We are live on ! Find out more
IWD icon

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
SWM
1076
Shelton Wealth Management
Texas
$320K +$312K +1,905 New
MCCP
1077
Mission Creek Capital Partners
California
$317K +$164 +1 +0.1%
AMC
1078
Asset Management Corp
Illinois
$316K – – –
PPW
1079
Pinnacle Private Wealth
Massachusetts
$315K +$307K +1,876 New
PWM
1080
PBMares Wealth Management
Virginia
$313K +$306K +1,865 New
PWP
1081
Principle Wealth Partners
Connecticut
$312K – – –
AWM
1082
Alterna Wealth Management
Texas
$312K +$304K +1,855 New
LWM
1083
Laidlaw Wealth Management
New York
$312K +$304K +1,858 New
AG
1084
Ascent Group
Virginia
$312K +$317K +1,932 New
PP
1085
PDS Planning
Ohio
$310K +$819 +5 +0.3%
MDCM
1086
Morgan Dempsey Capital Management
Wisconsin
$310K +$83.4K +509 +38%
BO
1087
BRR OpCo
Ohio
$309K – – –
FPB
1088
First PREMIER Bank
South Dakota
$309K – – –
PPW
1089
PACK Private Wealth
Minnesota
$309K +$302K +1,842 New
RW
1090
REDW Wealth
New Mexico
$307K – – –
DBT
1091
Dubuque Bank & Trust
Iowa
$306K -$32.8K -200 -10%
EPM
1092
Elm Partners Management
Pennsylvania
$306K +$3.28K +20 +1%
ME
1093
McIlrath & Eck
Washington
$304K -$24.1K -147 -8%
GG
1094
Greenwood Gearhart
Arkansas
$303K – – –
BEAM
1095
Baker Ellis Asset Management
Washington
$302K +$22.3K +136 +8%
SF
1096
SBK Financial
Virginia
$302K +$295K +1,801 New
SIC
1097
Salem Investment Counselors
North Carolina
$300K – – –
CBFP
1098
Cedar Brook Financial Partners
Ohio
$299K +$2.79K +17 +1%
AFWM
1099
AMJ Financial Wealth Management
Virginia
$299K +$292K +1,782 New
CM
1100
Cornerstone Management
Georgia
$299K – – –
42 43
44
45 46

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.