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iShares Russell 1000 Value ETF
IWD

1,386 hedge funds and large institutions have $47.9B invested in iShares Russell 1000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 523 increasing their positions, 337 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 57

55% more repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 337

16% more funds holding in top 10

Funds holding in top 10: 92 → 107 (+15)

15% more capital invested

Capital invested by funds: $41.7B → $47.9B (+$6.12B)

13% more funds holding

Funds holding: 1,227 → 1,386 (+159)

12% more call options, than puts

Call options by funds: $96M | Put options by funds: $85.9M

1.14% more ownership

Funds ownership: 78.61% → 79.75% (+1.1%)

Holders
1,386
Holders Change
+159
Holders Change %
+12.96%
% of All Funds
21.33%
Holding in Top 10
107
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+16.3%
% of All Funds
1.65%
New
243
Increased
523
Reduced
337
Closed
57
Calls
$96M
Puts
$85.9M
Net Calls
+$10.1M
Net Calls Change
+$84.4M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$731M
2
Morgan Stanley
Morgan Stanley
New York
+$456M
3
MB
Mizuho Bank
Japan
+$246M
4
BlackRock
BlackRock
New York
+$207M
5
JP Morgan Chase
JP Morgan Chase
New York
+$192M

Top Sellers

Rank Fund Capital Flow
1
APF
Alaska Permanent Fund
Alaska
-$218M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$189M
3
JHU
Johns Hopkins University
Maryland
-$78.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$62M
5
CA
CastleArk Alternatives
Illinois
-$56M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
26
TIAA FSB
Florida
$267M -$4.66M -28,456 -2%
MB
27
Mizuho Bank
Japan
$252M +$246M +1,500,000 New
M&T Bank
28
M&T Bank
New York
$250M +$2.72M +16,613 +1%
JHU
29
Johns Hopkins University
Maryland
$235M -$78.1M -476,837 -25%
American Century Companies
30
American Century Companies
Missouri
$234M +$75M +457,678 +49%
JRP
31
Jasper Ridge Partners
California
$213M +$78.9M +481,530 +61%
Ameriprise
32
Ameriprise
Minnesota
$187M +$33.5M +204,758 +22%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$173M +$28.3M +172,803 +20%
Prudential Financial
34
Prudential Financial
New Jersey
$166M +$156M +953,224 +2,159%
CAM
35
Cresset Asset Management
Illinois
$160M +$2.39M +14,595 +2%
PPA
36
Parametric Portfolio Associates
Washington
$160M +$795K +4,852 +0.5%
SP
37
Stairway Partners
Illinois
$154M +$2.86M +17,434 +2%
CB
38
Commerce Bank
Missouri
$152M -$4.42M -26,953 -3%
HighTower Advisors
39
HighTower Advisors
Illinois
$148M +$16.2M +98,731 +13%
WPW
40
Waldron Private Wealth
Pennsylvania
$147M +$3.72M +22,722 +3%
US Bancorp
41
US Bancorp
Minnesota
$146M +$3.54M +21,587 +3%
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
$145M +$68.5M +417,813 +93%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$145M +$5.46M +33,302 +4%
Osaic Holdings
44
Osaic Holdings
Arizona
$144M -$5.72M -34,911 -4%
SI
45
Stephens Inc
Arkansas
$138M +$12.7M +77,494 +10%
OC
46
Oakworth Capital
Alabama
$136M +$6.01M +36,704 +5%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$132M +$6.71M +40,940 +6%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$113M +$2.94M +17,963 +3%
UMC
49
UNC Management Company
North Carolina
$104M +$101M +617,465 New
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$101M +$20.4M +124,783 +26%
1
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IWD Hedge Fund Activity: Q4 2021 in Review

1,386 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q4 2021, worth a combined $47.9B — up 15% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new IWD positions and 57 closed out — a net gain of 186 holders — while 523 added to existing stakes and 337 trimmed.

The largest buyer was Bank of America, adding an estimated $731M. The largest seller was Alaska Permanent Fund, cutting an estimated $218M.

  • 1,386 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q4 2021, up from 1,227 in Q3 2021.
  • Funds reported $47.9B of iShares Russell 1000 Value ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 243 funds opened new iShares Russell 1000 Value ETF positions in Q4 2021 and 57 closed out, a net change of +186 holders.
  • The largest iShares Russell 1000 Value ETF buyer in Q4 2021 was Bank of America, an estimated $731M added.
  • The largest iShares Russell 1000 Value ETF seller in Q4 2021 was Alaska Permanent Fund, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2021.