new iShares Russell 1000 Value ETF positions in Q1 2017 and 52 closed out, a net change of +18 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q1 2017 was Fidelity Investments, an estimated $356M added.
- The largest iShares Russell 1000 Value ETF seller in Q1 2017 was Raymond James & Associates, an estimated $393M sold.
Based on aggregated 13F filings for Q1 2017.