iShares Russell 1000 Value ETF
1,109 hedge funds and large institutions have $30.9B invested in iShares Russell 1000 Value ETF in 2019 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 400 increasing their positions, 309 reducing their positions, and 49 closing their positions.
331% more first-time investments, than exits
New positions opened: 211 | Existing positions closed: 49
29% more repeat investments, than reductions
Existing positions increased: 400 | Existing positions reduced: 309
27% more funds holding in top 10
Funds holding in top 10: 91 → 116 (+25)
15% more funds holding
Funds holding: 962 → 1,109 (+147)
10% more capital invested
Capital invested by funds: $28.1B → $30.9B (+$2.78B)
1.6% more ownership
Funds ownership: 71.28% → 72.88% (+1.6%)
68% less call options, than puts
Call options by funds: $39.3M | Put options by funds: $121M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$346M |
| 2 |
BlackRock
New York
|
+$206M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$204M |
| 4 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$115M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$339M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$231M |
| 3 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
-$162M |
| 4 |
Axa
Paris,
France
|
-$69.1M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$64M |
IWD Hedge Fund Activity: Q4 2019 in Review
1,109 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2019, worth a combined $30.9B — up 9.9% from $28.1B a quarter earlier.
Buyers outnumbered sellers: 211 funds opened new IWD positions and 49 closed out — a net gain of 162 holders — while 400 added to existing stakes and 309 trimmed.
The largest buyer was Bank of America, adding an estimated $346M. The largest seller was American Century Companies, cutting an estimated $339M.
- 1,109 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2019, up from 962 in Q3 2019.
- Funds reported $30.9B of iShares Russell 1000 Value ETF stock for Q4 2019, up 9.9% quarter-over-quarter.
- 211 funds opened new iShares Russell 1000 Value ETF positions in Q4 2019 and 49 closed out, a net change of +162 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q4 2019 was Bank of America, an estimated $346M added.
- The largest iShares Russell 1000 Value ETF seller in Q4 2019 was American Century Companies, an estimated $339M sold.
Based on aggregated 13F filings for Q4 2019.