iShares Russell 1000 Value ETF
1,410 hedge funds and large institutions have $39.1B invested in iShares Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 378 increasing their positions, 612 reducing their positions, and 113 closing their positions.
227% more call options, than puts
Call options by funds: $42.4M | Put options by funds: $13M
2.08% less ownership
Funds ownership: 80.2% → 78.12% (-2.1%)
4% less funds holding
Funds holding: 1,463 → 1,410 (-53)
15% less funds holding in top 10
Funds holding in top 10: 117 → 100 (-17)
16% less capital invested
Capital invested by funds: $46.7B → $39.1B (-$7.61B)
19% less first-time investments, than exits
New positions opened: 91 | Existing positions closed: 113
38% less repeat investments, than reductions
Existing positions increased: 378 | Existing positions reduced: 612
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$66.2M |
| 2 |
Morgan Stanley
New York
|
+$54.4M |
| 3 |
Goldman Sachs
New York
|
+$25.3M |
| 4 |
Bank of New York Mellon
New York
|
+$21.8M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$790M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$652M |
| 3 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
-$223M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$207M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$198M |
IWD Hedge Fund Activity: Q1 2023 in Review
1,410 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Value ETF (IWD) for Q1 2023, worth a combined $39.1B — down 16% from $46.7B a quarter earlier.
Sellers outnumbered buyers: 113 funds closed out of IWD and 91 opened new positions — a net loss of 22 holders — while 612 trimmed existing stakes and 378 added.
The largest buyer was Baird Financial Group, adding an estimated $66.2M. The largest seller was JP Morgan Chase, cutting an estimated $790M.
- 1,410 institutional investors held iShares Russell 1000 Value ETF (IWD) as of Q1 2023, down from 1,463 in Q4 2022.
- Funds reported $39.1B of iShares Russell 1000 Value ETF stock for Q1 2023, down 16% quarter-over-quarter.
- 91 funds opened new iShares Russell 1000 Value ETF positions in Q1 2023 and 113 closed out, a net change of -22 holders.
- The largest iShares Russell 1000 Value ETF buyer in Q1 2023 was Baird Financial Group, an estimated $66.2M added.
- The largest iShares Russell 1000 Value ETF seller in Q1 2023 was JP Morgan Chase, an estimated $790M sold.
Based on aggregated 13F filings for Q1 2023.