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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
BGIM
76
Brandywine Global Investment Management
Pennsylvania
$46.8M +$6.76M +41,274 +17%
FHA
77
First Horizon Advisors
Tennessee
$46.7M +$375K +2,289 +0.8%
WRTC
78
Wind River Trust Company
Wyoming
$45.8M – – –
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$44.6M +$31.5M +192,124 +215%
KAS
80
Kestra Advisory Services
Texas
$44.2M +$903K +5,512 +2%
GM
81
Granger Management
New York
$43.2M – – –
CC
82
Cassaday & Co
Virginia
$42.9M +$6.71M +40,956 +19%
AAP
83
Arax Advisory Partners
Colorado
$42.6M +$581K +3,546 +1%
RFC
84
Regions Financial Corp
Alabama
$42.6M +$7.64M +46,604 +23%
CFB
85
Cullen/Frost Bankers
Texas
$41.7M -$1.3M -7,918 -3%
NFG
86
Nadler Financial Group
Illinois
$40.7M -$367K -2,241 -0.9%
SPIA
87
Steward Partners Investment Advisory
New York
$40.6M +$106K +648 +0.3%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$39.4M +$1.89M +11,554 +5%
CI
89
Cambiar Investors
Colorado
$38.3M +$24.4M +148,756 +187%
FTUS
90
Flow Traders U.S.
New York
$38.1M +$37.1M +226,730 New
MML Investors Services
91
MML Investors Services
Massachusetts
$37.9M +$4.35M +26,549 +13%
LCOV
92
London Company of Virginia
Virginia
$37.8M +$36.3M +221,310 +5,787%
TPWA
93
TRUE Private Wealth Advisors
Oregon
$37.7M +$849K +5,181 +2%
KeyBank National Association
94
KeyBank National Association
Ohio
$36.3M -$814K -4,967 -2%
CFM
95
Comprehensive Financial Management
California
$35.3M – – –
GW
96
GW & Wade
Massachusetts
$34.3M +$1.81M +11,028 +6%
LFWA
97
LBJ Family Wealth Advisors
Texas
$33.3M +$746K +4,555 +2%
FAM
98
Flaharty Asset Management
Florida
$32.8M +$1.76M +10,718 +6%
FWM
99
FSA Wealth Management
Massachusetts
$32.4M +$243K +1,482 +0.8%
FA
100
FDx Advisors
Illinois
$32.2M +$724K +4,417 +2%
2 3
4
5 6

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.