iShares Russell 1000 Value ETF
IWD
1,346 hedge funds and large institutions have $40.4B invested in iShares Russell 1000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 495 increasing their positions, 452 reducing their positions, and 106 closing their positions.
546% more call options, than puts
Call options by funds: $96M | Put options by funds: $14.9M
3% more funds holding in top 10
Funds holding in top 10: 112 → 115 (+3)
10% more repeat investments, than reductions
Existing positions increased: 495 | Existing positions reduced: 452
2% less funds holding
Funds holding: 1,379 → 1,346 (-33)
5.28% less ownership
Funds ownership: 84.83% → 79.55% (-5.3%)
12% less capital invested
Capital invested by funds: $46B → $40.4B (-$5.55B)
14% less first-time investments, than exits
New positions opened: 91 | Existing positions closed: 106
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$173M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$171M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$96.2M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$71.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$65.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$2.81B |
| 2 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$184M |
| 3 |
FM
Forward Management
San Francisco,
California
|
-$118M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$111M |
| 5 |
JP Morgan Chase
New York
|
-$102M |
IWD Hedge Fund Activity: Q2 2022 in Review
1,346 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q2 2022, worth a combined $40.4B — down 12% from $46B a quarter earlier.
Sellers outnumbered buyers: 106 funds closed out of IWD and 91 opened new positions — a net loss of 15 holders — while 452 trimmed existing stakes and 495 added.
The largest buyer was Bank of America, adding an estimated $173M. The largest seller was CFS Investment Advisory Services, cutting an estimated $2.81B.
- 1,346 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q2 2022, down from 1,379 in Q1 2022.
- Funds reported $40.4B of iShares Russell 1000 Value ETF stock for Q2 2022, down 12% quarter-over-quarter.
- 91 funds opened new iShares Russell 1000 Value ETF positions in Q2 2022 and 106 closed out, a net change of -15 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q2 2022 was Bank of America, an estimated $173M added.
- The largest iShares Russell 1000 Value ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $2.81B sold.
Based on aggregated 13F filings for Q2 2022.