iShares Russell 1000 Value ETF
IWD
1,227 hedge funds and large institutions have $41.7B invested in iShares Russell 1000 Value ETF in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 449 increasing their positions, 382 reducing their positions, and 57 closing their positions.
32% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 57
18% more repeat investments, than reductions
Existing positions increased: 449 | Existing positions reduced: 382
6% more funds holding in top 10
Funds holding in top 10: 87 → 92 (+5)
1.59% more ownership
Funds ownership: 77.02% → 78.61% (+1.6%)
0% more capital invested
Capital invested by funds: $41.5B → $41.7B (+$202M)
0% more funds holding
Funds holding: 1,227 → 1,227 (0)
47% less call options, than puts
Call options by funds: $85.3M | Put options by funds: $160M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$391M |
| 2 |
JP Morgan Chase
New York
|
+$223M |
| 3 |
Morgan Stanley
New York
|
+$173M |
| 4 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
+$163M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$97.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$183M |
| 2 |
MB
Mizuho Bank
Tokyo,
Japan
|
-$143M |
| 3 |
AssetMark Inc
Concord,
California
|
-$94.6M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$75.7M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$70.1M |
IWD Hedge Fund Activity: Q3 2021 in Review
1,227 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q3 2021, worth a combined $41.7B — up 0.49% from $41.5B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new IWD positions and 57 closed out — a net gain of 18 holders — while 449 added to existing stakes and 382 trimmed.
The largest buyer was Alaska Permanent Fund, adding an estimated $391M. The largest seller was Fidelity Investments, cutting an estimated $183M.
- 1,227 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $41.7B of iShares Russell 1000 Value ETF stock for Q3 2021, up 0.49% quarter-over-quarter.
- 75 funds opened new iShares Russell 1000 Value ETF positions in Q3 2021 and 57 closed out, a net change of +18 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q3 2021 was Alaska Permanent Fund, an estimated $391M added.
- The largest iShares Russell 1000 Value ETF seller in Q3 2021 was Fidelity Investments, an estimated $183M sold.
Based on aggregated 13F filings for Q3 2021.