iShares Russell 1000 Value ETF
963 hedge funds and large institutions have $28.1B invested in iShares Russell 1000 Value ETF in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 327 increasing their positions, 339 reducing their positions, and 61 closing their positions.
7% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 61
0% less funds holding
Funds holding: 966 → 963 (-3)
2% less call options, than puts
Call options by funds: $34.6M | Put options by funds: $35.2M
4% less repeat investments, than reductions
Existing positions increased: 327 | Existing positions reduced: 339
3% less funds holding in top 10
Funds holding in top 10: 94 → 91 (-3)
6.28% less ownership
Funds ownership: 77.56% → 71.28% (-6.3%)
7% less capital invested
Capital invested by funds: $30.4B → $28.1B (-$2.22B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
+$306M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$292M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$80.6M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$46.7M |
| 5 |
BlackRock
New York
|
+$42.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$2.49B |
| 2 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$90.7M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$76.8M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$67.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$55M |
IWD Hedge Fund Activity: Q3 2019 in Review
963 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q3 2019, worth a combined $28.1B — down 7.3% from $30.4B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new IWD positions and 61 closed out — a net gain of 4 holders — while 327 added to existing stakes and 339 trimmed.
The largest buyer was Jasper Ridge Partners, adding an estimated $306M. The largest seller was Citigroup, cutting an estimated $2.49B.
- 963 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q3 2019, down from 966 in Q2 2019.
- Funds reported $28.1B of iShares Russell 1000 Value ETF stock for Q3 2019, down 7.3% quarter-over-quarter.
- 65 funds opened new iShares Russell 1000 Value ETF positions in Q3 2019 and 61 closed out, a net change of +4 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q3 2019 was Jasper Ridge Partners, an estimated $306M added.
- The largest iShares Russell 1000 Value ETF seller in Q3 2019 was Citigroup, an estimated $2.49B sold.
Based on aggregated 13F filings for Q3 2019.