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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
NFSG
1101
Newbridge Financial Services Group
Florida
$298K +$115K +701 +65%
FNT
1102
First Nebraska Trust
Nebraska
$298K – – –
HCM
1103
Hollencrest Capital Management
California
$297K – – –
RP
1104
Rice Partnership
Hawaii
$297K – – –
CFSG
1105
Community Financial Services Group
Vermont
$296K +$289K +1,763 New
CAM
1106
Cozad Asset Management
Illinois
$295K – – –
YIA
1107
YHB Investment Advisors
Connecticut
$294K -$58.5K -357 -17%
MWP
1108
Madison Wealth Partners
Wisconsin
$291K – – –
WF
1109
Warner Financial
Maryland
$291K +$284K +1,732 New
AWAP
1110
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$290K +$28.8K +176 +11%
SSW
1111
Stone Summit Wealth
Florida
$290K +$284K +1,735 New
RWM
1112
Rockwood Wealth Management
Pennsylvania
$289K +$281K +1,718 New
SPP
1113
Single Point Partners
Massachusetts
$287K +$280K +1,707 New
MWM
1114
Merriman Wealth Management
Washington
$284K -$15.4K -94 -5%
MCM
1115
Monument Capital Management
Virginia
$283K – – –
VPIM
1116
Vanguard Personalized Indexing Management
California
$283K +$277K +1,688 New
SWM
1117
Stockman Wealth Management
Montana
$281K – – –
MWM
1118
Madison Wealth Management
Ohio
$281K +$7.37K +45 +3%
CT
1119
Columbia Trust
Oregon
$280K – – –
MAWCM
1120
Mine & Arao Wealth Creation & Management
California
$280K – – –
BA
1121
Bridge Advisory
California
$280K +$655 +4 +0.2%
IFA
1122
Index Fund Advisors
California
$280K +$273K +1,667 New
APC
1123
Aspire Private Capital
North Carolina
$279K – – –
DHGWA
1124
Dixon Hughes Goodman Wealth Advisors
North Carolina
$278K +$271K +1,656 New
WA
1125
Wealth Architects
California
$276K -$328 -2 -0.1%
43 44
45
46 47

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.