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iShares Russell 1000 Value ETF
IWD

1,379 hedge funds and large institutions have $46B invested in iShares Russell 1000 Value ETF in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 500 increasing their positions, 467 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 94

5.08% more ownership

Funds ownership: 79.75% → 84.83% (+5.1%)

5% more funds holding in top 10

Funds holding in top 10: 107 → 112 (+5)

7% more repeat investments, than reductions

Existing positions increased: 500 | Existing positions reduced: 467

1% less funds holding

Funds holding: 1,386 → 1,379 (-7)

4% less capital invested

Capital invested by funds: $47.9B → $46B (-$1.87B)

81% less call options, than puts

Call options by funds: $46.1M | Put options by funds: $244M

Holders
1,379
Holders Change
-7
Holders Change %
-0.51%
% of All Funds
21.75%
Holding in Top 10
112
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.67%
% of All Funds
1.77%
New
110
Increased
500
Reduced
467
Closed
94
Calls
$46.1M
Puts
$244M
Net Calls
-$198M
Net Calls Change
-$208M

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$2.95B
2
APF
Alaska Permanent Fund
Alaska
+$314M
3
American Century Companies
American Century Companies
Missouri
+$209M
4
UMC
UNC Management Company
North Carolina
+$196M
5
FM
Forward Management
California
+$117M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$493M
2
Bank of America
Bank of America
North Carolina
-$483M
3
BlackRock
BlackRock
New York
-$454M
4
MB
Mizuho Bank
Japan
-$252M
5
Wells Fargo
Wells Fargo
California
-$143M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
326
Tolleson Wealth Management
Texas
$5M -$166K -1,011 -3%
PFS
327
Prospera Financial Services
Texas
$4.97M +$1.84M +11,227 +60%
RDIA
328
RE Dickinson Investment Advisors
Iowa
$4.95M +$1.62M +9,873 +50%
HR
329
Hardy Reed
Mississippi
$4.93M – – –
FA
330
FC Advisory
Pennsylvania
$4.91M -$88.4K -538 -2%
AWM
331
AE Wealth Management
Kansas
$4.9M +$142K +867 +3%
IWM
332
IHT Wealth Management
Illinois
$4.88M -$133K -812 -3%
Wellington Management Group
333
Wellington Management Group
Massachusetts
$4.85M +$3.04M +18,527 +173%
FWTB
334
First Western Trust Bank
Colorado
$4.85M +$4.73M +28,781 New
EIG
335
Ellenbecker Investment Group
Wisconsin
$4.83M +$46.1K +281 +1%
DAS
336
Dynamic Advisor Solutions
Arizona
$4.78M +$3.43M +20,885 +263%
RTL
337
Red Tortoise LLC
Georgia
$4.76M +$3.78K +23 +0.1%
HW
338
Hancock Whitney
Mississippi
$4.74M +$1.38M +8,395 +42%
Bessemer Group
339
Bessemer Group
New Jersey
$4.74M -$468K -2,848 -9%
AF
340
Allworth Financial
California
$4.72M +$1.02M +6,229 +28%
BJL
341
Brighton Jones LLC
Washington
$4.7M +$48.6K +296 +1%
PWM
342
PRW Wealth Management
Massachusetts
$4.64M +$1.34M +8,159 +41%
WAM
343
Wakefield Asset Management
Colorado
$4.63M +$204K +1,244 +5%
BP
344
Ballentine Partners
Massachusetts
$4.61M – – –
BFM
345
Broadview Financial Management
Wisconsin
$4.56M +$10.7K +65 +0.2%
HDIM
346
Hanson & Doremus Investment Management
Vermont
$4.55M +$59.1K +360 +1%
CA
347
Cornerstone Advisory
Maryland
$4.55M -$77.4K -471 -2%
LOAMU
348
Lombard Odier Asset Management (USA)
New York
$4.55M +$4.5M +27,400 New
N
349
Nuveen
North Carolina
$4.54M -$47.8M -291,087 -91%
SC
350
Sepio Capital
Utah
$4.52M – – –
12 13
14
15 16

IWD Hedge Fund Activity: Q1 2022 in Review

1,379 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q1 2022, worth a combined $46B — down 3.9% from $47.9B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IWD positions and 94 closed out — a net gain of 16 holders — while 500 added to existing stakes and 467 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $2.95B. The largest seller was Morgan Stanley, cutting an estimated $493M.

  • 1,379 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q1 2022, down from 1,386 in Q4 2021.
  • Funds reported $46B of iShares Russell 1000 Value ETF stock for Q1 2022, down 3.9% quarter-over-quarter.
  • 110 funds opened new iShares Russell 1000 Value ETF positions in Q1 2022 and 94 closed out, a net change of +16 holders.
  • The largest iShares Russell 1000 Value ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $2.95B added.
  • The largest iShares Russell 1000 Value ETF seller in Q1 2022 was Morgan Stanley, an estimated $493M sold.

Based on aggregated 13F filings for Q1 2022.