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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
VCP
551
Vista Capital Partners
Oregon
$1.77M – – –
FLPIM
552
F.L. Putnam Investment Management
Massachusetts
$1.77M +$160K +977 +10%
5L
553
55I LLC
Massachusetts
$1.77M +$377K +2,298 +28%
NLG
554
New Legacy Group
New York
$1.76M – – –
CAM
555
Carret Asset Management
New York
$1.76M +$70K +426 +4%
MWA
556
Monograph Wealth Advisors
California
$1.76M – – –
GG
557
GenWealth Group
New Jersey
$1.75M – – –
LWCFA
558
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.74M -$328K -1,998 -16%
LFAS
559
Level Four Advisory Services
Texas
$1.74M -$905K -5,511 -34%
NLP
560
Next Level Private
New York
$1.73M -$793K -4,830 -32%
BP
561
BBR Partners
New York
$1.72M – – –
EAM
562
Evanson Asset Management
California
$1.7M +$164 +1 +0%
FWP
563
FAS Wealth Partners
Kansas
$1.7M +$18.2K +111 +1%
ES
564
Eagle Strategies
New York
$1.7M -$7.06K -43 -0.4%
DFS
565
Dixon Fnancial Services
California
$1.7M – – –
HWIS
566
Hancock Whitney Investment Services
Louisiana
$1.69M +$169K +1,032 +11%
NIG
567
NFJ Investment Group
Texas
$1.69M -$6.98M -42,503 -81%
DWMG
568
DB Wealth Management Group
California
$1.67M -$481K -2,927 -23%
MCA
569
Maryland Capital Advisors
Maryland
$1.66M – – –
NGA
570
Naples Global Advisors
Florida
$1.66M -$36.1K -220 -2%
WMA
571
West Michigan Advisors
Michigan
$1.64M +$88.2K +537 +6%
SFS
572
Summit Financial Strategies
Ohio
$1.63M -$39.1K -238 -2%
DWM
573
Dakota Wealth Management
Florida
$1.63M -$225K -1,370 -12%
GFP
574
Gryphon Financial Partners
Ohio
$1.6M -$767K -4,672 -33%
BDFN
575
Bond & Devick Financial Network
Minnesota
$1.6M +$150K +915 +10%
21 22
23
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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.