iShares Russell 1000 Value ETF
1,196 hedge funds and large institutions have $39.7B invested in iShares Russell 1000 Value ETF in 2021 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 440 increasing their positions, 373 reducing their positions, and 67 closing their positions.
103% more capital inflows, than outflows
Capital inflows: $3.03B | Capital outflows: $1.5B
81% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 67
18% more repeat investments, than reductions
Existing positions increased: 440 | Existing positions reduced: 373
15% more funds holding in top 10
Funds holding in top 10: 80 → 92 (+12)
14% more call options, than puts
Call options by funds: $117M | Put options by funds: $103M
4% more funds holding
Funds holding: 1,153 → 1,196 (+43)
0.34% less ownership
Funds ownership: 78.23% → 77.9% (-0.34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alaska Permanent Fund
Juneau,
Alaska
|
+$523M |
| 2 |
Morgan Stanley
New York
|
+$234M |
| 3 |
JP Morgan Chase
New York
|
+$190M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$142M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$239M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$179M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$175M |
| 4 |
Allstate Corporation
Northbrook,
Illinois
|
-$84.1M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$66.7M |
IWD Hedge Fund Activity: Q1 2021 in Review
1,196 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q1 2021, worth a combined $39.7B — up 15% from $34.4B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new IWD positions and 67 closed out — a net gain of 54 holders — while 440 added to existing stakes and 373 trimmed.
The largest buyer was Alaska Permanent Fund, opening a new position worth an estimated $523M. The largest seller was Bank of America, cutting an estimated $239M.
- 1,196 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q1 2021, up from 1,153 in Q4 2020.
- Funds reported $39.7B of iShares Russell 1000 Value ETF stock for Q1 2021, up 15% quarter-over-quarter.
- 121 funds opened new iShares Russell 1000 Value ETF positions in Q1 2021 and 67 closed out, a net change of +54 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q1 2021 was Alaska Permanent Fund, an estimated $523M added.
- The largest iShares Russell 1000 Value ETF seller in Q1 2021 was Bank of America, an estimated $239M sold.
Based on aggregated 13F filings for Q1 2021.