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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
UMC
26
UNC Management Company
North Carolina
$300M +$196M +1,192,804 +193%
Citigroup
27
Citigroup
New York
$299M -$70.9M -431,983 -19%
Stifel Financial
28
Stifel Financial
Missouri
$273M -$34.2M -208,363 -11%
TF
29
TIAA FSB
Florida
$255M -$8.43M -51,343 -3%
JHU
30
Johns Hopkins University
Maryland
$230M -$2.01M -12,262 -0.9%
Prudential Financial
31
Prudential Financial
New Jersey
$219M +$52.6M +320,579 +32%
JRP
32
Jasper Ridge Partners
California
$178M -$31.9M -194,270 -15%
OC
33
Oakworth Capital
Alabama
$175M +$39.9M +243,020 +30%
Ameriprise
34
Ameriprise
Minnesota
$168M -$20.3M -123,583 -11%
PPA
35
Parametric Portfolio Associates
Washington
$161M +$3.28M +19,957 +2%
CAM
36
Cresset Asset Management
Illinois
$158M -$96.6K -588 -0.1%
SP
37
Stairway Partners
Illinois
$153M +$1.44M +8,750 +1%
US Bancorp
38
US Bancorp
Minnesota
$150M +$5.43M +33,091 +4%
CB
39
Commerce Bank
Missouri
$150M -$517K -3,148 -0.3%
WPW
40
Waldron Private Wealth
Pennsylvania
$145M -$546K -3,326 -0.4%
SI
41
Stephens Inc
Arkansas
$145M +$8.44M +51,361 +6%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$144M +$293K +1,785 +0.2%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$142M -$28.2M -171,655 -17%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$138M +$7.44M +45,319 +6%
HighTower Advisors
45
HighTower Advisors
Illinois
$136M -$10.2M -62,038 -7%
Osaic Holdings
46
Osaic Holdings
Arizona
$130M -$10.7M -65,212 -8%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$123M +$23.3M +141,603 +24%
FM
48
Forward Management
California
$118M +$117M +711,619 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$110M -$1.93M -11,776 -2%
1SB
50
1ST Source Bank
Indiana
$97.5M +$3.59M +21,853 +4%
1
2
3 4 5

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.