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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
EAM
1001
Empirical Asset Management
Massachusetts
$396K +$386K +2,357 New
UWM
1002
USAdvisors Wealth Management
Minnesota
$395K -$12.9K -79 -3%
FNBT
1003
FineMark National Bank & Trust
Florida
$393K -$84K -513 -18%
EWA
1004
EverSource Wealth Advisors
Alabama
$393K +$383K +2,340 New
IBOK
1005
Independence Bank of Kentucky
Kentucky
$392K – – –
ST
1006
Spinnaker Trust
Maine
$392K – – –
WMA
1007
Wealth Management Associates
New Jersey
$391K -$1.8K -11 -0.5%
HP
1008
HT Partners
Connecticut
$390K – – –
CT
1009
Cambridge Trust
Massachusetts
$389K +$79K +482 +26%
AWM
1010
Atticus Wealth Management
Florida
$389K +$372K +2,268 +5,040%
AIC
1011
Archer Investment Corporation
Indiana
$389K +$164 +1 +0%
NAS
1012
Nicolet Advisory Services
Wisconsin
$387K -$21.5K -131 -5%
LAS
1013
LWM Advisory Services
Florida
$387K +$377K +2,304 New
HFS
1014
Heritage Financial Services
Massachusetts
$387K +$378K +2,306 New
BCV
1015
Banque Cantonale Vaudoise
Switzerland
$386K – – –
FA
1016
Financial Advisors
Massachusetts
$386K – – –
GC
1017
GFG Capital
Florida
$384K +$375K +2,287 New
CCP
1018
Corient Capital Partners
California
$382K -$50.8K -310 -12%
MFS
1019
McNamara Financial Services
Massachusetts
$382K -$11.6K -71 -3%
MWA
1020
Meridian Wealth Advisors
Texas
$382K – – –
CWM
1021
C2C Wealth Management
Arizona
$382K +$373K +2,275 New
AWM
1022
Avondale Wealth Management
Texas
$381K – – –
VWM
1023
Valley Wealth Managers
New Jersey
$376K – – –
BBPWM
1024
Blue Bell Private Wealth Management
Pennsylvania
$376K +$16.4K +100 +5%
SC
1025
Schoolcraft Capital
Colorado
$374K +$328 +2 +0.1%
39 40
41
42 43

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.