iShares Russell 1000 Value ETF
831 hedge funds and large institutions have $24.5B invested in iShares Russell 1000 Value ETF in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 262 increasing their positions, 342 reducing their positions, and 76 closing their positions.
1.58% less ownership
Funds ownership: 69.24% → 67.66% (-1.6%)
3% less funds holding
Funds holding: 856 → 831 (-25)
11% less funds holding in top 10
Funds holding in top 10: 118 → 105 (-13)
15% less capital invested
Capital invested by funds: $28.8B → $24.5B (-$4.28B)
17% less call options, than puts
Call options by funds: $39.3M | Put options by funds: $47.2M
21% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 76
23% less repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 342
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$189M |
| 2 |
Citigroup
New York
|
+$80.9M |
| 3 |
TA
Teachers Advisors
New York
|
+$79.1M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$37.6M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$32.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.71B |
| 2 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
-$422M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$370M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$195M |
| 5 |
BlackRock
New York
|
-$155M |
IWD Hedge Fund Activity: Q1 2018 in Review
831 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q1 2018, worth a combined $24.5B — down 15% from $28.8B a quarter earlier.
Sellers outnumbered buyers: 76 funds closed out of IWD and 60 opened new positions — a net loss of 16 holders — while 342 trimmed existing stakes and 262 added.
The largest buyer was Boston Partners, adding an estimated $189M. The largest seller was Fidelity Investments, cutting an estimated $1.71B.
- 831 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q1 2018, down from 856 in Q4 2017.
- Funds reported $24.5B of iShares Russell 1000 Value ETF stock for Q1 2018, down 15% quarter-over-quarter.
- 60 funds opened new iShares Russell 1000 Value ETF positions in Q1 2018 and 76 closed out, a net change of -16 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q1 2018 was Boston Partners, an estimated $189M added.
- The largest iShares Russell 1000 Value ETF seller in Q1 2018 was Fidelity Investments, an estimated $1.71B sold.
Based on aggregated 13F filings for Q1 2018.